Redwood: Contract Advisor AI Agent

The Contract Advisor is an AI-powered chat assistant that enables users to interact with contract data through natural language questions and answers. It helps users quickly interpret complex contract information such as obligations, clauses, dates, and financial details, without manually reading through lengthy documents. This capability is available for Buy intent contracts and supports queries on contract header and line-level data (excluding descriptive flexfields). Users can also query information from uploaded contract terms which are of searchable PDF format.

Using the Contract Advisor, users can ask questions and receive concise, relevant responses derived from contract metadata and uploaded document. Follow-up questions are supported for deeper exploration and clarification.

The out-of-the-box (seeded) Contract Advisor AI agent can be customized through the AI Agent Studio, giving administrators full flexibility to refine the agent’s behavior and responses. You can adjust the underlying prompt to tailor the advisor’s conversational style, depth of analysis, and focus areas to align with specific business requirements.

To access the Contract Advisor navigate to the Contracts list page and open a contract where the Contract Advisor feature is enabled for that specific contract type.

To access the Contracts list page and view contract records, ensure that the following prerequisites are met. Refer to Access Requirements section for more details:

Enable the Redwood Contract Management opt-in using the following code:
Opt-in Code: ORA_OKC_ENABLE_REDWOOD_MANAGE_CONTRACTS
Users must be assigned at least one applicable Access Group rule such as All Contracts, Contract Owner Read Access, Contract Owner Full Access, or any other rule configured by your organization to view relevant contract records.

Before triggering the Contract Advisor chat agent, ensure that the contract terms are uploaded in the Contract Terms tab and are in searchable PDF format. Only text-based, searchable PDFs are supported (Image-based PDFs, scanned copies, or DOCX files aren’t supported). After uploading the contract terms, wait for a few seconds to allow the document to be processed before triggering the Contract Advisor.

Uploading Searchable Terms PDF in Contract Terms Tab

From the Actions menu, select Contract Advisor. The Contract Advisor actions menu option is not available out-of-the-box. You must configure it using the Custom Smart Action Setup (refer to the Custom Smart Action Setup section).

Contract Advisor Custom Smart Action

You can also access the Contract Advisor directly from the Contracts list page using the actions menu for quick access.

Contract Advisor from List Page

The chat window opens on the right side of the screen, allowing users to begin the conversation. If the chat agent is unable to provide an answer or respond, it may be due to temporary issues. In such cases, please try again after some time. A quick retry often resolves the problem, and the agent should be able to assist you shortly.

Customizable Starter Questions on Contract Advisor

Q&A on Contract Advisor

The Contract Advisor accelerates contract understanding, enhances accuracy, and significantly reduces review time. It increases efficiency for legal, procurement, and compliance teams by providing instant insights into key terms and obligations, improving decision-making and contract management productivity.

Steps to Enable and Configure

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Enterprise Contracts

1. Enable the Opt-In Feature

From the Setup and Maintenance work area, select the Enterprise Contracts offering.
Click Change Feature Opt-In in the Functional Areas pane.
In the Edit Features: Enterprise Contracts page, click the pencil icon next to Enterprise Contracts to edit the features.
Scroll down and locate the feature AI Agent Contract Advisor.
Select the Enable checkbox to activate the opt-in feature.
Click Done to save your changes.

AI Agent Contract Advisor Opt-in

2. Configure the Contract Advisor Agent in AI Agent Studio

Navigate to AI Agent Studio from the Tools menu. Ensure that all required administrator roles and privileges are assigned to access AI Agent Studio. For details, refer to the Access Requirements section.
In the search bar, locate the preconfigured agent Contract Advisor.

Contract Advisor in AI Agent Studio

Click Copy Template (recommended) or Use Template.

Contract Advisor - Copy Template

Enter an Agent Team Suffix (for example, Contract Advisor_OKC) and click Continue.
Open the copied Contract Advisor Agent Team in draft mode.
Click the Agent Team Settings icon to review and configure:

Agent Team Settings

Modify the Agent Name if required.
Security Tab - add the user roles that need access to the Contract Advisor chat from the contract UI. The roles (standard or custom) added in this tab determine which users can access the Contract Advisor. Users assigned to these roles, who also have the Fai GenAI Agent Runtime duty role, the Manage All Intelligent Agents role, and the Access Intelligent Agent Chat privilege, along with either view or edit access to the contract, will be able to open and use the Contract Advisor directly from the contract UI. For additional details, refer to the For End Users to Use Contract Advisor in UI section below.

Adding User Roles that need access to the Contract Advisor

To add roles under the Security tab in AI Agent Studio, the following setups must be completed.
- Enable the Security Console External Application Integration Profile Option
  1. Navigate to: Manage Administrator Profile Values from Setup and Maintenance
  2. In the Search panel, enter the following in the Profile Option Code field: ORA_ASE_SAS_INTEGRATION_ENABLED
  3. Click Search.
  4. From the search results, select the profile option:
    Enable Security Console External Application Integration
  5. In the Profile Values section, perform the following:
    1. Set Profile Level to Site
    2. Set Profile Value to Yes
  6. Click Save and Close to apply the change.
- Additionally, Search for the Enable VBCS Progressive Web Application User Interface (ORA_HCM_VBCS_PWA_ENABLED) profile option and set the value for the Site profile level to Y.

