Bizagi

Agents act through AI Actions. A builder links connectors already set up in the project, SAP BTP connectors or MCP servers reached over server sent events, picks which of their actions the agent may use and writes the goal into the prompt, and the agent decides when to call each one, with up to 100 actions in total. MCP servers authenticate with an API key sent as Basic, Bearer or a custom header. Agents can gather more data, act in outside systems and start processes in Bizagi or third party systems this way.

Sourcehelp.bizagi.com/platform/en/ai_actions.htmread 2026-10-13

Agents run inside BPMN processes built in Bizagi Studio, as an action on an AI task that fires when a case enters or leaves it, from a button on a form, from entity forms or inside data pipelines, and Master and Persona entities can now run an agent as an Entity Action with its own input and output mappings. Several agents can run in one process, side by side or one after another, and their outputs map to typed fields in the data model, so later steps, business rules and people use them like any other case data.

Sourcehelp.bizagi.com/platform/en/ai_agents.htmread 2026-10-13

Enterprise Knowledge holds catalogs that are processed, indexed and served through retrieval augmented generation while agents run, kept in a vector database that serves retrieval and never trains a model.

File Knowledge builds a catalog from content extracted from documents and serves AI Agents, AI Workers and the Ask Ada assistant, and Bizagi Data Knowledge builds one from records stored in Bizagi entities for AI Agents. Catalogs sit in categories in Studio's AI Hub and are reindexed after a deployment or update.

Agents can also find conceptually similar past cases without exact keyword matches, and the knowledge can extend or replace an agent's default instructions with a company's guidelines and procedures.

Sourcehelp.bizagi.com/platform/en/enterprise-knowledge.htmread 2026-10-13

AI Workers take on tasks people would normally do in one of three modes. In supervised processing the worker does as much of the task as it can and hands it to a person to review or finish, conditional processing follows rules the customer sets to decide when it works alone, and autonomous processing falls back to a person whenever it cannot finish. Each decision comes with its reasoning for a person to check, and agent outputs land in form fields that people review before a case moves on.

Sourcebizagi.com/en/platform/ai-workersread 2026-10-13

Bizagi holds ISO/IEC 27001:2022, its cloud for US government is FedRAMP Moderate, and independent reviews found the cloud meets HIPAA and HITECH requirements. Users sign in through SAML, OAuth or LDAP with two factor authentication, role based segregation of duties and delegated administration govern who can do what, and roles can be kept in step with Microsoft Entra ID. Data is encrypted in transit and at rest, each customer's applications and data are isolated, and an annual transparency report covers government requests for customer data.

Sourcebizagi.com/en/platform/complianceread 2026-10-13

Tracing in the Management Console records AI agent invocations, the requests and responses of the connectors an agent calls, tagged with the case number, and the responses AI Workers produce, at error, warning or information level, and AI Workers show the rationale behind each decision.

Traces are kept for 90 days and are meant for troubleshooting, with the platform's audit and accountability controls kept apart from them. An AI consumption report traces usage to processes, tasks, entities and applications and shows the models and tokens behind each execution, and an AI Metrics dashboard tracks agent use over time by process and by agent.

Sourcehelp.bizagi.com/platform/en/tools-tracing.htmread 2026-10-13

Each agent call works from inputs mapped from the case and the knowledge catalogs attached to it, and writes its outputs back to case fields, so the case carries the state while it runs. Inputs can run to 500,000 characters, so whole documents and long case histories can be passed in on each call. An agent keeps no memory of its own that it reads from one case to the next.

Sourcehelp.bizagi.com/platform/en/ai_agents_faqs.htmread 2026-10-13

Each customer gets a dedicated cloud setup with isolated storage and its own URL, provisioned in the Azure geography it picks at onboarding, US, EU, Asia or US Government, and every service and resource stays inside that geography. Bizagi chooses the exact Azure region within it. Production data is replicated to a paired region and backed up nightly, with a 5 minute recovery point and a 3 hour recovery time.

Sourcehelp.bizagi.com/platform/en/available-regions-for-bizagi-c.htmread 2026-10-13

AI agent templates deploy straight from Bizagi Studio, with 13 for banking and investments, 7 for customer service and 10 for manufacturing and retail, grouped into predefined Solutions a builder can search by Solution, title or description. They cover jobs such as generating and comparing earnings reports, categorizing customer incidents, obfuscating personal data, composing incident responses, writing knowledge base articles, translating policies, comparing vendors and summarizing RFx responses. Bizagi Copilot helps refine a template's prompt in plain language.

Sourcebizagi.com/en/platform/ai-agent-templatesread 2026-10-13

An agent on an AI task runs whenever a case reaches that task, with no one asking. Cases themselves start from a timer start event on a schedule, from a message or signal thrown by another process, from events Bizagi consumes off Kafka topics, or from a person in the work portal, and AI Jobs in the Management Console schedule and monitor AI work on their own. Agents can in turn trigger events that start processes in Bizagi or in other systems, and processes can publish events back to Kafka.

Sourcehelp.bizagi.com/platform/en/start_events.htmread 2026-10-13

Agents run on Azure OpenAI through Bizagi's private GPT service. For each agent a builder picks a model from those OpenAI currently offers, which change with OpenAI's updates and deprecations, choosing between direct response models and reasoning models with a set reasoning level, and tunes temperature, top p, frequency penalty and presence penalty. Files as inputs need GPT 4o or a newer model. Every choice stays within OpenAI's models, with no option to bring another maker's model or a customer's own deployment.

Sourcehelp.bizagi.com/platform/en/ai_agents_from_scratch.htmread 2026-10-13

The Bizagi API is a RESTful service on OData 4.0 with OAuth 2 bearer tokens, so outside applications can start cases for a process, search cases and work with process data. A JSON file in Swagger 2.0 and OpenAPI 3.0 format describes every OData endpoint for middleware, a full service index lists them, and examples include C# code. Since the Summer 2026 release a REST API also exports and imports deployments, so a team can automate releases from its own pipeline, and API traces can be switched on for debugging.

Sourcehelp.bizagi.com/platform/en/api_odata.htmread 2026-10-13

Builders try an agent in a Test Prompt window, which runs one input file at a time, shows which actions the agent called, and can differ from what happens at run time. AI Workers in supervised mode learn from each user after the 50th interaction on a task, building a personal policy from that user's behavior and feedback, and a team can switch that reinforcement learning on or off per task. Bizagi has retired its Autotesting tool, and there is no saved test set, quality gate or measure of how the learning changes results before an agent goes live.

Sourcereleasenotes.bizagi.com/en/release-notes/releases/fall-2025read 2026-10-13

Screen level work runs through RPA bots from partners such as Automation Anywhere, which handle manual tasks while Bizagi manages the flow of data between people and robots. The bots and their runtime come from the RPA vendor, and Bizagi's own agents do not drive a browser or desktop themselves.

Sourcebizagi.com/en/solutions/robotic-process-automation/automation-anywhere-and-bizagiread 2026-10-13