Team Goals Assistant Agent
The Team Goals Assistant is your AI-powered digital assistant to help you manage your team’s performance and development goals. This digital assistant enables you to perform these tasks through a secure and conversational interface:
- View a summary of your team's goals.
- View an individual member’s performance or development goal.
- Assign new goals.
- Update a team member’s performance or development goal.
Built on Oracle’s AI Agent framework and powered by advanced large language models (LLMs), the agent interprets your natural language questions and delivers accurate, role-based information within your security permissions.
These are the features of the Team Goals Assistant:
- Preconfigured: Ready to use immediately—no setup or configuration required
- Secure: Employee access strictly follows your data access and role privileges
- Context Sensitive: It’s aware of the current date and keeps track of the chat.
- Conversational: Responds to your requests in natural language, making it easy and intuitive to find information.
You can use this agent through a guided journey. For example, you can invoke it from a guided journey on the Team Goals Center page.
Here are some sample questions that the agent can answer:
- Give me a summary of my team's performance goals.
- Give me a summary of my team's development goals.
- Do any of my team members have performance goals that are due within the next 5 days and are not complete yet?
- List Rina's performance goals.
- Which development goals has Terry Smith completed this year?
- Update the progress of Todd's “Improve risk management skills” performance goal to 25%.
- Create the “Improve Customer Satisfaction” performance goal for Julianna and Margaret.
- Assign a new performance goal for my team called "Streamline Testing Procedures".
By providing quick and relevant information, the Team Goals Assistant saves time, improves decision-making, and helps to easily manage your team’s goals. It eliminates the need to navigate to multiple pages for answers.
Steps to Enable
Your environment must have the appropriate services for Oracle Applications Platform deployed. For more information, see FAQ2521 on My Oracle Cloud Support.
Set these profile option values as indicated in the table.
| Profile Option Name | Profile Option Code | Value |
|---|---|---|
| Enable Security Console External Application Integration | ORA_ASE_SAS_INTEGRATION_ENABLED | Yes |
| Enable VBCS Progressive Web Application User Interface | ORA_HCM_VBCS_PWA_ENABLED | Y |
| Redwood Guided Journey Setup Page Enabled | ORA_PER_GUIDED_JOURNEYS_SETUP_REDWOOD_ENABLED | Y |
| Agent Task Type Enabled for Guided Journeys | ORA_PER_AGENT_TASK_TYPE_GUIDED_JOURNEYS_ENABLED | Y |
For more information about setting profile option values, see How do I enable a profile option?.
Enable permission groups for appropriate roles. For more information, see Access Requirements for AI Agent Studio.
To learn how to set up AI agents, see Create AI Agents Using Preconfigured Agent Team Templates.
Create a guided journey task for the Team Goals Assistant AI agent. For more information, see Configure Agent Task Type in Journeys. Note the guided journey code and add it to the guide journey page property of the page from which you want to invoke the Team Goals Assistant AI agent. For example, on the Team Goals Center page you can add the guided journey code to the Set Guided Journeys Code at the Page Level page property. For more information, see Extend Application Page with Agent Guided Journey.
Tips And Considerations
If you don’t specify the goal type in your query, then the agent assumes that you’re enquiring about performance goals.
Key Resources
Access Requirements
The agents you can view depend on the roles and privileges assigned to you. To access this agent, your role must be explicitly granted access to it by an AI Studio Administrator. For more information, see How can I give users access to AI agents and Access Requirements for AI Agent Studio.