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Create an AI agent › Now Assist AI agents › Enable AI experiences
Release: Australia · Updated: 2025-11-23 · Official documentation · View source

Add a trigger to an AI agent

In the guided setup for an AI agent, add triggers to run the AI agent automatically when certain conditions are met.

Before you begin

Role required: sn_aia.admin

About this task

Adding a trigger is optional. If you want your AI agent to be used only in chats, you don't need to add a trigger. Only add a trigger if you want to invoke the AI agent automatically when some event occurs.

Note: Triggers contain instance-specific information. If you are moving AI agents or agentic workflows between instances using Update Sets, you must set the triggers to inactive before adding them to the update sets and then activate them on the new instance.

If you don't want to add a trigger, skip to the final step, Select channels and access.

Procedure

  1. Select Add trigger.

  2. On the form, fill in the fields.

    FieldsDescription
    Select triggerList of triggers that are available in the instance.
    NameName of the trigger.
    Trigger objectiveAdditional user statements or sample utterances that help guide when to trigger this AI agent.
Image omitted: edit-trigger-1.png
Edit/create a trigger basic description
FieldsDescription
TableName of the applicable table for your AI agent.
ConditionsConditions that you can add to control the trigger configuration. You must have at least one condition.Select + Add condition set to add conditions to your AI agent trigger.
Active trigger toggleOnly enable the trigger once you’re confident in the execution of your AI agent. Try testing the AI agent execution and user access. To review overall trends over many executions, try an automated evaluation.
Image omitted: edit-trigger-2.png
Define when the trigger occurs section
FieldsDescription
Channel

Medium for the AI agent output: Now Assist panel or Virtual Agent.

Note: To view the output from a triggered AI agent in the Now Assist panel, you need the now_assist_panel_user role.

Show an alert to usersAlerts appear in the selected channel.
Image omitted: edit-trigger-3.png
Log and launch options for a trigger section
If you choose a scheduled trigger, additional options are available, such as the day of the week and time when you want the trigger to run.

**Note:** When running a scheduled trigger, not every record is included in the execution. By default, the value is 10. If you want to change this number, you must set the **sn\_aia.max\_scheduled\_trigger\_query** system property to a different value.

If you choose an email trigger, the target emails must exist on the Reply \[sys\_email\] table. New emails aren’t available as triggers.

  1. Select Add.

  2. Repeat the preceding steps for additional triggers.

Result

You have added triggers to your AI agent to run it automatically under the specified conditions.

What to do next

Select Save and continue to move to the final step, Select channels and access.