How Do I Edit or Delete a Procedure?

Last updated: November 5, 2026

You can update a Procedure's name, trigger, instructions, or provisioning at any time, or remove it entirely. After reading this article, you'll be able to edit or delete your organization's Procedures.

Required permissions:

  • The AI: Manage permission is required to edit or delete Procedures.

Edit a Procedure

  1. Go to Admin --> Ambition Agent --> Procedures.

  2. Click on the ellipses icon beside the Procedure's name.

  3. Click on Edit.

  4. Update the Name, Trigger, Instructions, or Provisioning fields.

  5. Click on Save to apply your changes.

Delete a Procedure

  1. Go to Admin --> Ambition Agent --> Procedures.

  2. Click on the ellipses icon next to the Procedure's name.

  3. Click on Delete, then click on Delete again to officially remove the Procedure.


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