Skip to main content

AI Event Manager Settings

AI Event Manager settings define which skills, knowledge, and approval rules are available when a workflow uses an AI Task step.

What you can do​

  • Review the read-only Skill Library used by workflow analysis steps.
  • Create and update Knowledge Library profiles for tone, escalation rules, and statements that must not be promised.
  • Create and update Policy Profiles for approval mode and data-processing boundaries.
  • Keep inactive drafts out of workflow selection until they are ready.

Before you start​

  • Open Settings, then select AI Event Manager.
  • You need admin or owner access to manage this section.
  • Your plan must include the workflow intelligence add-on.
  • If the add-on is not available, the section stays visible but locked.

Steps​

Review Skill Library​

  1. Open Skill Library.
  2. Review the available skills, task type, version, and required knowledge contexts.
  3. Use this list to understand which skills workflow builders can choose in an AI Task step.

Create a knowledge profile​

  1. Open Knowledge Library.
  2. Click New.
  3. Enter Name.
  4. Choose Status, Knowledge type, and Locale.
  5. Fill Summary, Tone, Never promise, and Escalation as needed.
  6. Click Save knowledge profile.

Create a policy profile​

  1. Open Policy Profiles.
  2. Click New.
  3. Enter Name.
  4. Choose Status and Approval mode.
  5. Fill Summary and Data processing as needed.
  6. Click Save policy profile.

What happens next​

  • Active knowledge and policy profiles become available in workflow AI Task configuration.
  • Draft profiles remain editable and are not intended for live workflow use.
  • When you switch away with unsaved changes, Eventyflow asks whether to discard them.