Configure an AI Guidance Node in a Workflow

Use the AI Guidance node to write guidance to or read guidance from the AI Guidance Store.

The AI Guidance Store provides shared storage for enterprise guidance, such as summaries, recommendations, alerts, insights, and actions for consistent use across agentic experiences.

You can associate guidance with a business object and associated business record, using the business object’s record-resolution and security model. You can also associate guidance with an agentic application or an Ask Oracle plugin.

Go to AI Agent Studio.
From the Workflows tab, edit a workflow and add an AI Guidance node to it.
Enter a name and description for the node. The code is automatically populated based on the name.
Select an error handler node to define failure handling.
From Operation, select the operation that you want the node to perform. Read mode is selected by default.
- Read: This operation retrieves existing guidance for the applicable context. For a business object, the node validates the current user’s access to the business object before retrieving its guidance.
- Write: Select this operation when the workflow has generated guidance that you want to store and make available to other users. Specify the guidance to store and the applicable attributes for the guidance.
In Reference Type, specify the reference with which the guidance is associated. Select one of the following tabs as per your requirement:
- Business Object: Associate the guidance with a specific business object and business record.
  - From the Family list, select the applicable product family.
  - From the Product list, select the applicable product.
  - From the Business Object list, select a business object enabled for AI Guidance Store.
  - In the Record Key field, enter the value that identifies the business record or use an expression to specify the value. For more information, see Expressions.
- Agentic Application: Associate the guidance with an agentic application.
  - From the Application Code list, select the agentic application to associate with the guidance.
- Ask Oracle Plugin: Associate the guidance with an Ask Oracle plugin.
  - From the Plugin Code list, select the Ask Oracle plugin to associate with the guidance.
In the Filter field, enter the criteria to filter the applicable guidance or use an expression to specify the filter criteria. For more information, see Expressions.
In the Returned Reference Filter field, enter the criteria to filter the references returned by the node or use an expression to specify the filter criteria. For more information, see Expressions.
In the Target Persona field, enter the persona for which the guidance applies or use an expression to specify the value. Use ALL when the guidance applies to all supported personas. For more information, see Expressions.
Review Output Specification. The output schema is predefined for the selected artifact and is read-only.
Publish the workflow.

When the workflow runs, a Write operation stores the generated guidance in the AI Guidance Store and associates it with the configured reference. For a business object, the business object is the primary reference for the stored guidance, making the guidance available to subsequent consumers.

A Read operation retrieves existing guidance for the configured context. For a business object reference, the node resolves the applicable business record and validates the current user’s access to that object before retrieving its guidance. The configured filters and target persona further determine the applicable guidance returned by the node.