AI Agents

With this feature, you can deploy Agent enabled Guided Journeys to answer user questions about HR policies. You can upload various sources of information such as policy documents, contractual agreements, and government regulations. Through a chat experience, embedded in transactional pages, users can ask questions and get highly targeted responses sourced from these uploaded documents.

Give users contextual advice on all HR related questions using policy information.

Steps to Enable

Verify that these profile options are set to Y:

Navigate to My Client Groups and open the Configure HCM Agents quick action.

Configure a Tool

1. Go to the Tools tab.
2. Click Add in the top left. You will be taken to a screen that prompts you to create a new tool.
3. Enter the name and description.
4. Under Documents, you will add the documents to the tool. You can add single document or multiple; add each document one at a time. 
5. For each document, follow these steps:
   • Click Add to create a new document.
   • Enter the Document Name 
   • Upload the corresponding attachment by clicking the attachment link.
   • Save the document.
6. After saving all documents, click Add in the top right to add your Tool to the system.
7. You will return to the Tools page. Re-open the tool you created.
8. Notice the status of your documents is Draft. Edit each document and change the status to Ready to Publish.

Submit an ESS Job

To ingest the attachments, submit an ESS job:

1. Go to Navigator and open the Scheduled Processes.
2. Click Schedule New Process.
3. In the Name field, enter "Process Agent Documents".
4. Click OK and then Submit.
5. Return to the Configure HCM Agents page and re-open your tool.
6. Confirm that the status of your documents has changed to Published.

Create an Agent

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

1. Navigate to the Agents tab.
2. Click Add in the top left to create a new agent.
3. Enter the following:
   • Name, Code, Description and Category
4. Under Tools, click Add and select the tool you created in the previous steps.
5. Click Save to bind the tool to the agent.
6. Click Add in the top right to add your agent to the system.

Create a Guided Journey Agent Task

1. Navigate to My Client Groups and click Show More.
2. Search for Guided Journey and open the page.
3. Click Create at the top to make a new Guided Journey.
4. Enter a name for a guided journey, and click Create Draft.
5. Under Tasks, click Add.
6. Enter the following:
   • Task Name
   • Task Type: Select Agent.
   • Configuration: Select the agent you created in previous steps.
7. Click Save.
8. Click Activate in the top right to activate your Guided Journey.
9. Not the guided journey code, you will need it in further steps.

Wire the guided journey with an agent to the desired page.

1. Navigate to the page you want to enhance with agent capabilities.
2. Access Visual Builder Studio:
   • Click Settings and Actions in the top right.
   • Select Edit Page in Visual Builder Studio.
3. Create or select existing project.
4. In the right-hand panel, locate the page property for page level guided journey.
5. Enter the Guided Journey code noted previously.
6. Switch to the live view to test interactions with your agent.
7. Follow your organization guide to publish your page customization.

Tips And Considerations

Below is a sample of Agents that could be set up:

Please note that you are not limited to just the above list of Agents. You can set up Agents on any page that has Guided Journeys enabled.

Key Resources

Oracle is pleased to announce an Early Adopter program to assist a chosen group of customers with the setup of AI Agents.

For more details, click here: https://community.oracle.com/customerconnect/discussion/826180/join-the-ai-agents-early-adopter-program-for-cloud-hcm-and-scm/p1?new=1

Access Requirements

To access the Configure HCM Agents Admin page, you need this functional privilege:

To access chats with agent enabled Guided Journeys, you need this functional privilege: