Understanding AI Agent

Understanding AI Agent

1. In a nutshell

AI Agent lets you automate tasks with simple instructions using Agentic AI technology. You can create an agent by describing how the AI should behave and adding the required Deluge functions that have the scripts to perform the actions. It will then plan and execute the tasks in sequence, analyze situations, and make decisions on your behalf as you defined them to be. 

2. Availability

AI agents:
  1. Can be created and managed in all plans of Creator, where the API invoke limit varies according to the subscribed plan
  2. Can only be created and managed by the super admin and admins, while all other types of users can invoke them

3. Overview

AI Agent is a specialized AI capability that can perform multiple complex tasks by making decisions on analyzing a situation and taking actions independently without human intervention. Unlike traditional workflows, AI Agents can dynamically analyze situations, choose the best course of action, and adapt their context, rather than following a rigid set of rules. 

In Zoho Creator, an AI Agent allows users to define a skill for the agent using natural language, specify the required tools (such as Deluge functions), and after which an endpoint URL will be automatically generated. This URL can then be invoked to utilize the agent and perform the required tasks. AI Agent utilizes the Agentic AI model, where the AI agent acts similar to an agent performing a role fulfilling the purpose and goal that you define in a plain natural language. Each agent can be customized to fit your specific needs. 

For example, say you have a Library Management App where library members can search for books and borrow them. You can create an agent called Book Suggester by instructing it to analyze a member's reading history and give personalized book recommendations. You also can ask it to send a Cliq message to the admin if any unavailable book is being searched frequently. This process involves analyzing reading history, suggesting books, and notifying the admin. Likewise, an AI agent can be created to perform multiple tasks in a logical, well-organized, and coherent manner to simplify your complex workflows

An AI Agent can be created in two simple steps: 
  1. Defining the agent - The first step is to give an overall description of what the AI should be skilled in. This is given as simple instructions in plain natural language.
  2. Adding tools - The next step is to add the Deluge functions that the AI would need to perform the actions. The agent selects and executes the appropriate Deluge function based on the scenario to complete the required actions.
After creating an agent, an endpoint URL will be generated. This endpoint URL is the URL or path to invoke the created agent wherever required. It can be called to interact with the agent and receive a response.  In Creator, the agent can be called using invokeURL task or JS API via endpoint URL. Additionally, it can also be accessed from any external systems through API calls.
Note: OAuth authentication is required to securely access the agent.

The request of this AI Agent will be a single prompt. After the agent processes all the tasks, it replies with a response. Both will be in natural language.

Sample Request
  1. {"data" : 
  2. {
  3. "query" : "Check the feedback and update records accordingly"
  4. }
  5. }

Sample Response
  1. "ai_response" : Feedback conveys a negative tone, added records successfully in the Feedback form. Notified in the Cliq chat
  2. }

Sample Deluge Script to invoke AI Agent

  1. void invokeAISkill(string feedbackID)
  2. {
  3. query = Map();
  4. query.put("query","Analyse the feedback, feedback_ID : " + feedbackID);
  5. data = Map();
  6. data.put("data",query);
  7. info data;
  8. resp = invokeurl
  9. [
  10. url :"https://www.zohoapis.com/creator/aiskill/zylker/feedback_analyser"
  11. type :POST
  12. parameters:data.toString()
  13. connection:"zoho_creator_connection"
  14. content-type:"application/json"
  15. ];
  16. summary = resp.get("ai_response");
  17. info summary ;
  18. }

3.1 How to access the AI Agent

AI Agent can be accessed using the endpoint URL.

What is an endpoint URL?
Endpoint URL is the unique path that allows external systems to communicate with the skill wherever required. It serves as an access point for invoking the agent and utilizing its functionalities. In Creator, this endpoint URL is automatically generated based on the agent name, with the last portion derived from the link name specified during creation. The endpoint URL will be in the below format:

Who can access this endpoint URL? 
For AI Agent, the user scope is set to All by default. Hence, all the active users from the Users module in the Creator account can invoke the endpoint URL. This does not include portal users.

How to invoke the endpoint URL?
You can use OAuth credentials or Built-in Connectors and then proceed to invoke the endpoint URL to access the AI Agent in any of the ways given below.
  1. Using invokeURL deluge function
  2. Using JS API within widgets
Additionally, you can use it in any third-party services to invoke AI Agent.

Scope to invoke the AI Agent
Method
Scope
POST
ZohoCreator.aiskill.execute


3.2 Use case

Consider an Incident Handling application where users can add a list of technicians and their expertise, as well as the list of equipment for various incidents.
 
When unexpected incidents such as system failures, equipment malfunctions, and safety hazards occur, it requires quick and efficient responses. Delays in assessing the situation can lead to disruptions and inefficiencies. A process is needed that can swiftly manage the situation and rectify it with proper solutions.

To streamline this process, an AI agent can be created that acts as an incident manager. Whenever an issue is reported, the agent will analyze the problem, identify the expertise, assign the required equipment and technician.  It can also provide a step-by-step resolution plan to address the incident efficiently. The issue can be reported in a form, and the agent will create the corresponding record in the report. 

