Subscription Advisor AI Agent

Subscription Advisor delivers intelligent, context-aware assistance tailored to user operations within the subscription management environment. Key capabilities include:

  • Real-time responses to subscription, billing, and asset related queries through a conversational user interface.
  • Context-sensitive summaries of subscriptions, including asset coverage, billing status, and renewal timelines.
  • Guidance on actions such as subscription cancellation, including clear breakdowns of fees, refunds, and scheduling of credits to future invoices.
  • Integrated support for reviewing invoices, monitoring disputed charges, and understanding resolution status.
  • Integrated support for viewing the asset hierarchy and the service requests associated with an asset.
  • Support for suspending/closing/resuming a subscription contract and a subscription line.

Subscription Advisor empowers organizations to maximize operational efficiency and customer satisfaction by:

  • Simplifying the discovery and management of complex subscription data through intuitive AI-driven assistance.
  • Accelerating billing operations and reducing manual effort with instant access to critical financial information.
  • Enhancing decision-making with timely, accurate insights into subscription status, invoices and asset coverages.

Steps to enable and configure

Leverage Application Composer to expose and adjust page layout and attributes. To learn more about extending your application using Application Composer, visit Oracle Help Center > your apps service area of interest > Books > Configuration and Extension.

Step 1. Enable the Subscription Advisor Agent

  1. From the Navigator Menu, go to Tools > AI Agent Studio.
  2. On the AI Agent Studio home screen, ensure you are in the AI Agent Studio tab.
    • You will see a card for Subscription Advisor.
  3. On the Subscription Advisor tile, choose one of the following:
    • Copy Template: Recommended for quick setup. This automatically creates the Agent Team and artifacts.
    • Use Template: For advanced customization. You will manually create all artifacts (Agent Team, Agent, Tools, Topics, and Business Objects).
  4. Once copied/created:
    • Open the new Agent Team.
    • Make any changes (for example: remove or add tools).
    • Under the Security tab, set the roles who can access the agent.
  5. Test the agent in AI Agent Studio to confirm it works.
  6. Click Save and Publish.
    • Note down the Agent Team ID for later use.

Step 2. Create a Smart Action to Access the Agent

  1. Create a publishable sandbox and include Application Composer in it.
  2. In Application Composer, create a Custom Smart Action (UI based).
  3. Select Agent Team as the Action Type.
  4. From the dropdown, choose the Subscription Advisor Agent Team you created in Step 1.
  5. Save your Smart Action.
  6. Test the action from a Subscription Smart Actions menu to ensure the agent responds correctly.
  7. Once validated, Publish the sandbox to make it available to end users.

Tips and considerations

  • Copy vs. Use Template
    • Copy Template: Faster setup. The system automatically creates all required artifacts with a common prefix (reducing manual steps).
    • Use Template: Requires you to manually add details for every artifact (Agent, Tools, Topics, Business Objects) before the Agent Team is created.
  • Review Tools: After the Agent Team is created, check which tools are relevant to your implementation. If any tool is not required, you may safely remove them.
  • Testing with Debug Option: When testing the agent in AI Agent Studio, you can run queries with test payloads.
  • Save and Publish: Always remember to Save and Publish after configuration or changes so the updates are available in runtime.

Key resources

To learn more about agent studio, please refer the following documentation 

https://docs.oracle.com/en/cloud/saas/fusion-ai/aiaas/overview.htm

Access requirements

Before enabling the Subscription Advisor Agent, make sure the correct roles and privileges are assigned:

  • To create and configure AI Agents the user must have the role: ORA_DR_FAI_GENERATIVE_AI_AGENT_CX_ADMINISTRATOR_DUTY
  • To access or use AI Agents end users must have the role: ORA_DR_FAI_GENERATIVE_AI_AGENT_RUNTIME_DUTY
  • For Chat UI access to AI Agents at runtime users must also have the privilege: HRC_ACCESS_AI_AGENT_CHAT_PRIV

Work with your Security Administrator if you don’t have these roles assigned.