Setting Up Real-Time Triggers for AI Flow Agents

Understanding AI Agent Triggers

Triggers allow you to automatically launch an AI Flow Agent when a specific event occurs within your CRM. Instead of manually starting an agent or relying on external connections, a trigger listens for actions like a form submission or a new chat message and activates your agent instantly. This enables immediate, automated engagement with your contacts.

Available Trigger Types

You can configure your agent to start based on one of the following events:

• Form Submitted: The agent starts when a contact submits a selected form.
• Lead Tag (Added or Removed): The agent starts when a specific tag is applied to or removed from a contact.
• Chat Message: The agent starts when a new inbound message arrives through a connected chat channel.

How to Configure a Trigger

Follow these steps to add a real-time trigger to an existing AI Flow Agent.

Access the Agent Builder

1. Navigate to AI Agents from the main menu.
2. Select the Agent Studio tab.
3. Click on the Flow Agents button.
4. Click on the name of the agent you wish to edit to open its flow canvas.

Add and Configure a Start Trigger

1. On the agent's canvas, click to add a new node.
2. From the node picker, select Start trigger under the Flow Control category. This places a trigger node at the beginning of your flow.
3. Click on the new trigger node to open its configuration panel.
4. From the Select trigger dropdown, choose your desired event type: Form submitted, Lead tag, or Chat message.
5. Configure the specific settings for your chosen trigger:
   • For Form Submitted: Use the dropdown to select one or more existing forms. The agent will start when any of these forms are submitted.
   • For Lead Tag: First, choose the Tag action (either "Tag added" or "Tag removed"). Then, select the specific tag from the list that will activate the agent.
   • For Chat Message: No further configuration is needed. The agent will activate on any new inbound chat message.

Testing and Publishing

Before making your trigger live, it is crucial to test it.

Test the Trigger

Use the built-in testing feature to simulate the trigger event. This allows you to see what data (like form field values or contact details) is passed to your agent without affecting any real contacts. Verify that your agent's flow logic responds correctly to the simulated data.

Save and Publish

Once testing is complete:

1. Click Save to store your changes as a draft. This does not make the agent active.
2. When you are ready for the agent to respond to real events, click Publish. This pushes the current version live, and the trigger will immediately begin listening for the configured events in your account.

Important Notes

Note on New Agents: For creating new AI agents, please use the Super Agents feature. The Flow Agents interface is for managing and editing existing Flow Agents only. Existing Flow Agents and any triggers you configure for them will continue to function normally.

Note on Connections: Ensure the trigger node is connected to the first step in your agent's flow. An agent must be in a published state to be selectable in other parts of the CRM.