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Agents user guide
Escalations and Agent Memory
About escalations
As a developer, you may want to give your agent a way to validate business case details with a human before running a tool, or to request manual assistance if they run into issues. In other cases, there may be business exceptions in a process when you want an agent to have a human make an approval or some other type of decision.
This is where escalations come in. Escalations are powered by Action apps in Action Center and give developers the tools to design and configure human-in-the-loop events in agent execution. Check out the Creating agent escalations with Action apps quickstart guide.
Configuring escalations
You can create multiple escalations for different situations where an agent may require human assistance.
Use the Properties panel to add and configure the escalation.
- Select an action app from your available resources. You must first deploy an app to your tenant.
- Add a Prompt to help the agent know when to use the escalation. The prompt acts as a triggering condition, guiding the agent on when this escalation is appropriate.
- In the Assignments section, add the escalation Recipient. You can assign an escalation to a specific user in your UiPath® organization.
- In the Inputs section, define the fields and values the agent will pass to the Action App. This corresponds to the Action Schema, the required fields in the selected app. For each field, add a description to assist the agent in understanding what kind of value should be passed. These descriptions improve the agent’s ability to infer and pre-fill values based on context when raising the escalation.
- In the Outcome behavior section, specify how each outcome should be handled by the agent after an escalation was resolved. For every outcome defined in the Action App:
- Select Continue if the agent should resume its process using the inputs provided by the escalation assignee.
- Select End if the agent should terminate as soon as the outcome is selected. This setting lets you control the agent’s autonomy following human intervention.
After you create an escalation, you can reference it from the system prompt. Use explicit instructions, such as: "Before using Tool X, be sure to raise the Human Confirmation escalation and include the details for the action you're proposing".
Agents do not support the In/Out argument type for Action Schema properties.