Hi All, I am working on small POCs using agentic AI. I have built an agent and configured it within a workflow. In this workflow, whenever a document is uploaded, it is consumed by the agent. If the document is identified as a bank transaction, the decision should be “Approve”; otherwise, it should…

If the action you want to take is based purely on the approve/reject recommendation of the agent, then you could do this in standard case processing after the agent runs. No AI required. Output the recommendation of the agent to a case property and use this to drive the case update logic.

Please find the AI features supported in Traditional application https://forums.pega.com/t/pega-genai-ui-architecture-and-version-support/11596

Thanks for your response, what you suggested is correct but here i want to perform POC what actions can be taken the agent, from the POC perspective can you guide why agent is not processing the relevant action always?

AI Agents: Not picking action tools always

bodef (Fergal Boden) May 4, 2026, 7:59pm 5

Have a look at the Pega-Autopilot-Conversation instances in Dev Studio - this will show details of all of the agent interactions, the plan that the agent came up with for each interactions and the tools that it decided needed to be called in that instance

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AI Agents: Not picking action tools always

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