Configure Tool

You need to configure the AI Agent to add documents.

1. Navigate to My Client Groups > Tools > Configure HCM Agents quick action.
2. Click Add. You will be prompted to create a new tool.
3. Enter the name and description.
4. Under Documents, add single or multiple documents to the tool. However, you can add one document at a time.
5. For each document, follow these steps:
   • Click Add to create a new document.
   • Enter the Document Name.
   • Click the attachment link to upload the corresponding attachment.
   • Save the document.
6. After saving all documents, click Add to add your Tool to the application.
7. On the Tools page, re-open the tool you created.
8. Notice the status of your documents is Draft. Edit each document and change the status to Ready to Publish.