1. Implementing Subscription Management
  2. Subscription Advisor AI Agent

Subscription Advisor AI Agent

Subscription Advisor AI agent is an AI powered conversational interface that helps users in retrieving subscription-related information and performing subscription management tasks. The agent can provide contextual responses based on subscription data and related business objects, helping users review subscription details, billing information, assets, and service requests.

Using the conversational interface, users can ask questions about subscriptions and obtain information such as billing status, invoice details, asset coverage, and renewal timelines. The agent can also help users with subscription-related actions. For example, it can guide users through subscription cancellation scenarios and explain potential impacts such as cancellation fees, refunds, or credits that might be scheduled for future invoices. Users can also review invoices associated with subscriptions, monitor the status of disputes related to billing transactions, and access information about assets covered under subscriptions. The agent can help users identify service requests associated with those assets and provide extra operational details related to the customer’s subscription environment.

Security Requirements

To configure and access the Subscription Advisor agent, ensure that the required privileges are assigned:

  • ORA_DR_FAI_GENERATIVE_AI_AGENT_CX_ADMINISTRATOR_DUTY – required for configuring AI agents.

  • ORA_DR_FAI_GENERATIVE_AI_AGENT_RUNTIME_DUTY – required for accessing AI agents during runtime.

  • HRC_ACCESS_AI_AGENT_CHAT_PRIV – required to access the agent chat interface.

These privileges must be granted to the appropriate roles so that administrators can configure the agent and users can interact with it.

Configure the Subscription Advisor Agent

  1. Navigate to Navigator > Tools > AI Agent Studio.

  2. Ensure that the AI Agent Studio tab is selected.

  3. Navigate to the Subscription Advisor tile.

  4. Select either Copy Template or Use Template.

  5. If you've selected:
    • Copy Template - the system automatically creates the required artifacts such as the agent team and related tools.
    • Use Template - you can manually create the required artifacts including the agent team and tools.

  6. Open the created Agent Team.

  7. Review the configuration and update it as required, including adding or removing tools.

  8. In the Security tab, define the roles that should have access to the agent.

  9. Test the agent in AI Agent Studio.

  10. Click Save and Publish.

  11. Note the Agent Team ID for use when creating a Smart Action.

Create a Smart Action to Access the Agent

  1. Create a publishable sandbox and include Application Composer.

  2. In Application Composer, create a Custom Smart Action.

  3. Select Agent Team as the Action Type.

  4. Select the Subscription Advisor Agent team created earlier.

  5. Save the Smart Action.

  6. Test the Smart Action from the Subscription Smart Actions menu.

  7. Publish the sandbox after validation is complete.

Note:
  • 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.