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Version: Current

Agent Designer

The Agent Designer is a core component of the IB-X platform that enables organizations to design, orchestrate, and automate intelligent agent workflows and enterprise business processes.

It provides a visual workflow authoring environment where users can model end-to-end automation scenarios involving agents, humans, AI-driven interactions, integrations, approvals, and enterprise systems.

The Agent Designer serves as the orchestration layer for enterprise automation by allowing users to visually define:

  • Workflow execution paths
  • Decision logic
  • Human task interactions
  • Agent coordination
  • AI-driven automation
  • Integration flows
  • Business rules and processing logic

By visually representing workflows, the Agent Designer improves clarity, collaboration, maintainability, and operational visibility across automation teams.

Whether orchestrating server-side automation, building AI-powered workflows, managing human-in-the-loop processes, or integrating enterprise systems, the Agent Designer provides the flexibility and control required to build scalable, reliable, and adaptable automation solutions.

An Agent Process represents the complete automation definition. It may consist of one or more workflows, resources, forms, integrations, and supporting assets required to execute the automation scenario.

Agent Processes can be created and published directly from the Agent Designer or imported into the AI Command Center. Each published process is version-controlled, and a new version is automatically created whenever the process is published.

Published Agent Processes become available to users based on their assigned access permissions.


Enabling Agent Designer Feature

The Agent Designer feature is not activated inside the AI Command Center by default.

Administrators must activate the feature before users can create or edit Agent Processes.

Agent Designer

To enable the Agent Designer feature:

  • Login to the IB-X AI Command Center with Administrator access
  • Navigate to Administrator → Features
  • Activate the Workflow Designer feature by clicking the associated Activate button
note

The Workflow Designer feature is available only if it is included in the AI Command Center license.


Opening Agent Designer Instance

A new Agent Designer instance can be opened by either:

  • Creating a new Agent Process
  • Opening an existing Agent Process for editing

Creating a New Agent Process

A new Agent Process can be created directly from anywhere within the AI Command Center using the global New Agent action available in the top application banner.

To create a new Agent Process:

  • Login to the AI Command Center
  • Click the New Agent button available in the top application banner
  • Provide the required process details
  • Open the newly created Agent Process in the Agent Designer

You can also create and manage Agent Processes from Agents page

For detailed process creation steps, refer to the documentation here.


Opening Existing Agent Process

  • Login to the AI Command Center
  • Navigate to Agents page
  • Double-click an existing Agent to open it in the Agent Designer

Agent Designer Toolbars and Panels

Once an Agent Designer instance is opened, you can use the designer environment to create and manage workflows.

Agent Designer

The Agent Designer includes toolbars, side panels, drawers, and design surfaces that help users efficiently create and manage workflows.

  1. Main Toolbar
  2. Side Bar
  3. Bottom Toolbar
  4. Agent Designer Canvas
  5. Project Explorer Drawer
  6. Activities Drawer
  7. Process Data Drawer
  8. Email Template Drawer
  9. Error Drawer