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AI Agent Action Type

The Fully Autonomous AI Agent action type hands a task to an AI agent that works on its own. Unlike a simple AI Prompt, which sends one prompt and uses one answer, the agent works in steps: it looks up information, runs code, checks the results, and keeps going until the job is done (or it determines the job cannot be done).

While working, the agent can:

  • Look up your process templates, running processes, tasks, and process table records

  • Update process fields and start new processes

  • Write and run JavaScript code in a secure sandbox - including calling external APIs and reading web pages

  • Find API keys you have stored as environment variables (Administration > Integrations > Environment Variables) and use them in its code

  • Send a question to a specific person and pause until they respond, then pick up where it left off

  • Choose the task response that best matches its findings and complete the task itself

To set up an AI Agent action:

  1. On the desired template, click the Automated Actions icon in the template designer menu

  2. Give the action a name and select Fully Autonomous AI Agent as your Action Type

  3. Select a trigger and add any conditions

  4. In Action setup, complete the settings below

AI Agent settings

Section titled “AI Agent settings”

  • ProSeer AI Role Description - An optional description of the role the agent should play (for example, “You are a thorough AI financial analyst”)

  • Natural Language Prompt - The assignment for the agent. The more detailed and specific the prompt, the better and more reliable the results. Use the Insert Field Token button to include values from your process

  • AI Model - Choose the level of intelligence needed

  • Store Result in Field - Optionally select the process field in which to store the agent’s final answer

  • Task to Mark Completed - Optionally choose a task for the agent to complete. The agent reviews the task’s available responses and chooses the appropriate one on its own

  • Response if the Agent Can’t Finish - An optional fallback response, used only if the agent errors out or never selects a response (for example, a “Needs Review” branch). Leave blank to do nothing

Granting external tools

Section titled “Granting external tools”

The Action setup step also includes a tool-grant section for your MCP connections (set up under Administration > Integrations > MCP Connections). The agent can only use the external tools you explicitly grant to it here - everything else stays out of reach.

Good to know:

  • The agent works through a limited number of steps per run, and each JavaScript run has its own time limit, so a runaway job cannot loop forever

  • Everything the agent does is written to the process activity, so you can review each step it took

  • AI Agent actions count toward your account’s AI usage. If the account’s AI allowance has been used up, the action will not run until the allowance resets