Enable users to configure, deploy, and execute processes and AI Agents directly from Automation Co-Pilot with improved visibility and simplified role-based deployment.

This task explains enhancements to the Automation Co-Pilot experience across Assistant, Web, and Embedded to support process and agentic automations. You can now configure, manage, and deploy processes and AI Agents in a manner similar to process runs, enabling direct execution from Automation Co-Pilot without relying on schedulers.

Note:

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

Procedure

  1. Navigate to the Automation Co-Pilot > Processes > Process Setup landing page.
    A list of available processes and agents appear that you can view using the following filters:
    • Name
    • Key
    • Reference
    • Type (AI Agent or Process)
    • Description
    • Tags
  2. Navigate to and click the required process or AI Agent from the list.
    The Edit process or Edit AI Agent page appears.
  3. On the General tab, perform the following steps:
    1. Specify the description in the Description field.
    2. Enter a customer key (if applicable) in the Process key field.
      Important: The process key must be one to five characters long and in alphabetical order. The process key can only be defined once, and after when the process key is defined, it cannot be modified later by the user.
    3. Select required tags for your process or AI Agent from the drop-down list in the Tags field.
    4. Select how this process can be triggered by enabling one of the following options in the Request retention field:
      • By user: Makes this process available for assigned business users to trigger directly from the web interface or assistant.
      • By bot : Allows this process to be invoked programmatically by another bot or process. When only this option is selected, the process will not be visible to business users in the web interface or assistant — it can only be called from another bot or process.
    5. In the Request retention field, select one of the following options to move a completed request from Request List to Recycle bin:
      • For example, you can select Disabled to prevent your requests from being moved to the Recycle bin or select Immediate for all current completed requests to be moved without delay.
        Note: When you select the Immediate option, it can take a maximum time of one hour before the request is moved to the Recycle bin.
      • Select Immediate or Custom from the second drop-down menu to specify the number of days when the requests is permanently deleted in the Recycle bin.

        Ex: You can select the Custom option and specify 30 to represents thirty days when the request is deleted in the Recycle bin.

      • Select the check box option to allow open request to be moved to the Recycle bin.
  4. Navigate to the User group tab.
    You can view the available user groups by details such as Type, Name, and Deployment owner.
  5. Enable users to run the process or AI Agent by adding role and team types on the User group tab.

    For more information, see .

  6. Navigate to the Deployment tab to view and change the deployment settings. For more details, see .
  7. Click the Switch resource type option in the top-right corner to simplify setting up a process or AI Agent and reduce the need for scheduler users.
    When you switch to a Role-based user, some of the existing configurations might be updated:
    • If the process or AI Agent scheduler is using any scheduler user, it will be changed to the default scheduler. You can switch to a custom resource and then select a role for the resource.
    • For user group deployment resources, if any team-level scheduler is using a scheduler user, it will be changed to the process or AI Agent scheduler. You can then select a role for individual teams or roles.
    When you switch to a Scheduler user, some of the existing configurations might be updated:
    • If the process or AI Agent level scheduler is using any role, it will be changed to the Global scheduler. You can select any scheduler user from the drop-down.
    • If any team-level scheduler is using any role, it will be changed to the process or AI Agent scheduler. You can select any scheduler user from the drop-down.
    All the settings are saved automatically.
  8. Click Close to exit.