AI-powered suppliers
How to Configure an AI Agent Service
To set up an AI-driven service, follow these steps:
Navigate to Suppliers: Go to the Suppliers page and select or create a company (Agency or Freelancer) acting as your AI provider.
Open Pricelists: Under the Prices tab, edit an existing service or click Add prices to create a new one.
Enable the AI Agent:
In the service popup, navigate to the AI Agent tab.
Enable this option and select the specific Agentic workflow from your repository
(Optional) Prompts: Give the AI specific instructions for this service using the prompt input fields available.
Save: Click Add & Close.
AI-Supplier pricelist - Overview
How to identify AI-driven services
A new AI-icon is added to the relevant pages where services are defined to indicate the ones that are AI-powered. Examples: The services section of the pricelist page. The supplier selector screen, etc.
To ensure system integrity, AI Agent settings in pricelists can only be edited by internal users with given permissions.
The AI Job Lifecycle in a nutshell
Once a service is mapped to an AI Agent, the manager can assign it to any job and automate the execution of the work as follows:
Handle the assignment: Assign the job to the supplier using the AI-enabled service.
Trigger the job execution: for AI agents, when the job status moves to In Progress, the call to the AI Agent is instantly triggered.
Work progress and results: The AI performs the work based on the linked flow and your custom prompts. Some flows will update the content of the segments while others will just annotate them. You can track the status of the AI execution via the "Sparkle" icon in job lists or in the Job details page (see image below).
Upon successful execution, the Agent updates the content and automatically moves the job to Completed status, sending an event to those who are monitoring the project and leading to other workflow steps that may come next.
Monitoring & Tracking
You can monitor AI activity across the platform:
Job Details: View specific AI request IDs and execution traces within the job details page.
Job Lists: Look for the AI Agent icon in both Standard and Codyt project job lists to quickly identify automated jobs.
Tooltips: In Codyt projects, hover over the status icons to see the current progress of the AI Agent.