Discovery Runs in AI Agent
Updated
The Discover feature in AI Agent Studio helps you identify tasks when predefined workflows are not configured. It uses historical data, such as past customer and agent conversations, to analyze patterns and suggest tasks.
Discover provides:
Task names and descriptions
Suggested prompts
Associated tools
This gives you a clear, data-driven starting point when building workflows.
Discover Workflows in AI Agent Studio
The Discover tab in an AI Agent provides an overview of all discovery workflows. You can:
Generate new tasks from past customer cases and conversations.
View a record of all discovery runs, including their status: In Progress, Failed, or Completed.
Data Ingestion Options
You can run discovery using one of these options:
Discover via Excel: Upload past case data using an Excel file.
Select Historical Data: Choose and filter cases within the platform.
The results display in a cluster view map for easy analysis and identification of task opportunities.
Configure a Discover Workflow
Create an AI Agent.
In the AI Agent Manage window, select Discover and click View.
On the Discovery Runs window, click the caret icon next to + Select Historical Data to expand options.
Choose one of the following:
Discover via Excel
Enter the Discovery Run Name.
Select the Language.
Upload the Excel file with historical data.
Click Start Discovery Run.
Select Historical Data
Enter the Discovery Run Name.
Select the Time Range.
Add Case Selection Conditions by filtering cases.
Use + Add Condition to include multiple conditions.
Click Start Discovery Run.
After you start the run, it appears in the Discovery Runs record screen with status In Progress.
You will also receive a system notification when the run completes or fails.
When the status changes to Complete, click the Eye icon beside the run name to view the workflow.
View Discover Results
You can view results in two modes:
Cluster View: Displays the total tasks discovered and the percentage share of top tasks.
List View: Displays task details in a record format.
To view details for a specific task, switch to List View:
Click the task box or the Eye icon beside the task name.
On the task detail window, click Approve to send the task to the AI Agent’s Task Record Manager (RM).
Configure Tools for Discovered Tasks
Open the Task Detail window from the Discover workflow.
Review the suggested tools for that task.
Hover over a tool name to see its description.
Create a tool in the AI Agent, if required.
Go to the Task RM, and click the Options icon beside the task name.
Select the Edit icon for the task prompt.
From the Tools dropdown, select one or more relevant tools.
Click Save.