How do I set up the Redwood job offer creation flow using AI Agent Studio?
- Go to Navigator > Tools > AI Agent Studio.
- Search for the Job Offer Creation Advisor template and click Copy Template.
- Add a suffix to the template. This ensures that all the building blocks of the agent team are created and named as per your configuration nomenclature.
- Go to the Agent Teams tab to see the newly created agent team. The respective tool is available in the Tools tab.
-
Upload appropriate documents to the newly-created document-based tool
configured in the agent. For example, you can add internal process documents,
templates, salary guides, or FAQs to the agent’s tool. The advisor pulls its
answers from this content, so uploading high-quality, relevant material is
critical.
- In the Tools tab, find the Job Offer Creation Document then click Edit.
- In the Documents section, click Add.
- Provide a name and description for the document.
- Upload the file, then click Save.
- Change the status of the document to Ready to Publish.
- When all the documents are uploaded, you need to run the scheduled process Process Agent Documents to ingest the documents for the agent. For details, see Run ESS Process.
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Customize the prompt.
- In the Agent Teams tab, click the 3-dot menu next to the agent then click Edit.
- Edit the prompt and summarization prompt. You can adjust the advisor’s behavior and tone by updating the prompt. For example: “You're an HR assistant helping hiring managers create compliant and high-quality job offers. Base your answers only on the uploaded documentation.”
- Publish the agent team.
- When you're ready to configure the journey, you first need to publish the agent team. You'll then be able to set up a new guided journey and select the newly created Agent Team, as a Workflow Agent. For details, see Configure Agent Guided Journey.
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Use Visual Builder Studio to make the agent available during the job offer
creation flow. Follow these steps to configure the guided journey on the Redwood
create job offer page:
- Go to the Redwood Job Offers list page.
- Right click the page then click Inspect to open the developer tool window.
- Click the Edit Offer action of a job offer from the Job Offers list page.
-
In the developer tool, click the Network tab and
type
Createorupdate
in the search tool to find the Rest call. - Note the submission ID from the Response tab.
- Select the Edit Page in Visual Builder Studio task in the Settings and Actions menu.
- Select your project or create a new one. Ensure that you're in Express mode. Visual Builder Studio will open and you’ll land on the Activity Center screen by default.
- In the Pages menu located on the top left corner of the page, search for the Create or Edit Job Offer page.
- Click the Set Page Properties icon next to the Live button. This will open the Set Page Properties window.
- Enter the submissionId you noted earlier, then click OK.
- The create offer flow opens and you can enter the guided journey code in the Set Guided Journeys Code at the Offer Creation page level page property.