Programs

Introduction to Programs

A Program in cortx is a structured, AI-orchestrated execution flow designed to manage real-world business processes from start to finish. Unlike single workflows or documents, a Program represents a multi-event journey—from data setup to task automation—across datasets, tools, and agents.

Programs are typically initiated through chat, guided by agents like Navi or a designated Program Builder agent. These flows are dynamic, context-aware, and built to automate repetitive operations such as Re-KYC, Customer Onboarding, Claims Verification, and beyond.

Program Building

• A multi-step, goal-oriented flow designed around a specific business process.
• Triggered and managed via a conversational agent (e.g., Program Builder).
• Executed by multiple AI agents, connected datasets, and external tool integrations.
• Powered by logic-aware prompts, ensuring the right data and actions are handled at each step.

Each Program is tracked end-to-end, with visibility into dataset mappings, task execution, and completion status.

Program Anatomy

• Program name: The label for your initiative (e.g., “Re-KYC Campaign – Q3”)
• Goal/Intent: The business objective driving the Program (e.g., “Update KYC for users”)
• Tool Connection: A linked internal/external system (e.g., My Databricks) where data resides
• Dataset: Table or collection pulled from the connected tool
• Schema/Table: Defines the structure of your dataset (e.g., default schema, users_kc)
• Trigger Events: Logical steps (e.g., send email, create task, mark complete)
• Agents: cortx agents (e.g., Navi, Analyst) orchestrate Program execution
• Outputs: Tasks, messages, documents, reports, or synced data

How to create a Program

Step 1: Start the Program Builder

• Navigate to Home → Start New Chat.
• Select Program Builder or type: Create a new program.
• You will be prompted to enter the Program Name.

Step 2: Define the Program Intent

• The agent will ask what you’d like to achieve.
• You can specify a goal. For example, “Vendor credentialing for new partners.”

Step 3: Select or Create a Dataset
You’ll be prompted to either use an existing dataset or create a new one.

• If using existing dataset:
  • The agent will list available datasets.
  • Choose the relevant one (e.g., users_kyc_2025).
• If creating a new dataset:
  • Select a Tool (e.g., My Databricks) — this acts as the external connection.
  • Choose the Schema (e.g., default) and then the Table (e.g., users_core_kyc).
  • Select required Columns.

Note: Only selected columns are pulled into cortx. Choose wisely based on what agents need to function.

Step 4: Validate and Lock Dataset
Once columns are selected, the dataset is validated and locked for the Program. This ensures clean, consistent execution.

Step 5: Launch Program

• Agent confirms readiness.
• Program begins execution: messages are sent, tasks are generated, follow-ups are tracked.

Best Practices

• Use clear Program names for easy tracking across teams.
• Include Email and Mobile in datasets for communication-based flows.
• Test on DEV environments before going live (e.g., My Databricks Z).
• Assign owners or team roles via the chat agent if applicable.
• Rely on cortx agents to perform execution, follow-ups, and status monitoring.