About the Configure context and escalations for agents training

This course takes you beyond the basics, focusing on how to elevate your agents by grounding their responses in real-world business context and involving humans when automation reaches its limits.

In this hands-on course, you’ll start by building an employee support agent that uses storage buckets to reference internal knowledge and provide more accurate responses. Then, you’ll create a custom escalation app for situations where human judgment is needed. Finally, you’ll bring it all together - testing and refining the agent to handle a variety of scenarios, both automatically and through supervised interaction.

So, whether you're an Automation Developer or an Automation Enthusiast exploring what’s next in AI-powered automation, this course equips you to deliver solutions that are not only intelligent but enterprise-ready.

This course can be completed in approximately 1 hour and 20 minutes. To receive a diploma of completion, learners must pass the knowledge check and submit the feedback survey.

Learning prerequisites

This course assumes that you have a working knowledge of agent development and prompting fundamentals. We recommend completing the Build your first agent with UiPath Studio Web and Agentic Prompt Engineering courses beforehand to enhance your learning journey.

Audience

The Configure context and escalations for agents course is created for Automation Enthusiasts, Business Users, Automation Developers, or curious learners who are keen to explore how intelligent agents can enhance business processes through decision-making, context handling, and dynamic interaction.

Agenda

This course is structured into three core lessons and a hands-on practice module: 

• Implementing context grounding using storage buckets 

• Designing and building an escalation app from scratch 

• Integrating and testing escalation logic in your agent 

• Build a complaint resolution system using two agents and an escalation flow 

Learning objectives

At the end of this course, you should be able to: 

• Understand when to use connectors vs. storage buckets for grounding agent responses.  

• Create agents that reference internal documents via storage buckets.  

• Build and configure an escalation app using Studio Web and Action Center. 

• Embed escalation logic within your agent’s prompts and decision-making flow. 

• Build a multi-agent complaint resolution system that blends automation with human oversight.