Comprehensive Documentation on Implementing EPM Assistants in AI Agent Studio

The Getting Started Guide now includes a comprehensive Implementing EPM Assistants in AI Agent Studio chapter that provides a structured, end-to-end implementation workflow. The new guidance walks administrators through each implementation phase—from defining scope and requirements, configuring access and authentication, and importing EPM Assistants, to validating and deploying AI agents—along with completion criteria for each phase to help ensure a successful implementation.

Applies to: Account Reconciliation, Enterprise Profitability and Cost Management, Financial Consolidation and Close, Freeform, Narrative Reporting, Planning, Tax Reporting

Business Benefit:  The new chapter provides administrators with a clear, phased deployment approach that simplifies planning, reduces implementation complexity, and promotes consistent, secure deployment of EPM Assistants.

Key resources