Workflows Can Now Directly Invoke Managed AI Agents

TL;DR

Managed agents can now be called directly from a workflow. HighLevel has not confirmed if any action is required from users.

Who this affects

HighLevel has not confirmed who is affected by this change. It appears relevant for those using or planning to use Agent Studio for managed agents and the workflow builder.

What changed

• Managed agents can now be called directly from a workflow.
• The 'Invoke Managed Agent' action is available in workflows.
• When the workflow hits the 'Invoke Managed Agent' action, it hands off the contact and context to the agent.
• The agent uses its instructions, tools, and CRM capabilities to complete the task.
• The agent returns the result back into the workflow.
• Adding the 'invoke from workflow' trigger to any published agent makes it selectable in the workflow builder.
• HighLevel has not confirmed any limits or plan gating.
• HighLevel has not confirmed the rollout status.

Where to find it

Users can set this up in Agent Studio. The 'Invoke Managed Agent' action will be found within the workflow builder's action list.

How agencies will use this

An agency could set up a workflow for new leads. After a lead fills out a form, the workflow starts. A 'Send Internal Notification' action could alert the sales team. Then, the workflow hits an 'Invoke Managed Agent' action. This agent, pre-configured in Agent Studio with instructions and tools, would take the lead's information and perform a specific qualification task, like researching the lead's company on public websites. The agent then returns a qualification score or specific data points into the workflow, which can then branch to a specific sales pipeline stage or trigger a personalized email sequence.

Our take

This is a major update. Integrating managed agents directly into workflows is a significant step for automating complex processes within HighLevel. It means less manual work or reliance on custom code for handing off tasks to AI. This capability could streamline many agency operations. However, without details on rollout, limits, or specific affected users, its immediate impact is hard to fully gauge.