Set up smart AI agents that automatically do tasks using triggers and workflows. The easy-to-use interface lets you define agent actions, connect triggers, and manage responses—all without coding.

Automation Co-Pilot helps you set up and manage AI-driven processes using agents that work on their own based on set instructions, triggers, and data. This topic shows you how to create and edit AI agents in the system. You can run AI agents from Automation Co-Pilot Desktop Assistant and from Automation Co-Pilot for the web and embedded.

Agentic Automation Flow Overview

  • Go to the Process Setup landing page
  • Edit the AI Agent
  • Add messages and workspaces
  • Connect to business processes
Note:

Make sure you have the right roles and permissions to set up or deploy agents.

Procedure

  1. Navigate to the Automation Co-Pilot > Process Setup landing page.
    A list of available processes appears where you can filter by details like:

    • Status

    • Type (AI Agent or Process)

    • Triggered actions

    • Timestamps

  2. To set up an AI Agent, choose a process with the Agent label from the drop-down.
  3. Click the Edit icon next to the process to set up your agent's prompts, triggers, and actions.
  4. On the Edit AI Agent screen, there are several tabs. From the General tab, you can give your AI Agent a meaningful name. In the Request creation section, By user and By bot options are available.
  5. In the Messages Tab, you can:
    1. Preview the conversation log or design expected message flows.
    2. Add, remove, or edit test message templates to simulate user interactions.
  6. In the Workspace Tab, you can view and manage workspace settings linked to the AI Agent.
  7. To connect to business processes, from the Trigger Conditions section:
    1. Define when and how the AI Agent should operate.
    2. Map business events or user actions that act as triggers using the available trigger actions:

      • Trigger from UI element

      • Run on event-based conditions

      • Specify execution delays

      Once set up, click Map trigger to this agent.

  8. Review all settings, then click Save or Update Agent.
  9. Test your automation with different scenarios to ensure the agent works as expected.
Use Case: Automating Employee Onboarding with Agentic Process Automation

Business Scenario: A large company wants to make its employee onboarding process faster across departments like HR, IT, and Facilities. The current process involves multiple handoffs, form submissions, and repeated communications that slow down productivity and frustrate new hires.

Solution: Using Automation Co-Pilot, the HR team sets up an AI Agent to automatically manage the onboarding workflow from start to finish:

How It Works
  1. Trigger Setup: The process starts when a recruiter marks a candidate as Hired in the HRIS system. This action triggers the AI Agent.
  2. Process Automation:

    • The agent sends a personalized welcome message to the new hire.

    • It collects documentation via a guided form.

    • It notifies IT to provision a laptop and software.

    • It requests facilities access and seating via an internal portal.

Business Impact:

  • Reduced manual work by 60% for HR teams

  • Accelerated time-to-productivity for new hires

  • Consistent experience across departments

  • Scalable automation for future onboarding cycles