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How to setup a procedural agent for posthoc analysis

Set up a procedural agent as a post-processing step for conversations.
1

Create and configure the procedural agent

Create a procedural agent that will process the conversation transcript. Write a prompt describing the task and the high-level output expected.
2

Configure output and tools

Configure the agent by defining the OpenAPI spec for the output in the “output” tab, adding a slack channel connection or webhook endpoint. Add any necessary tools in the “tools” tab.
3

Save and release the procedural agent

Save and release the new version of the procedural agent to make it available for use.
4

Connect to conversational agent

In the target Conversational Agent configuration, go to the “Posthoc” tab and add the newly created procedural agent as a post-hoc connection.
5

Save and release the conversational agent

Save and release the new version of the target Conversational Agent to activate the post-hoc connection.

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How to setup a procedural agent to be used as a tool

Set up a procedural agent to act as a tool that can be used in the middle of a conversation by a conversational agent.
1

Create and configure the procedural agent

Create a procedural agent, define its prompt and tools and output format. The agent will receive the conversation transcript up to the point when it was invoked as a tool as its input.
2

Save and release the procedural agent

Save and release it.
3

Enable as tool in conversational agent

In the target Conversational Agent configuration, go to the “tools” tab and enable the newly created procedural agent as a tool. In the prompt, specify when to use the tool, mentioning it with the @ tag.
4

Save and release the conversational agent

Save and release the Conversational Agent.