Case Study

In this playbook, a case study is used to illustrate the connectors workflow. The case study is based on a fictitious company named Vision Corp., a global high-tech company that sells laptop and multiple server product lines. Vision Corp. would like to create AI agents to answer customer queries using the content in their data sources such as SharePoint, web pages, and custom content.

In this case study, John Allens, an administrator at Vision Corp. performs the setup tasks. John has the following job roles:

• IT Security Manager
• Knowledge Author

John may need additional roles apart from the roles listed here. For more information on AI Agent Studio specific requirements, see Access Requirements for AI Agent Studio.