1. Implementing and Using Journeys
  2. Configure Agent Task Type in Journeys

Configure Agent Task Type in Journeys

The Agent task type in guided journeys uses Oracle Artificial Intelligence (Oracle AI). You can use this task type to allow employees to directly interact with the AI platform.

For example, managers can type a question to find the process to onboard new hires in their organization.

Consider this example. As part of the process for onboarding new hires, Ravi wants to find answers for the questions he has related to employee onboarding. To help Ravi, you need to create a tool and agent for the onboarding process and associate the agent with the tool that contains the data to be searched by the agent. The tool contains the documents with the questions and answers related to the process being carried out by the agent. In this case, since it's an onboarding agent, the tool that you select needs to be related to the onboarding process so that the agent can search and respond with the correct answers. Lastly, you enable the guided journey task in the Journeys UI.

Before You Start

Enable Agent Task in Journey Redwood Page

  1. Associate the agent that you created with the Agent type task that you create in your guided journey. To do this, follow these steps:
    1. Navigate to the home page and click the My Client Groups tab.
    2. Click Show More under Quick Actions.
    3. Click the Guided Journey quick action in the Journeys Setup area.
    4. Search and select the guided journey where you want to create the Agent type task.
    5. On the Overview tab, navigate to the Tasks section.
    6. Click Add and enter the values shown in this table. For other fields, use default values.
      Field Value
      Task Name Onboarding Advisor
      Task Description Optional
      Add instructions for this task Optional
      Task Type Agent
      Configuration Onboarding Agent
    7. Click Save.
  2. Associate the guided journey Agent task with the Redwood page. For more information about enabling a guided journey for Redwood pages, see the topic in the Related Topics section.

When you run the Onboarding Advisor task in the Redwood page, you can type your onboarding questions in the agent search box. For example, you can type What is the medical insurance coverage in India? and press ENTER to view the answers. You can continue any further questions in the answer window. Click Sources to view the document from where the answers are obtained.

Points to Consider

  • You can use the Agent task type only in a guided journey.
  • You can associate different AI agents with different journey tasks. For example, you can associate a Promotion Agent with a promote journey task and a Benefits Agent with a benefits journey task. You can also reuse the same agent for multiple journey tasks. For example, a Knowledge Transfer Agent can be associated with a promotion journey, transfer journey, or an offboarding journey.
  • The Agent task type is only available when using guided journeys on Redwood pages.
  • The interaction with the agent is only displayed on the UI and not stored anywhere.
  • The Agent task type can't be created in the task library or in a task group.
  • The AI Agent can't reference documents in the journey template. It can only reference the documents that you upload when you configure the tool.

Related Topics