Setting Profile Options from Manage Administrator Profile Values

Enable Permission Groups for Roles
- After the profile option is set to Yes, you must enable permission groups for each role that needs access to the Contract Advisor agent.
  1. Navigate to the Security Console.
  2. Search for each relevant role (for example, Customer Contract Manager, Supplier Contract Administrator, or Enterprise Contract Manager).
  3. Open the role and click Enable Permission Groups.
  4. Save your changes.

Note: Roles appear under the Security tab in AI Agent Studio only after permission groups are enabled.

Enable Permission Groups for Roles

Click Update to save your changes.

Update to Save your changes

(Optional) Customize the agent behavior:
- The following 3 steps for customizing the Contract Advisor agent’s behavior are optional and should be performed based on specific business needs. These customizations allow for the agent’s interactions to be fine-tuned to meet organizational requirements:
  - Customize Starter Questions: In the Questions tab, update the starter questions that the agent will present to users at the beginning of the conversation. This helps define the initial interaction and can be adjusted to better guide users through the contract, depending on business needs.

Customize Starter Questions

Modify Follow-up Question Instructions: Enable and modify the follow-up questions instructions to prompt the agent to ask relevant clarifying questions based on the user’s responses. This customization ensures that the agent provides deeper insights and enhances the user interaction, tailored to the organization’s requirements.
Adjust Topic Instructions: Under the Topics section, topic instructions can be adjusted to guide the agent’s focus, allowing it to address specific areas of interest more effectively. This customization is optional and can be applied based on business needs to refine the conversation flow.

Adjust Topic Instructions

Click Publish to make the Contract Advisor agent available for use within contracts. Only published agents can be accessed from the contract UI.

Click Publish to make the Contract Advisor agent available for use

3. Manage Contract Type UI Setup

The following setup must be performed in the Manage Contract Type UI to enable the Contract Advisor feature for specific contract types.
The new AI Insights tab is available in the Manage Contract Type UI to capture setup information related to AI-powered features. This tab is displayed only if the logged-in user has the following privilege:
- Privilege Name: Manage AI Setups
- Code: OKC_MANAGE_AI_SETUPS_PRIV
- Description: Allows the definition of setups related to all AI-related features.
Within the AI Insights tab, a new subtab named Contract Advisor, positioned next to the Contract Summary subtab. The Contract Advisor subtab is visible only for Buy intent contract types.
The AI Insights tab will be displayed if the user has the Manage AI Setups privilege and at least one of the following opt-ins is enabled:
- Extract Key Terms from Contract Documents Using Generative AI
- Generate Contract Summary Using Generative AI
- AI Agent Contract Advisor

Manage Contract Type UI Setup

4. Custom Smart Action Setup

Administrators must configure a Custom Smart Action named Contract Advisor to enable the Contract Advisor menu and allow it to be invoked within the contract. This setup is mandatory.
Follow the steps below to configure the custom Smart Action:
Create and Enter a Sandbox
1. From the Navigator, go to Configuration and then Sandboxes.
2. In the Sandboxes page, click Create Sandbox.
3. In the Create Sandbox dialog:
  - Enter a Name, for example, Contract Advisor.
  - Set Publishable to Yes if you plan to deploy changes after testing.
  - Select the Application Composer tool from the list.
4. Click Create and Enter to enter the newly created sandbox.
5. You can also return to the Sandboxes list later and click Enter Sandbox next to your sandbox name to open it.

Enter Sandbox

Configure the Smart Action
1. Once inside the sandbox, navigate to Application Composer from the left navigation menu.
2. On the Application Composer home page, click Smart Actions. This opens the Smart Actions configuration workspace.

Smart Actions from Application Composer

Click Create to define a new Smart Action.

Click Create to define a new Smart Action.

In the Kind of Action step, select UI - based Action.

Kind of Action

Creation Smart Action - Kind of Action

In the Basic Details step:
- Enter a Name such as Contract Advisor. This name will appear under the Actions menu on the contract details and list pages for the configured contract type.
- Select the Object as Contracts.

Create Smart Action - Basic Details

In the Availability step:
- Select Application as Contracts.
- To make the action available in the Contracts List Page, set UI Availability to List Page.

Create Smart Action - Availability

In the Action Type step:
- Set Type to Agent Team.
- Select the Agent Team Code corresponding to the Contract Advisor agent created and published in AI Agent Studio.

Create Smart Action - Action Type

In the Review and Submit step, review all configurations and click Submit to create the Smart Action.
Validate the setup in the Contracts UI by triggering the Contract Advisor Smart Action from either the Contracts list page or the contract details page.
Once confirmed, publish the sandbox to make the Smart Action available to all eligible users.
This configuration enables seamless access to the Contract Advisor agent directly from the Contracts UI, allowing users to initiate AI-driven Q&A sessions.