Use case implementation
For this use case, an AI Agent can be created with the below details: 

1. Providing the below instructions to the AI 
  1. You are an agent expert at providing Mitigation and containment details for an 24/7 Emergency Response & Remediation.
  2. Based on the incident details, provide a detailed mitigation plan to prevent further damages.
  3. Provide crew details, such as the Incident commander and details of the technicians.
  4. Also provide a list of equipment that would be needed by the responders

2. Adding Deluge functions necessary for the above tasks
  1. Available technicians - called for getting the list of available technicians.
  2. Available equipment - called for getting the list of available equipment.
  3. Create plan - called for assigning technicians, equipment, and developing a plan.
After creating an agent with the above details, an endpoint URL will be automatically generated through which the AI agent can be accessed.
 
In the live mode of the application, this endpoint URL can be invoked within a widget as shown below.  By providing an incident description, the AI Agent can be triggered to execute all the instructed tasks.



3.3 Pre-requisites

  1. Before you start, you need to configure Zia with OpenAI. This ensures you provide the necessary permissions. AI Agent feature will be automatically enabled once you add the key for OpenAI. 
    Note: This feature is not yet supported in Zoho LLM.
  1. You also need the Deluge functions configured as per your requirement before you create an AI Agent.

3.4 Navigation guide

From the home page of your Creator account, navigate to Microservices and click the +Create New button in the top-right side. Choose Create in the AI Models card and select the AI Agent card under the Build - Custom Models section. The AI Agent builder will appear. You can create a new AI Agent as explained in this page


  1. Create and manage AI Agent
  2. Understand AI Modeler





      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsRetailOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceForms for Solopreneurs
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Forms for Government
                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic FormsInsurance
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsWufoo alternativeEncrypted Forms
                              Accessible FormsTypeform alternativeSecure Forms

                              WCAG

                                          Create. Review. Publish.

                                          Write, edit, collaborate on, and publish documents to different content management platforms.

                                          Get Started Now






                                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                Manage your brands on social media

                                                                  Use cases

                                                                  Make the most of Zoho Desk with the use cases.

                                                                   
                                                                    

                                                                  eBooks

                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                                   
                                                                    

                                                                  Videos

                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                                   
                                                                    

                                                                  Webinar

                                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                                   
                                                                    
                                                                  • Desk Community Learning Series


                                                                  • Meetups


                                                                  • Ask the Experts


                                                                  • Kbase


                                                                  • Resources


                                                                  • Glossary


                                                                  • Desk Marketplace


                                                                  • MVP Corner



                                                                    Zoho Sheet Resources

                                                                     

                                                                        Zoho Forms Resources


                                                                          Secure your business
                                                                          communication with Zoho Mail


                                                                          Mail on the move with
                                                                          Zoho Mail mobile application

                                                                            Stay on top of your schedule
                                                                            at all times


                                                                            Carry your calendar with you
                                                                            Anytime, anywhere




                                                                                  Zoho Sign Resources

                                                                                    Sign, Paperless!

                                                                                    Sign and send business documents on the go!

                                                                                    Get Started Now




                                                                                            Zoho TeamInbox Resources





                                                                                                      Zoho DataPrep Demo

                                                                                                      Get a personalized demo or POC

                                                                                                      REGISTER NOW


                                                                                                        Design. Discuss. Deliver.

                                                                                                        Create visually engaging stories with Zoho Show.

                                                                                                        Get Started Now









                                                                                                                            • Related Articles

                                                                                                                            • Creating and managing AI Agents

                                                                                                                              1. What does this page cover Learn how to create a new AI agent that works independently and executes multiple tasks like an real agent without human intervention. Before you proceed, read this help page to learn about AI Agents. 2. Availability AI ...
                                                                                                                            • AI capabilities in Creator - powered by Zia

                                                                                                                              1. Overview - Introduction to Zia In Zoho Creator, we leverage the technologies of machine learning and generative AI to provide cutting-edge artificial intelligence features such as prompt-based application creation, agentic AI capabilities that ...
                                                                                                                            • Understanding connectors

                                                                                                                              1. What does this page cover? Learn about connectors and the list of built-in connectors supported in Developer Console for connecting your application with Zoho and third-party services before distributing your apps. 2. Availability Connectors can ...
                                                                                                                            • Understand AI Modeler

                                                                                                                              AI Models have undergone a major revamp and is now rechristened as AI Modeler that lets you build, train, and publish models to be used across your apps. If you've created models prior to this revamp, click here to know more. Introduction Artificial ...
                                                                                                                            • Understanding microservices

                                                                                                                              Microservices are small, independent services or components of app that can easily be deployed to work in tandem with your application. You can build a robust application for your business. However, as your business grows, you will find that the ...
                                                                                                                              Wherever you are is as good as
                                                                                                                              your workplace

                                                                                                                                Resources

                                                                                                                                Videos

                                                                                                                                Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                eBooks

                                                                                                                                Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                Webinars

                                                                                                                                Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                CRM Tips

                                                                                                                                Make the most of Zoho CRM with these useful tips.



                                                                                                                                  Zoho Show Resources