Proactive Agents in Embedding

Run proactive agents inside embedded Zenlytic experiences and pass users into reusable workflows.

You can add Proactive Agents to the embedding experience by creating the Proactive Agents in the UI, and then sharing those Proactive Agents with "all users" as Viewer (which only gives the ability to run the Proactive Agent).

Once you have those Proactive Agents created and shared, you will see the lightning bolt option in the embedded UI to run the Proactive Agents.

Use the right role

Only the embedded_with_scheduling role has access to Proactive Agents, so you will not see the option to run Proactive Agents if you only use the embed role.

In the chat UI, that will look like this

workflow-in-chat

Running automatically

To run Proactive Agents without making the user pick which Proactive Agent they want to run, you will pass query parameters to select the Proactive Agent you want to use.

You can get the Proactive Agent ID from the 3 dot menu or the URL from the Proactive Agent Builder page. You will pass query parameters like this to run a Proactive Agent

https://app.zenlytic.com/chat?workflowId=<my-proactive-agent-id>

That will kick off the run of the Proactive Agent. If the Proactive Agent requires inputs, it will open a modal asking the user for the inputs. If it does not require inputs, the Proactive Agent will start running immediately.

Note: you can also run a normal chat question via query parameters as well. To do that you will pass query parameters in the URL like this:

https://app.zenlytic.com/chat?q=hello

This will initiate the conversation with the user's question "hello".