How do I set up AI Agents in Redwood Benefits pages?

AI agent-enabled guided journeys answer user questions about benefits programs, plans, and policies through a chat experience.

You can upload benefits related documents by using document tools that are used by an AI agent to answer any questions through a chat experience. Here's a diagram to show you how it works.

Here’s how you set up AI agents:

1. Ensure you’ve set up these security privileges:
   • HRC_MANAGE_AI_AGENT_PRIV
   • HRC_ACCESS_AI_AGENT_CHAT_PRIV
2. Enable these profile options:
   • ORA_HCM_VBCS_PWA_ENABLED
   • ORA_PER_GUIDED_JOURNEYS_SETUP_REDWOOD_ENABLED
   • ORA_PER_AGENT_TASK_TYPE_GUIDED_JOURNEYS_ENABLED
   • ORA_BEN_SELF_SERVICE_ENROLLMENT_REDWOOD_ENABLED
3. Do these steps on the Configure HCM Agents page. See the Set Up AI Agents section in the How do I set up AI Agents for Redwood Pages playbook if you need more details.
   1. Add a new document tool and upload the required benefits documents. You can add multiple tools.
   2. Add a new agent and link the tool you created.
   3. Run the Process Agent Documents process.
   4. Create a guided journey. Add an Agent task type and select the agent you created.
   5. Activate the guided journey. Take note of the journey code.
4. Configure the benefits page with the guided journey. See the Extend Application Page with Agent Guided Journey topic for details. In summary:
   1. On the home page, click Me > Benefits.
   2. Edit the page in Visual Builder Studio.
   3. Set the pageLevelJourneyCode property with the journey code you created.
5. Preview and publish your changes.