Published at: 2026-09-17

Configure and use the AI button component

Configure a button that opens an AI Agent from an object details page. Set its display location separately for Web and Mobile Client layouts.

Overview

An AI Button is a UI button whose action is Open AI Agent. Selecting it opens AI Chat and runs the bound Agent.
You can use the button for intelligent price comparisons, report generation, account analysis, or other configured AI tasks.

Before you begin

  • Your enterprise has purchased and enabled an AI License.
  • You have button management and details page layout configuration permissions for the target object.
  • You created and enabled the target AI Agent in Setup > AI Platform Management.
  • You defined the Applicable Terminal, Visibility Conditions, target users, and executable Data Range for the button.

Task 1: Create an AI Button

1. Open Button Management

Go to Setup > Object Management, select the target object, and open Button Management.

2. Create a UI button

Create a UI button, and enter its name, API Name, and any required description.

3. Set the action

Set the button action to Open AI Agent.

4. Bind an AI Agent

In the action configuration, select the target AI Agent and save the button.
[!IMPORTANT] The button only opens a configured Agent. Agent configuration and user permissions still control its data access, actions, and results.

Task 2: Configure the button location on Web

1. Open the Web details page layout

Go to Setup > Object Management > Details Page Layout and open the target Web layout.

2. Configure the Title component

Select the Title component on the details page. Find the new AI Button, then configure its visibility and order for your business needs.

3. Save and publish

Save and publish the layout to make the button available to users assigned to that layout.

Task 3: Use the AI Button on Web

1. Open an object details page

Open a target object record and locate the AI Button in the title area.

2. Select the button

Select the AI Button. The system opens AI Chat and switches to the AI Agent bound to the button.

Task 4: Configure the button location on Mobile Client

1. Open the Mobile Client details page layout

Open the Mobile Client details page layout for the target object.

2. Open Button Management

Select Button Management, find the AI Button, and configure its visibility and order for your business needs.

3. Save and publish

Save and publish the Mobile Client layout.

Task 5: Use the AI Button on Mobile Client

Open an object details page and select the AI Button at its configured location. The system opens Mobile Client AI Chat and loads the bound Agent.
[!NOTE] Configure Web and Mobile Client layouts separately. Adding the button on Web does not automatically add it on Mobile Client.

Expected results and verification

After you complete the configuration and publish both layouts, verify the following on Web and Mobile Client:
  • The AI Button appears in the specified location with the correct name and order.
  • Visibility Conditions, layout assignments, and user permissions work as expected.
  • Selecting the button opens AI Chat and loads the correct AI Agent.
  • The Agent’s scope does not exceed the current user’s data and operation permissions.
  • Users without an AI License, required permission, or matching Visibility Conditions cannot see or run the button.

FAQ

Issue Recommended action
Open AI Agent is unavailable as an action Verify that your enterprise has purchased an AI License and check feature authorization.
No Agent is available to bind Create and enable an Agent in AI Platform Management.
The button appears on Web but not on Mobile Client Configure and publish the button separately in Button Management for the Mobile Client layout.
The button is unavailable to users Verify that the button is enabled, the layout is published, Visibility Conditions are met, and the layout is assigned.
Selecting the button opens the wrong Agent Return to Button Management and verify the Agent bound to the button.
An Agent action shows Execution Failed Check the Agent action, current data state, and the user’s object, field, and operation permissions.

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