Redwood: SCM AI Agents

Deploy AI agents in guided journeys to answer user questions about standards, regulations, and policies, and to provide troubleshooting guidance. You can upload various sources of information for the AI agents, such as policy documents, regulations (industry, geographic, governmental), standard operating procedures, and more. Through a chat experience that's embedded in transactional pages, users can ask questions and get highly targeted responses sourced from these uploaded documents.

Example: Receiving Agent interacts with AI agent to inquire about material handling best practices to ensure compliance

You can deploy AI agents to:

• Provide an interactive question-and-answer experience
• Expedite completion of business tasks by providing answers in the context of those tasks
• Give easy access to content that's typically embedded in documents that are stored offline, or that are difficult to understand

Steps to Enable

1. In the Setup and Maintenance work area, use the Manage Administrator Profile Values task to set the following profile values to Y:

• Enable VBCS Progressive Web Application User Interface (ORA_HCM_VBCS_PWA_ENABLED): Set at site level
• Redwood Guided Journey Setup Page Enabled (ORA_PER_GUIDED_JOURNEYS_SETUP_REDWOOD_ENABLED): Can be set at site level or user level
• Agent Task Type Enabled for Guided Journeys (ORA_PER_AGENT_TASK_TYPE_GUIDED_JOURNEYS_ENABLED): Can be set at site level or user level.

    In addition, verify that these profile options that enable guided journeys in the Redwood experience are set to Y at the site level:

• Journeys UI Enabled (ORA_PER_JOURNEYS_ENABLED)
• Enable Guided Journeys (ORA_PER_GUIDED_JOURNEYS_ENABLED)

2. On the home page, click My Client Groups, then Show More quick actions. In the Tools section, click Configure HCM Agents.

3. Create a tool:

1. Click the Tools tab, then click Add.
2. On the New Documents Tool page, click Add in the Documents section to add one or more documents.  
3. After you've added all your documents, click the page-level Add button.
4. On the Tools page, click Edit Tool for the tool you just created. 
5. The status of your documents is Draft. Edit each document to change the status to Ready to publish.

4. Submit the Process Agent Documents scheduled process to ingest the documents:

1. In the Scheduled Processes work area, click Schedule New Process to run the Process Agent Documents process.
2. On the home page, click My Client Groups, then Show More quick actions. In the Tools section, click Configure HCM Agents.
3. Click the Tools tab, then edit your tool.
4. Confirm that the status of your documents has changed to Published. Click Cancel.

5. Create an agent and bind it to the tool:

1. Click the Agents tab, then click Add.
2. On the New Agent page, click Add in the Tools section.
3. Select your tool and click Save.
4. Click the page-level Add button. 

6. Create a guided journey:

1. In the Setup and Maintenance work area, go to the Guided Journeys task:

• Offering: Any SCM or Procurement offering
• Functional area: Application Extensions
• Task: Guided Journeys

2. Click Create.
3. Select a creation method. For a new journey, enter a name to generate the code.
4. Note the code for later use.
5. Click Create Draft.
6. Click Add in the Tasks section.
7. Select Task Type = Agent and Configuration = the agent you previously created. 
8. Click Save, then click Activate.

7. Embed the guided journey on a page:

1. Go to the page where you want to add the agent.
2. In the Settings and Actions menu, select Edit Page in Visual Builder Studio.
3. Create or select existing project, and confirm that you're in Express mode.
4. In the Page Properties panel, enter your guided journey code in the page-level journey code field.
5. Switch from Design to Live view to test some interactions with your agent.
6. Click Publish.

Tips And Considerations

You deploy your AI agents in guided journeys, which are supported only on Redwood pages. You must enable the Redwood version of a page in your implementation if you want to embed an AI agent on the page. 

You can define and configure agents that address various business use cases. The following are some example use cases in update 25A - refer to the update 24D What's New documents to review the previously released use cases:

Agent Name	Description	Navigation
Material Handling Advisor	Provides comprehensive instructions to ensure adherence to material handling best practices, focusing on: Safety and Equipment Compliance Supports receiving agents in using appropriate safety gear and material handling equipment to align with applicable regulatory requirements, such as FDA and CGMP standards. Proper Goods Routing Establishes protocols for accurate routing of goods, including specific measures to maintain required conditions (such as temperature-controlled environments) throughout the handling process.	Inventory Management > Receipts > Expected Shipment Lines or Inventory Management (Mobile) > Receive Goods
Outbound Compliance Advisor	Provides instructions for shipping agents to ensure compliance with hazardous material placard regulations by:  - Verifying that the correct identification placards are in place prior to shipment.  -  Ensuring placards meet regulatory requirements for size, quantity, and placement.	Inventory Management > Shipments > Outbound Shipments or Inventory Management (Mobile) > Ship Goods
Goods Delivery Advisor	Provides detailed delivery instructions and restrictions to warehouse operators for designated delivery locations, including: Time Restrictions  Specifies prohibited delivery hours (for example, no deliveries during certain times). Delivery Locations Ensures that deliveries are directed to the appropriate areas (such as nurses' stations) and avoid restricted areas (such as patient rooms). These guidelines aim to ensure that deliveries are completed efficiently and in compliance with location-specific requirements.	Inventory Management > Receipts > Receipt Deliveries or Inventory Management (Mobile) > Deliver Goods
Claims Policy Advisor	Assists in getting information on claims policies, such as documentation requirements, procedures for evaluating and approving claims, guidelines on identifying and handling potential fraud, and instructions on adhering to relevant laws, regulations, and internal controls.	Order Management -> Deductions and Settlement > Claims
Supply Chain Collaboration Policy Advisor	Answers enterprise and supplier users’ questions about the rules that govern their forecast collaboration -- such as commit horizons, penalties, procedures for resolving commit mismatches, and other details -- to keep their actions in compliance.	Supply Chain Collaboration > Order Forecast and Commit

In addition:

• The Operational Procedure Advisor that was first supported in update 24D is now supported on the Work Execution Overview page in addition to the manufacturing Work Definitions page.
• The Maintenance Advisor that was first supported in update 24D is now supported on the maintenance Work Orders page (Maintenance Supervision > Work Orders tab) in addition to the Preview Work Order page (My Maintenance Work > Preview Work Order for a row in the table).

Key Resources

• For more information about embedding guided journeys in Redwood pages, see: Extending Redwood Applications for HCM and SCM Using Visual Builder Studio.

Access Requirements

To access the Configure HCM Agents quick action to set up an AI agent, you must be assigned a configured job role that contains this privilege:

Privilege Name	Code	Description
Manage Intelligent Agent	HRC_MANAGE_AI_AGENT_PRIV	Allows management of intelligent agents, tools and documents.

If you're assigned a job role that contains that privilege but you're unable to see the My Clients Groups group on the home page, then you can access the Agents page directly at:

https://<your environment URL>/fscmUI/redwood/human-resources/gen-ai/launch

To interact with agents in guided journeys, users must be assigned a configured job role that contains this privilege:

Privilege Name	Code	Description
Access Intelligent Agent Chat	HRC_ACCESS_AI_AGENT_CHAT_PRIV	Allows access to intelligent agent chat component.

Users must also be assigned a configured job role that allows access to the page where a guided journey is embedded.