Note: Setups related to enabling the advisor will change in Release 26B, and additional configurations will be required.

Key Resources

For detailed guidance on assigning access to AI agents, refer to: https://docs.oracle.com/en/cloud/saas/fusion-ai/aiaqa/how-can-i-give-users-access-to-ai-agents.html

Access Requirements

To access the Contracts list page and view contract records, ensure that the following prerequisites are met:

Redwood Contract Management must be enabled.
Enable the Redwood Contract Management opt-in using the following code:
Opt-in Code:
ORA_OKC_ENABLE_REDWOOD_MANAGE_CONTRACTS
Users must have appropriate Access Group visibility.
Contract visibility on the Contracts list page is controlled through Access Group object-sharing rules. Users must be assigned at least one applicable Access Group rule such as All Contracts, Contract Owner Read Access, Contract Owner Full Access, or any other rule configured by your organization to view relevant contract records.

To access the Oracle AI Agent Studio for Fusion Applications and manage CX AI agents, users must be assigned a configured job role that includes the following duty roles.

For Administrators

Duty Role Name: Fai GenAI Agent CX Administrator
Code: ORA_DR_FAI_GENERATIVE_AI_AGENT_CX_ADMINISTRATOR_DUTY
Description: This existing duty role, created by AI Agent Studio, is required to manage and test CX AI agents in the Agent Studio.

Note: This is an orphan privilege and must be explicitly assigned where required.

Application Implementation Consultant job role to access the Contract Advisor agent in AI Agent Studio or
1. Duty Role Name: Manage CX AI Agents
  Code: ORA_ZCA_MANAGE_CX_AI_AGENTS
  Description: Allows users to view and manage CX AI agents in AI Agent Studio.
Manage All Intelligent Agents (ORA_FAI_MANAGE_ALL_AI_AGENTS) role.
For Setup Access (AI Insights Tab)
1. Privilege Name: Manage AI Setups
  Code: OKC_MANAGE_AI_SETUPS_PRIV
  Description: Allows the definition of setups related to all AI-related features.
2. This privilege controls the visibility of the AI Insights tab in the Manage Contract Type UI.

NOTE: As per the current design, the AI Insights tab is visible only when the logged-in user has the Manage AI Setups privilege and at least one of the following opt-ins is enabled:

Extract Key Terms from Contract Documents Using Generative AI
Generate Contract Summary Using Generative AI
AI Agent Contract Advisor

For End Users to Use Contract Advisor in UI

To access and use the Contract Advisor Chat interface, users must also have the following roles and privileges:

Duty Role Name: Fai GenAI Agent Runtime Duty
Code: ORA_DR_FAI_GENERATIVE_AI_AGENT_RUNTIME_DUTY
Description: This existing duty role, created by AI Agent Studio, is required for users to trigger and interact with the Contract Advisor chat feature in the Contract UI.
1. This duty role is added to the following job roles out-of-the-box:
  1. Customer Contract Manager
  2. Customer Contract Administrator
  3. Supplier Contract Manager
  4. Supplier Contract Administrator
  5. Enterprise Contract Manager
Privilege Name: Access Intelligent Agent Chat
Code: HRC_ACCESS_AI_AGENT_CHAT_PRIV
Description: Allows users to open and interact with the AI-powered chat interface within the Contract UI.
Edit or View access to the contract
Set the profile options to enable external application integration for Security Console and the VBCS Progressive Web Application user interface.
1. In the Setup and Maintenance work area, search for the Manage Administrator Profile Values task using the search link in the panel.
2. Search for the Enable Security Console External Application Integration (ORA_ASE_SAS_INTEGRATION_ENABLED) profile option and set the value for the Site profile level to Yes.
3. Search for the Enable VBCS Progressive Web Application User Interface (ORA_HCM_VBCS_PWA_ENABLED) profile option and set the value for the Site profile level to Y.

Run Scheduled Processes to Import Security Data

To import resources from LDAP, and transfer the necessary information into the security tables of Fusion Applications, run these two scheduled processes sequentially.
1. Import Resource Application Security Data
2. Import User and Role Application Security Data
Run these jobs only after all required role and privilege assignments have been completed for administrators and end users. This ensures that the updated security assignments are correctly reflected in the application. You must run the process one after the other.
1. Go to Scheduled Processes from Tools
2. Click Schedule New Process.
3. Leave the type as Job.
4. Search for and select the process.
5. Submit the process.

Security Configuration Notes

Ensure Enable Permission Groups is enabled for all job roles containing the
ORA_DR_FAI_GENERATIVE_AI_AGENT_RUNTIME_DUTY
duty role in the Security Console.
- It is added to the following job roles out-of-the-box
  - Customer Contract Manager
  - Customer Contract Administrator
  - Supplier Contract Manager
  - Supplier Contract Administrator
  - Enterprise Contract Manager
This ensures users can access and interact with the Contract Advisor Chat Agent in runtime.

Enable Permission Groups