AI Agent

On the Flow tab, drag the AI Agent action from the action palette and drop it onto the Flow panel so that it becomes a sub-action of the flow.

Click Configure.

Optional: Enter a custom name for this step, such as Get SF lead summary.

In the LLM list, select a connected LLM app or connector.

In the Model list, select an available model.

In the Batch Size list, select a value: 1, 10, 50, 100, 200, or 500.

Click Configure to open the prompt setup and preview window.

If a prompt isn't configured, this default screen appears. Enter a prompt and click Submit to process it and view the preview.

In the User Prompt section, you can enter:

• Plain text instructions

• Multi-line prompts

• Data variables inserted via fx panel (for example, {{name}} or {{date}})

Optional: To configure models and tools to your agent, select from the following available options:

• In the LLM Model list, you can view the LLM app that you selected on the previous page. You can also select a different LLM connector from the list.

  
• MCP Server: Select an MCP server from the list, or click Add New MCP Server to connect a new one.

  
• Vector Database: Select a connected vector database, and then select a vector store or table from the Collection list.

  
• Web Search: Configure parameters to enable web search. This feature lets you scope and localize web searches to improve relevance, compliance, and intent-matching by constraining search domains and applying geographic and contextual filters.

  

Optional: To insert variables into your prompt, expand the fx panel to view workflow variables and the structure of the incoming data stream. Drag a variable and drop it into the instruction box. Variables appear in curly braces (for example, {{name}}).

Click Preview to process the prompt and generate a preview. The Preview Output panel displays the generated output and refreshes automatically whenever you change the instructions.

Click Save & Close.

Click Run to initiate the integration. The console appears at the bottom of the screen, displaying logs and operations. When the process completes successfully, the console status updates to Process Completed and displays the Data In and Data Out details.