Agentic Workflows
Agentic Workflows in Coheso’s Work Management System (WMS) enable power users to create custom AI agents and attach them to specific intake forms. These agents are configured with tailored instructions and optional knowledge bases. When a business user submits a request via a linked intake form, the corresponding AI agent is automatically triggered to analyze the submission and generate a structured internal response on the request ticket.
This feature allows routine queries to be answered instantly and more complex requests to receive a first-pass review, helping the legal team respond faster with context-aware insights. In essence, Agentic Workflows let your legal department embed intelligent, automated, context-aware internal responses by AI agents directly into their workflow.
Creating a Custom AI Agent (Agent Library)
To set up an Agentic Workflow, you first create a custom AI agent in the Agent Library.
Open the Agent Library: In the WMS interface, click on Agent Library from the left sidebar menu. This opens the Agents Library, which lists all existing AI agents, along with a Create Agent button for adding new agents.
Configure a New Agent: Click Create Agent to open the new agent configuration form. Provide a descriptive Name and a brief Purpose for your agent (what it will do). Next, define the agent’s Instructions - essentially the prompt or guidelines the AI will follow when it runs. Be as specific as needed: for example, you might instruct the agent to “compare an uploaded contract against internal guidelines and list any compliance gaps in bullet points.” You can also attach relevant reference materials in the Knowledge Base section by selecting files or folders (optional). The agent will use these documents to ground its answers. Lastly, ensure the agent is Active (use the toggle switch) if you want it to run on submissions, then click Save to create the agent.
Once saved, your new agent will appear in the Agent Library list alongside any existing agents. You can always return to this library to edit an agent’s instructions or toggle agents active/inactive as needed.
Linking an Agent to an Intake Form
After creating an agent, the next step is to link it to a specific intake form so that it runs whenever that form is submitted.
Open the Intake Form settings: Navigate to Intake Forms in WMS and select the form you want to enhance with an AI agent. You can either edit an existing form or create a new request form. In the form’s configuration page, you’ll see various settings and sections for that request form.
Select an Agent: In the form configuration view, locate the Agentic Workflows section. This is where you link AI agents to the form. You will see a list of available agents. Check the box next to the agent(s) you want to attach to the intake form. You may link more than one agent to a form if needed - each selected agent will run upon submission. After selecting the appropriate agent(s), save to apply these settings.
Business users filling out this form won’t need to do anything different, but behind the scenes an AI workflow is now in place for every submission of the form.
How the Agent Responds to a Submitted Request
When a business user submits a request using the linked intake form, the Agentic Workflow kicks in automatically:
Automatic Agent Trigger: Upon form submission, the system immediately triggers the associated AI agent. The agent receives the details entered on the form (and any attachments) as input. It then executes according to the predefined instructions you configured. The agent will also reference any documents you attached as its knowledge base to inform its analysis.
Internal Comment Posting: The AI agent generates a structured response and posts it as an internal comment on the expanded request. This comment is visible to the legal team in the request’s internal thread, but it is not sent to the business user. The comment is labeled with the agent’s name and typically appears within less than a minute of submission.
The content of the agent’s comment will follow the format from your instructions. The AI-generated comment essentially gives the legal team an immediate first-pass review of the request, saving time and ensuring key details aren’t missed. Power Users can then review this AI output, make any necessary adjustments or decisions, and respond to the business user more quickly and consistently.
Last updated