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Artificial Intelligence · 1 min read

Agent Studio: Setting Up Triggers for Flow Agents

A trigger starts a Flow Agent automatically when something happens in your account. Triggers connect to the agent's Start node. Agents with existing triggers keep working as normal.

Trigger types

| Trigger | Starts the agent when | | --- | --- | | Form Submitted | One of the selected forms is submitted. | | Lead Tag | A selected tag is added to or removed from a contact. | | Chat Message | A new inbound message arrives on a connected chat channel. | | Workflows | A workflow calls the agent as one of its steps. |

Set up a trigger

  1. Go to AI Agents > Agent Studio.
  2. Open Flow Agents and click the agent.
  3. On the canvas, find the Start node.
  4. Choose the trigger type.
  5. Set the details, such as which forms or tags to watch.
  6. Save the trigger.

Test and publish

  1. Use the test panel to run the agent with sample data.
  2. Check each node's output.
  3. Click Publish. The trigger only fires for the published version.
Use filters on your trigger, such as specific forms or tags, so the agent only runs when you need it.

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