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Once you’ve built or configured an AI agent, there are multiple ways to use it in your applications. This guide covers the different integration patterns available.

Integration options

Chat interface

Add conversational AI to your apps with the Chat component

BPMN integration

Trigger agents from workflow nodes

REST API

Call agents programmatically via API

Custom Agent Node

Use agents within Integration Designer workflows

Choosing an integration method

Common patterns

Pattern 1: Conversational assistant

Add a chat interface to help users complete complex tasks with AI guidance.
Use cases: Customer support, employee helpdesk, guided form completion

Pattern 2: Document processing

Automatically process documents submitted through your application.
Use cases: Loan applications, claims processing, onboarding

Pattern 3: Decision support

Provide AI-powered recommendations within business processes.
Use cases: Credit decisions, risk assessment, fraud detection

Pattern 4: Content generation

Generate documents, reports, or communications automatically.
Use cases: Reports, notifications, contracts, summaries

Session management

AI agents maintain conversation context through sessions:
Sessions are automatically managed when using the Chat component. For BPMN and API integrations, you control session lifecycle explicitly.

Data flow

When using agents, data flows through several stages:
1

Input preparation

User input, documents, or process data is formatted for the agent
2

Agent processing

The agent processes input using configured workflows and AI models
3

Response generation

Agent produces output: text, structured data, or actions
4

Result handling

Output is displayed to user, stored, or used to continue the process

Knowledge bases

Agents can access knowledge bases for context-aware responses:
  • Custom knowledge bases - Your uploaded documents and data
  • External sources - Connected via MCP integrations

Knowledge Base integration

Learn how to connect knowledge bases to your agents

Best practices

Define specific tasks for your agent rather than general-purpose capabilities. Focused agents perform better.
Include relevant process data when calling agents. More context leads to better responses.
Always include fallback paths for when agents fail or return low-confidence results.
Track agent performance and user feedback. Continuously improve prompts and workflows.

Chat interface

Conversational AI integration

BPMN integration

Workflow-based agent usage

Agent Builder

Create custom agents

Config-time agents

Design-time AI assistants
Last modified on July 13, 2026