Enable AI Agent in Redwood Benefits Pages

You can now deploy AI agent-enabled guided journeys to effectively answer user questions about benefits programs, plans, and policies through a chat experience. You can upload various sources of information in PDF format. The AI agent provides answers based on these documents.

You can add the AI agent support to the Redwood Benefits pages by using page-level guided journey. Benefits support page level guided journey in the landing, journey, and enrollment flow.

Structure of an Agent
An agent utilizes document tools to provide answers based on uploaded files. You can assign multiple document tools to an agent, each capable of containing one or more documents. A document represents a distinct source of knowledge, and you can upload multiple files (attachments) to a document. These documents are presented as discussion topics during a user chat experience.

This diagram explains the structure of an agent:

The diagram that explains the structure of an agent.

Security Requirements

Before you set up an AI Agent, you need to grant functional privileges to your users.

Privilege to access the Configure HCM agent administration page:

This table lists the privilege to access the Configure HCM agent administration page.

This table lists the privilege to access chats with agent enabled guided journeys.

The AI Agent feature helps employees understand and maximize their benefits packages, offering personalized insights on medical, dental, and vision coverage, based on individual needs.

Steps to Enable

At a high level, here's what you need to do to enable this feature:

1. Enable profile options.
2. Set up your AI agent:
   1. Create and configure tools.
   2. Create an agent.
   3. Run Enterprise Scheduler Service (ESS) process.
   4. Create and configure guided journey agent task.
3. Enable the guided journey.

Enable Profile Options
Verify that these profile options are set to Y at the site level:
The list of profile options to be enabled to access various pages.

Create and Configure Tools
Agent is a collection of tools. You need to first create tools so that you can attach the tools to the agent. Here’s how you create and configure tools:

1. On the Home page, click My Client Groups > Show More > Tools > Configure HCM Agents.
2. Select the Tools tab and click Add.
3. Enter the name and description.
4. Under Documents, you can add the documents. The Documents section lets you add and categorize your list of attachments. For example, you can have a document category for all your medical plans. These documents appear as different categories in your self-service pages. We recommend that you add documents incrementally rather than all at once.
5. Add the PDF attachment for each document and save your changes.
6. After saving all documents, click Add.
7. Review the tool and the attachments.
8. Edit each document and change the status from Draft to Ready to Publish.
9. Save your changes.

Create an Agent
Here are the steps to create an agent and attach the tool to the agent:

1. On the Home page, click My Client Groups > Show More > Tools > Configure HCM Agents.
2. Select the Agents tab and click Add.  
3. Enter Name, Code, Description, and Category.
4. Under Tools, click Add and select the tool that you created in the previous steps.
5. Save your changes to attach the tool to the agent. If you created multiple tools, repeat the steps to attach those too to the agent.
6. Click Add.

Run Enterprise Scheduler Service (ESS) Process
To ingest the files that you added, submit an ESS process:

1. Go to Navigator and open the Scheduled Processes.
2. Click Schedule New Process.
3. In the Name field, enter "Process Agent Documents".
4. Submit the process.
5. Return to the Configure HCM Agents page and reopen the tool.
6. Ensure that your documents' status is updated to Published.

Create and Configure Guided Journey Agent Task
After you run the ESS process to ingest the attachments, here’s how you create and configure guided journey agent tasks. 

1. My Client Groups > Show More > Guided Journey (Journeys Setup section).
2. Create a guided journey. Make note of the guided journey code. You need to enter this code for the page properties in VB Studio when you enable the journey.
3. Click Create Draft.
4. In the Tasks section, you add a task. Make sure you select Agent as the task type and select the agent you created earlier.
5. Save your changes.
6. Click Activate.

Enable the Guided Journey
After you activate the guided journey, you need to configure the Benefits self-service pages with the guided journey code. Ensure that you use Google Chrome as your browser when you use Visual Builder Studio.

1. On the Home page, click Me, Benefits.
2. From the Settings and Actions menu in the global header area, click Edit Page in Visual Builder Studio. Ensure that you have appropriate access to the VB Studio configuration to see this option.
3. If you’re accessing VB Studio for the first time, you must create a project. After you create a project, select it, and then select the Express option.
4. In this scenario, you want to enable the guided journey at the page level. The pageLevelJourneyCode property controls the display of the guided journey at the page level. Use the journey code that you created during an earlier step here.
5. Click Preview in VB Studio to view the guided journey details.
6. Click Publish to see the changes in the Benefits self-service pages.

Test Your Setup
Here are the steps to test to your setup:

1. On the Home page, click Me, Benefits.
2. Verify that the topic text box appears on the banner of the page.
3. Select a topic. The chat box appears.
4. Enter your questions and review the answers.