Viewing and acting on an AI Agent task on a request

Last updated: July 29, 2026

Overview

When a workflow includes a Flo Agent step, you can see and act on it directly from the request detail page. If you haven't added a Flo Agent step to a workflow yet, see Adding a Flo Agent step to a workflow.

Finding the agent step

Flo Agent steps appear as nodes in the request's workflow diagram, alongside your other workflow steps. Click a node to open its detail card.

Request detail page showing an agent step node and its detail card

What the detail card shows

  • Status — in progress, completed, or failed
  • Input — the input variables the step ran with
  • Output summary — the agent's output; click View all fields to see every output variable, or Download Output JSON for the raw output
  • Ask Flo — opens the FloAI sidebar with this step's run history already loaded, so you can ask follow-up questions about the result

If the agent's output flags something worth your attention (e.g. a potential duplicate vendor, or an existing contract), it's also surfaced as a summary callout near the top of the request, with its own Show details and Ask Flo shortcuts.

Approving a step

If the workflow step is configured to block on approval, Approve and Re-run buttons appear once the agent has completed. Only users with approval permission (set when the step was configured) can approve. Approving advances the workflow to the next step.

Agent step showing Approve and Re-run actions

Re-running a step

Users with execution permission can re-run a step that has failed, or that has completed and is still awaiting approval. Re-run is not available once a step has been approved (the workflow has already advanced) or while it's currently running.

Clicking Re-run opens Review variable mapping, where you can check and update every input value before the agent runs again — including replacing an uploaded file:

Review variable mapping modal before re-running an agent step

Required inputs are validated before you can re-run — for example, a missing file upload shows an error until you provide one:

Review variable mapping modal showing a required file upload error

If you don't change anything, the step re-runs with the same inputs as before. Either way, the attempt is recorded as a new entry in the step's run history.