Notification Assistant available as a Workflow Agent

The Notification Assistant is a seeded runnable AI workflow agent in AI Agent Studio that can send notifications related to various CRM business objects to be delivered as bell, email, browser and mobile push notifications.  It helps provide other agentic service workflows with the ability to deliver notifications to these standard notification channels, eliminating the need for each workflow to handle the details of message delivery.

This AI agent is an updated version of the existing Notification Assistant that was released in 25D. The pre-existing Notification Assistant is a supervisor agent whereas this new 26A agent is a workflow-based agent which provides better integration capability with other AI Agent Teams with REST API triggers and improved performance.

Steps to enable and configure

Use AI Agent Studio to add additional steps in your workflow agent to invokesthe runnable Notification Assistant.

In your workflow agent, you will need pass an instruction to the Notification Agent that indicates the Object, Object number, the intended recipient and the content of the message.

For example:
"Notify the Assignee of Service Request SR0000012345 about an escalation due to a missed customer deadline. The customer has followed up multiple times without receiving a satisfactory update. Use the bell and email channel for notification delivery"

Tips and considerations

  • The user calling the agent should have SVC_SEND_NOTIFICATIONS_USING_REST_PRIV privilege to call notification api.
  • The supported objects for this agent include Service Request, HR Service Request, Internal Service Request, Case, Opportunity, Lead, Activity, Account, and Contact
  • The Notification Agent supports all the delivery channels supported by the Notification Preference Manager framework.  However, the same limitations of certain channels in the NPM framework still apply to this use case. Specifically, use of the browser notification (a pop up from the browser client) can only deliver to the current logged in user.

Access requirements

Developer access to AI Agent Studio