How to connect DialogFlow CX with Vertex AI playbooks

Other Questions AI Agent
1

I’m having trouble setting up a connection between my DialogFlow CX agent and a Vertex AI playbook.

I watched a Google tutorial that showed how to route from DialogFlow CX to what they called a Vertex AI playbook. I think these playbooks are now renamed to agents in the current interface.

The tutorial said I should:

  1. Navigate to the Start Page in my agent setup
  2. Click on Routes section
  3. Look for Transitions and find the playbooks option

But here’s my problem - when I open the Routes menu and check Transitions, there’s no playbooks selection available. The option just isn’t there.

Has anyone else run into this issue? Maybe the UI changed since that video was made? I’m wondering if I’m missing some configuration step or if this feature moved somewhere else in the interface.

Any help would be appreciated!

2

Jack, same thing happened to me recently - turns out feature rollout varies by account. First, check your DialogFlow CX version. Older versions don’t have this integration at all. If you’re on the latest version, the playbook connection is usually in webhook configuration, not direct transitions. Try creating a webhook fulfillment that points to your Vertex AI agent endpoint instead of hunting for the built-in option. Google’s docs often get ahead of the actual UI deployment, especially with newer Vertex AI features. Also check if your billing account has the required quotas enabled - some advanced integrations need explicit quota approval.

3

They moved the playbooks option in a recent update - it’s not under Transitions anymore.

Check your agent settings for “Generative AI” or “Gen AI” section. That’s where you’ll find the Vertex AI playbook integration now.

Still missing? Enable the Vertex AI Agent Builder API in your Google Cloud project first. Had the same problem a few weeks back and that solved it.

Also make sure you’re in the right project - easy to have multiple projects with APIs enabled in different ones.

4

Sounds like a regional availability or permissions issue. Vertex AI playbooks isn’t rolled out everywhere yet - might not be available in your region or account type. I ran into the same thing last month where I could see it in the docs but it wasn’t in my console. First, check if your project region supports it - it’s mostly US regions right now. Second, make sure your service account has the right Vertex AI permissions. Google Cloud features often need specific IAM roles that aren’t mentioned in tutorials. Try accessing it through the main Google Cloud Console instead of DialogFlow - sometimes the integration works differently depending on how you get there.

5

hey jack, i think you might have to check the fulfillment section, not transitions. that’s where the vertex ai stuff is at. also, make sure all your apis are on, since sometimes missing ones hide options in the ui. good luck!