Configure Agent Activation Protocols
Creation date: 6/10/2026 1:29 PM
Updated: 6/10/2026 1:57 PM
Overview
This article helps you control when an agent can start working. You may need this when the agent should run only from comments, Practice Inbox assignments, or task assignments.
Before you begin
- You need an existing agent.
Steps
- Click Config.
- Click Intelligence.
- Click Special Agents.
- Open the agent you want to update.
- Go to Activation Protocols.
- Turn on Activate on comment mention if the agent should run from comment mentions.
- Turn on Activate on Practice Inbox assignment if the agent should run from Practice Inbox assignments.
- Turn on Activate on task assignment if the agent should run from task assignments.
- Review Workflow Invocation Links if you want to see which workflows call this agent.
- Click Save Agent.
Troubleshooting
- If Workflow Invocation Links is empty, then no workflows currently invoke that agent.
- If you want to test the agent and no trigger options appear, then turn on at least one activation option first.