---
title: Agent Descriptions
slug: blueprint/agent-descriptions
createdAt: 2026-09-29T18:34:43.885Z
---

The **Agent Descriptions** tab streamlines the configuration process for invoking PAD Flows from AI agents by automatically generating all the information an agent needs to call a Flow. Blueprint currently supports agent description generation for **Copilot** and **Salesforce**.

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# Generating an Agent Description

Click **Generate with AI** in either the Copilot or Salesforce section. The generated text can be edited manually after generation.

:::hint{type="info"}
ⓘ To disable agent description generation for Copilot or Salesforce, go to **Settings** -> **RPA Management** -> **GenAI** -> **Agentic Agents** and deactivate the relevant option.
:::

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# Copilot (:Lucide[]{icon="Sparkles"} GenAI)

Configure how this Flow appears to a Microsoft Copilot agent. Click **Generate with AI** to populate all fields automatically, or fill them in manually.

- **Agent Automation Name** — the name the Copilot agent uses to identify and reference this Flow
- **Description** — a summary of what the Flow does; used by the agent to determine relevance for a given request
- **Trigger Phrases** — example phrases or scenarios that should prompt the agent to invoke this Flow
- **Inputs** — parameters the Flow requires from the agent at invocation
- **Outputs** — values the Flow returns to the agent upon completion
- **Execution Context** — describes where and how the Flow runs (e.g., locally on a user's machine in response to a trigger)
- **Constraints** — known limitations, dependencies, or requirements the agent should be aware of before invoking the Flow (e.g., internet connectivity, permissions)

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# Salesforce (:Lucide[]{icon="Sparkles"} GenAI)

Configure how this Flow appears as an action within a Salesforce agent. Click **Generate with AI** to populate all fields automatically, or fill them in manually.

- **Agent Action** — the action name used to identify this Flow within the Salesforce agent
- **Topic Classification** — the topic category the action belongs to within the Salesforce agent
- **Agent Action Instructions** — instructions the Salesforce agent follows when invoking this action
- **Inputs** — parameters the action requires at invocation
- **Outputs** — values returned by the action upon completion
- **Topic Instructions** — guidance for how the agent should handle this topic overall
- **Topic Scope** — defines the boundaries of what this topic covers within the agent

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# Disabling Agent Descriptions

To disable Copilot or Salesforce agent description generation:

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Navigate to **Settings -> RPA Management**
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Expand **GenAI**
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Select **Agentic Agents**
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Deactivate the relevant option and **Save**
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