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AI Agent Screen Reference

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Appian Designer provides a streamlined screen for creating, managing, and optimizing your AI agents. Use this screen to configure AI agent behavior, test functionality, and monitor performance. This reference explains each interface element and its purpose.

For step-by-step configuration guidance, see Create and Configure an AI Agent. For foundational concepts, see About AI Agents.

Tabs

The screen includes these main tabs that organize your work:

  • Configure: View, create, and manage your AI agents. This is your starting point for configuring your prompt, inputs, outputs, as well as creating and assigning tools.
  • Test: You can use the test feature to validate your AI agent's behavior. Testing helps you confirm that the AI agent understands the prompt, uses tools correctly, and returns expected outputs. You can review how the AI agent processes inputs and adjust the configuration as needed to improve accuracy and performance. For detailed testing guidance, see Test and Monitor AI Agents.
  • Monitor: You can track how your AI agents are performing over time. This tab shows key metrics for each AI agent, including the AI agent run status, number of tool calls, successful completions, and average run duration. These insights help you measure efficiency, spot trends, and identify areas for improvement. For monitoring best practices, see Test and Monitor AI Agents.
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Note:  The Monitor tab is designed for developers to track the performance, status, and step history of individual AI agent runs. For platform-wide security and compliance auditing of all AI interactions, administrators should use the AI Usage Audit Logs. For details, see Auditing AI Agent Usage.

Tools

Tools are design objects that enable AI agents to access or act on data, processes, and documents.

There are two tool types: Action and Knowledge.

Action tool types

Action tools enable the AI agent to perform tasks such as starting a process or updating records.

Tool Type Description
Process Starts a process model in Appian to perform a series of predefined tasks or workflows.

Knowledge tool types

Knowledge tools provide additional context for AI agents, such as documents and records.

Tool Type Description
Document Provides the AI agent with context from a single document.
Document folder Gives the AI agent access to multiple documents stored in a folder.
Record Allows the AI agent to retrieve data from record types.
Rule Uses expression rules or decisions to provide logic or data.

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