Welcome to the beta program for AI Builder Studio! 🥳

The AI Agent Builder is a groundbreaking Agentic AI innovation that empowers AI admins to create and manage automated actions, streamline tasks, and harness powerful analytics—all in one place and without complex coding or scripting.

With the Builder, you can easily customize and automate recurring, time-consuming tasks, allowing your team to focus on more strategic challenges. But it’s more than just automation—it’s a catalyst for innovation, enabling teams to rethink and improve how work gets done.

It’s not just about replacing manual tasks; it’s about leveling up, discovering new possibilities, and continuously refining AI agents to adapt to your evolving needs.

Requirements:

• AI Agent Builder plan

• SysAid Agent Chatbot

How it works

AI Admins can use the Builder to automate routine tasks and gain greater control over workflows and processes across SysAid and 3rd parties.

The Builder’s conversational abilities and intuitive interface make it easy for even the most non-technical users to manage while offering the flexibility for advanced technical customization.

For those with a developer background, the builder offers a Developer Mode to do hands-on coding for more profound control.

Within the Builder, Admins can create AI Agents and AI Connections.

What are AI Agents?

An AI Agent is an automation that performs specific tasks or actions. Each AI agent includes parameters and a job description, making it easy to configure and understand its purpose.

You can also create more analytical AI agents that run custom reports on a subject of your choice and send them to you at a time you determine.

Once the AI Agent is created, your team can seamlessly run it to make their day-to-day tasks far more manageable and efficient and to focus more on complex cases.

What are AI Connections?

You can also create AI Connections that connect the Builder to other apps. Once the AI Connector is set up, you can create brand-new AI Agents that perform tasks across SysAid and the connected app.

Prebuilt AI Agents

The Builder includes a variety of prebuilt AI Agents that you can publish and use instantly. These include:

• Service Record Creation Analysis: This analyzes and counts the service records created by each user, returning a sorted table of users and their service record counts.

• Service Record Analytics & Grouping: Performs analytics queries on SysAid service records with enhanced grouping capabilities.

• Service Record Duplicates: Analyzes recent service records to identify duplicates, similar issues, and common root causes. Uses LLM to analyze service record content, descriptions, and other relevant fields to detect patterns and similarities.

• Create Azure AD User: Creates a new user in Azure Active Directory with comprehensive user information

• Azure AD User Management: Manages Azure Active Directory users by allowing operations such as creating, updating, or deleting user accounts

And many, many more.

Please note:

Prebuilt AI Agents cannot be modified, however, you can clone them and modify the clones to fit your needs.

What else can I create?

During the beta phase, the Builder supports creating AI Agents based on the following capabilities:

1. Azure Active Directory (Azure AD) Integration

Capabilities:

• User Management: Create, update, retrieve, or delete users in Azure AD

• Group Operations: Manage group memberships, including adding or removing users

• Authentication Control: Configure and manage password settings and access policies

• Role Assignments: Assign directory roles to users for access control

• Property Queries: Fetch specific user details, such as contact information or account status

2. SysAid Analytics API

Capabilities:

• Data Queries: Run analytics queries with filters, groupings, and aggregations (e.g., count service requests by status or calculate resolution times)

• Predefined Lists: Fetch lists of statuses, priorities, or other predefined data

• Data Models: Access information about service requests, user records, and assets

• Asset details include hardware specs, network information, location, ownership, maintenance history, and more

3. Large Language Model (LLM)

With LLM capabilities, you can build AI Agents that go beyond simple actions. These agents can understand and work with natural language, making them ideal for analyzing and generating unstructured text.

This means you can build AI Agents that perform smarter tasks, such as understanding patterns in service records, generating summaries, or automating complex analyses.

Creating an AI agent

Before you start:

• Identify your needs: Review the use cases provided above and consider areas where automation can save time or improve efficiency.

• Experiment and build: Use the intuitive chat interface to create AI Agents tailored to your workflows and operations conversationally.

• Execute via Agent Chatbot: After successfully creating your first AI Agents, publish them for conversational execution through the Agent Chatbot.

• Ask for help: If you encounter challenges, contact the beta support team for assistance.

To create an AI Agent:

1. In your SysAid account, go to Settings > SysAid Copilot > AI Builder.

2. Describe what you want to create in the chat, and the Builder will generate the AI agent for you.

3. The area to the left of the chat will be populated with all the details you provided, including relevant parameters. You can edit the name and job description, or you can ask the Builder to make the changes for you.

4. Once you’ve made all the relevant changes, click Test to test the AI Agent and see the output it’ll provide to users once it’s published.

   Please note:

   Every AI Agent must be tested before publishing. You cannot publish it without running at least one test to see that it works correctly.

5. If you’re happy with the result, click Publish.

Once published, the AI Agent will be automatically added to the default AI Agents dataset In the Agent Chatbot Data Pool.

Managing user permissions

The permissions for using the AI Agents are determined by the dataset associated with the specific AI Agent.

Once published, the AI Agent will be automatically added to the default AI Agents dataset in the Agent Chatbot Data Pool.

You can create a new AI Agents dataset and define permissions to suit your needs. Then, click +Add New to add the specific AI Agent to the relevant datasets.

To learn more about creating a dataset, see Create a Dataset.

Managing AI Agents

You can see the full list of AI agents on the left-hand side of the Builder. You can also search for an AI agent by its name.

Unpublishing

Once you publish an AI Agent, the 'Publish' button changes to 'Unpublish.' Unpublishing makes the agent unavailable to use, but you can still see it in the list, edit it, and republish it anytime.

Hover over any AI agent and click the 3-dot menu to the left of it. There, you will have the option to Delete or Clone.

Cloning

This will create an exact copy of the cloned agent and add the word "Clone" to the title. With minimal effort, you can make minor tweaks and changes to create a new action.

Deleting

Once an AI agent is deleted, it will be removed from your system - You will no longer be able to find it in the Builder, and your team will not be able to use it via the AI Agent Chatbot.

Using AI Connections

There are several prebuilt connections you can set up:

• Azure

• Slack

Once these connections are set up, you can go ahead and create AI Agents that work across SysAid and these apps.

Let us know what you think

Your feedback is crucial! As a beta user, you play a pivotal role in shaping AI Builder Studio. Please share your thoughts on:

• Ease of use

• Additional integrations or features you’d like to see.

• Any bugs or issues you encounter.

By starting with these foundational capabilities, you can explore impactful automation use cases and prepare for the advanced features planned in future updates.
If you have further questions or need support, feel free to contact us.

We're excited to see what you build with AI Builder Studio✨