Use AI Agents to Look Up Operational Procedures During Production

Welcome to the demo of the 25A feature, use AI agents to look up operational procedures during production in Fusion Manufacturing. With this feature, you can now look up operational procedures using AI agent. The AI agent specializes in topics within the knowledge base that are company-specific. Manufacturing users need to readily obtain answers on production processes and avoid spending time on searching through large, varied sets of documents.

Now, the users can access AI agent on manufacturing pages through a page-level guided journey. The agent is conversational and answers questions from the knowledge base. The AI agent also includes citations from the source documents. First, we will see how the AI agent can be used to look up operational procedures. I am logged in as a production user. I notice that my admins have deployed an operational procedure helper to help me look up procedures and process information easily.

I will be needing help when I start executing production after launching the execute production at a workstation task. I had clocked into my workstation and am about to start working on my work orders. I want to look up specifications of the treadmill I am about to assemble.

I launch the agent to ask a question to learn about the product dimensions. The agent looks this up from the specification documentation and provides the details concisely. I also would like to know the weight information, so I ask the agent to look that up for me. Finally, I want to understand how to perform inspection on the treadmill deck. The agent pulls that up so I can get clarified.

I want to double-check something related to the integrity test. When I launch the agent, it retains the conversation history. I can use the citations provided below the response to make sure I click and read the actual relevant text from the source to be absolutely sure of my understanding.

Let us see how we can set up the agents. This requires the following steps, defining tools and adding documents to the tool, publishing the documents, mapping tools to the AI agent. To set up intelligent agents, I will launch this action under My Client Groups, Configure HCM Agents. This requires the privilege Manage Intelligent Agent.

First, I will go to the Tools tab using the navigation at the bottom of the page and add a new tool. I will provide the name and description details of the tool, then add a document to the tool and start attaching files to the document. After saving the attachments in the document, I can click the Add button to save the tool. I open the tool I just created and change the status of my documents to Ready to Publish to prepare for publishing these documents.

To publish these documents, I go to Schedule Process page under tools. I find the Process Agent Documents process and run it and make sure it succeeds. I can go back and see in my tool that the process successfully published my documents. Now I can switch to the Agent tab and add a new agent. For this agent, I am going to name it and map the tool we previously defined. You can add more than one tool to an agent. Click Add button on top to save the agent.

The final step we will do is to deploy this agent into a guided journey for a page. To do that, we will create a guided journey, add an agent task to the journey, deploy the journey to an application page, launch Guided Journey task for My Client Groups, click Create to create a new journey. I created a journey by providing name and code details. For this journey, let's add a new task. Provide the task details and select task type as Agent.

This task type is enabled through agent task type enabled profile option. After choosing agent task type, for configuration, pick the tool we just created and published. After saving the tasks, activate this journey.

If your journey code matches default journey code for a page, it should appear automatically in the application. Otherwise, you can launch the VB editor express mode as an admin. Here, you provide the journey code and publish it for the users. Users need REST service guided journey read-only privilege to access the journey and access intelligent agent chat privilege to access the agent.

Here is a quick recap of all the setup steps that we just went through. To define the agents, we launched Manage Intelligent Agents task to create a tool and added our documents there. We run an ESS job to publish the documents. We created an agent and mapped our tool to it. To deploy the agent to the Manufacturing page, we created a guided journey. We added a task of the type Agent. We deployed this journey to a page using Visual Builder. This concludes the demonstration for this feature. Thank you for watching.