AI Agent: Task Management Assistant

Oracle WMS brings advanced task management capabilities via AI Agents integrated into the Redwood UI and Redwood Mobile. We are now introducing a new Task Management Assistant (AI Agent) that helps with the following actions:

Search for “Orders at Risk” that have not shipped by the required dates (example: orders that haven’t shipped by today).
Get list of such orders, including order number, required ship date, customer name and create timestamp.
View tasks associated with a specific order number.
Prioritize order tasks in the agent workflow (example: reprioritize tasks for urgent orders).
If an order is in created status and no tasks are associated with it, reprioritize the order itself.
Assign a task to a user.

NOTE: This AI Agent is available only on the Redwood UI and Redwood Mobile.

Here is a snapshot of the Task Management Assistant’s capabilities:

Task Management Assistant

IMPLEMENTATION

To implement this AI Agent, we have introduced the following in Redwood:

A new app configuration “AI-AGENT-STUDIO” on the SaaS App Configuration (SaasAppConfigView) UI to connect with Fusion AI Agent Studio.
A new UI screen AI Agent Configuration (AiAgentConfigView) to add AI Agents.
A new action button AI Agents on the Groups UI to assign AI Agents to a group.
A new button Ask on the Redwood UI and Redwood Mobile to launch AI Agents.

Before you use the AI Agent, you have to complete the key configurations mentioned below in Steps to Enable and Configure. Once you complete all configurations, you can launch the AI Agent and use prompts to perform specific tasks.

You can configure these configurations only on the Redwood UI.

SAMPLE PROMPTS AND TASK MANAGEMENT ASSISTANT’S BEHAVIOR

Here are some sample prompts/questions that could be useful when interacting with the Task Management Assistant:

Sample Prompt/Question	Task Management Assistant’s Behavior
Can you share all orders that are not shipping today?	Displays the first 20 late orders.
What orders are missing shipping date?	Displays the first 20 late orders.
Show tasks for Order {order number}	Displays tasks for the order and are not prioritized (priority=0) yet. If no tasks are associated with the order, returns a generic message.
Assign Task for Order {order number} to User {WMS user id}	Assigns all tasks for the order to the specified user.
Prioritize Order {order number}	Reprioritizes the “ready” status tasks for the order. If the order is in “created” status, reprioritizes the order priority itself.
Out-of-scope or non-functional questions	Returns a generic message.

NOTE: The AI Agent displays a up to 20 records only.

Steps to Enable and Configure

The following are the key steps involved in configuring and launching the Task Management Assistant:

Configure “AI-AGENT-STUDIO” on the SaaS App Configuration (SaasAppConfigView) UI with required fields.
Create AI Agents (Task Management Assistant) with “Agent Team Code” on the AI Agent Configuration (AiAgentConfigView) UI.

NOTE: Agent Team Code must be unique to the company and match the team code in Fusion AI Agent Studio.

Assign the AI Agent to the desired group.
On the Redwood UI, hover over Ask Oracle Button and click “Ask” button to launch AI Agent pane. From the list of AI Agents, select your Task Management Assistant.

On the Redwood Mobile, you can click Ask button to launch AI Agent pane.

NOTE: If only one AI Agent is configured, the system launches the configured AI Agent.

Provide your prompts to perform specific requests as mentioned above.

KEY CONFIGURATIONS

To connect with Fusion AI Agent Studio app, do the following:

On the SaaS App Configuration UI, click Create.
From the App Name drop-down list, select AI-AGENT-STUDIO.
Enter the following mandatory fields:

In the UI, the parameter fields are labelled as “App parm3”, “App parm4,” and so on. These field names do not indicate their purpose within the SaaS App Configuration screen. You may need to obtain some of this information from your Oracle Cloud administrator.

NOTE: Prerequisite – make sure FA IDCS Oauth2 with grant-type JWT confidential app is configured.

Refer to the following table for each parameter’s meaning and the format required.

Field Name	Description	Sample Format
Base URL	FA AI Studio Base URL	Fusion base URL where AI Studio is hosted. https://xxx.fa.us6.oraclecloud.com
App parm3	IDCS Token URL	https://idcs-xxx.identity.oraclecloud.com:443/oauth2/v1/token
App parm4	Client ID of the WMS confidential app in FA IDCS	Enter the Client ID. In your OCI Instance follow the path “Identity and Security” > Domains > select the domain that hosts the OIC instance. From the Domains screen, click “Oracle Cloud Services” tab. Search or browse to your OIC application, click to open.
App parm8	Private key for the WMS confidential app in FA IDCS	A valid RSA private key. This is used to sign the access token request. It should be in the format of PKCS#1. NOTE: App parm8 is encrypted in the database and not displayed in the grid view (but it is editable).
App parm9	Public x509 cert	corresponding to private key entered in the app parm8 field

NOTE: SaaS App configurations can be created for Facility * (one AI Agent configuration per company).

Click Save.

To add the Task Management Assistant to the list of available AI Agents, do the following:

On the AI Agent Configuration UI, click Create.
Enter your AI Agent Name and Agent Team Code.

NOTE: Agent Team Code must be unique to the company and match the agent team code in Fusion AI Agent Studio.

Click Save.

You need to assign AI Agents to groups. To add an AI Agent to a group, do the following:

On the Groups UI, select a group for which you want to assign the AI Agent.
Click More Actions (elipses button to the right of the Refresh button) (…), then AI Agents action button. .
On the AI Agents screen, click Create.
To assign an AI Agent to the selected group, select the AI Agent from the drop-down list.

NOTE:

The system populates the AI Agent list from the AI Agent Configuration.
If ODA and AI Agent Configuration are enabled for your group, the system launches AI Agent only.

Click Save.

To access the Task Management Assistant after it is configured:

Launch Redwood UI or Redwood Mobile.

If you are in the legacy UI, to launch Redwood UI, from the User drop-down list, click Try the New Redwood Experience.

Hover over the Ask Oracle button at the bottom right.

The Ask slide-out button appears to the left of the Ask Oracle button.

NOTE: On the Redwood Mobile, only the Ask button is available. You can skip step 2 for Redwood Mobile.

Click the Ask button.
From the list, select the Task Management Assistant and enter a prompt to get started.

NOTE: If only one AI Agent is configured, the system automatically launches the configured AI Agent.