Upload Policy Documents

Upload corporate travel and expense policy documents so Expenses Agent can reference them when answering employee questions about company policy through natural language queries.

Note:

• In 26B and later, policy documents are uploaded and managed in AI Agent Studio. Customers upgrading from earlier releases must upload their existing policy documents into AI Agent Studio.

  For details, see Expense Policy Inquiry Enhancements Using Expenses Agent.

• Existing customers must enable the Email-Based Expense Completion Using Expenses Agent FSM opt-in to use the enhanced Expense Policy Inquiry capability. See Enable Email-Based Expense Completion and Expense Policy Inquiry.

  New customers have this functionality enabled by default.

Upload a Policy Document

1. Sign in with Administrator credentials.
2. Navigate to Tools > AI Agent Studio.
3. Search for Get Expense Policy Document.
4. In the Documents section, select Add.
5. Enter the document name, and drag and drop the file you want to upload.
   Tip: Use policy documents written in plain language that clearly define spending limits and any country or location-specific policies. Well-organized policy documents help Expenses Agent provide more accurate and consistent responses to employee questions.
6. Set the Status to Ready to Publish and save.

Process and Publish the Document

After adding, editing, or deleting a document:

1. Sign in as an Application Implementer.
2. Run the Process Agent Documents scheduled process.
3. After the process completes, return to AI Agent Studio.
4. Select the document from the Get Expense Policy Document tool, and change the Status to Published.