Introduction

In this guide, we will configure the Procurement Policy Advisor agent. The advisor addresses employees' procurement request questions and provides guidance to drive compliance to organizational policies, while employees are creating their requisitions.

Objectives

After this lab, you will be able to:

  • Configure the profile options, roles and policies necessary for setting up a SCM Agent
  • Create a SCM Agent
  • Create a Guided Journey
  • Enable an Agent type Guided Journey in Visual Builder Studio

Prerequisites (Not Required for Partner Workshop)

Before creating an AI Agent, ensure the following administrator values, roles, and privileges are set:

  • Administrator Profile Values:
    • Navigate to Settings and Actions → Setup and Maintenance → Tasks → Search → Manage Administrator Profile Values.
    • Set the following profile values to Y:
      • ORA_HCM_VBCS_PWA_ENABLED
      • ORA_PER_GUIDED_JOURNEYS_SETUP_REDWOOD_ENABLED
      • ORA_PER_AGENT_TASK_TYPE_GUIDED_JOURNEYS_ENABLED
  • Roles and Privileges:
    • Navigate to the Security Console.
    • Create a new role: AI_AGENT_ADMIN_ROLE.
    • Assign the following privileges to the role:
      • HRC_MANAGE_AI_AGENT_PRIV
      • HRC_ACCESS_AI_AGENT_CHAT_PRIV

Task 1: Configure a Tool

To get started:

  • Navigate to My Client Groups.
    • Navigation to My Client Groups
  • Click Show More.
  • Search for "Configure HCM Agents" and open the Configure HCM Agents page.
    • Navigation to Configure HCM Agents

The Procurement Policy Advisor requires a Procurement Policies Tool containing four documents. Follow these steps:

  1. Go to the Tools tab.
  2. Click Add in the top left to create a new tool.
    3. Add a tool
  3. Enter the following:
    • Name: "[Your Username]_Procurement Policies Tool"
    • Description: Provide a brief description.
  4. Under Documents, click Add to create a new document: Create a document Save the document
  5. After saving all documents, click Add in the top right to add your new documents tool to the system.
    6. Add the tool
  6. You will return to the Tools page. Re-open the tool you created.
    7. Reopen the tool
  7. Notice the status of your documents is Draft. Edit each document and change the status to Ready to Publish.
    8. Edit the document Change document status from Draft to Ready to Publish

Task 2: Submit an ESS Job

To ingest the attachments, submit an ESS job:

  1. Click the hamburger menu in the top left and select Show More.
    2. Click the hamburger menu
  2. Expand Tools menu group and click Scheduled Processes.
    3. Navigate to Scheduled Processes
  3. Click Schedule New Process.
    4. Click Schedule New Process button
  4. In the Name field, enter "Process Agent Documents".
  5. Click OK and then Submit.
    6. Submit Process Agent Documents ESS Job
  6. Ensure that the ESS job has a status of "Succeeded".
  7. Return to the Configure HCM Agents page and re-open your tool.
  8. Confirm that the status of your documents has changed to Published.
    9. Document statuses have all been changed to Published

Task 3: Create an Agent

Now, create an agent and bind it to the tool:

  1. Navigate to the Agents tab on the Configure HCM Agents page.
  2. Click Add in the top left to create a new agent.
    3. Add a new agent
  3. Enter the following:
    • Agent Name: "[Your Username]_Procurement Policy Advisor"
    • Code: "[Your Username]_PPA"
    • Description: Provide any description.
    • Category: Select "Other".
  4. Under Tools, click Add and select the "Procurement Policies Tool" you created.
    5. Add the Procurement Policies Tool to the agent
  5. Click Save to bind the tool to the agent.
  6. Click Add in the top right to add your agent to the system.
    7. Add the agent

Task 4: Create a Guided Journey Agent Task

Enable the agent on the Responsive Self Service Procurement homepage using Guided Journeys:

  1. Return to the homepage.
  2. Navigate to My Client Groups and click Show More.
  3. Search for Guided Journey and open the page.
    4. Navigate to Guided Journey
  4. Click Create at the top to make a new Guided Journey.
    5. Create Guided Journey
  5. Enter a name, "[Your Username]_Procurement Policy Advisor Guided Journey", and click Create Draft. Note the Code generated; you will need it later.
    6. Create Guided Journey
  6. Under Tasks, click Add.
  7. Enter the following:
    • Task Name: "Need help with your requests?" (this will display on the Responsive Self Service Procurement page).
    • Task Description: "Ask your Procurement Policy Advisor" (this will display on the Responsive Self Service Procurement page).
    • Task Type: Select Agent.
    • Configuration: Select the "[Your Username]_Procurement Policy Advisor" agent you created.
      • Select Agent to use
  8. Click Save.
  9. Click Activate in the top right to activate your Guided Journey task.
  10. Optionally, click Preview to see how your agent will appear and interact with it.

Task 5: Enable the Guided Journey Task

Wire the agent to the desired page:

  1. Navigate to the Responsive Self Service Procurement homepage: Procurement → Purchase Requisitions (New).
  2. Access Visual Builder Studio:
    • Click your avatar icon in the top right.
    • Select Edit Page in Visual Builder Studio.
      • Navigation to Visual Builder Studio
  3. In the right-hand panel under Page Properties, locate the field named Responsive Self Service Procurement Homepage Journey Code.
    4. Enter Guided Journey Code
  4. Enter the Guided Journey task code from Task 4.
  5. Use the Preview button to save the URL for future access to the environment.

Task 6: End User Experience

Now that the Procurement Policy Advisor agent is set up, you can experience how end users will interact with it. Follow these steps to test the agent:

  1. While still in the Visual Builder Studio, enter the Preview Mode.
  2. The Procurement Policy Advisor agent should be displayed within the top-level Guided Journey banner on the Responsive Self Service Procurement homepage.
  3. Click into the Question Field Bar displayed in the "Procurement Policy Advisor" banner to start interacting with the agent.
  4. Ask questions to explore the agent's capabilities.
    5. Displays the configured Procurement Policy Advisor agent

User Queries

Try asking the following questions to see how the agent responds:

  • "When can I refresh my laptop?"
  • "Can I order a printer?"
  • "Who qualifies as an independent contractor?"

The agent will provide responses based on the documents and information you configured earlier. This allows users to receive personalized assistance for the requisitions they are creating.