How do I set up the Redwood job requisition creation flow using AI Agent Studio?

  1. Go to Navigator > Tools > AI Agent Studio.
  2. Search for the Job Requisition Creation Advisor template and click Copy Template.
  3. 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.
  4. Go to the Agent Teams tab to see the newly created agent team. The respective tool is available in the Tools tab.
  5. 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.
    1. In the Tools tab, find the Job Requisition Creation Document then click Edit.
    2. In the Documents section, click Add.
    3. Provide a name and description for the document.
    4. Upload the file, then click Save.
    5. Change the status of the document to Ready to Publish.
    6. 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.
  6. Customize the prompt.
    1. In the Agent Teams tab, click the 3-dot menu next to the agent then click Edit.
    2. 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 requisitions. Base your answers only on the uploaded documentation.”
  7. Publish the agent team.
  8. You can now set up a guided journey and select the newly created agent team as a Workflow Agent. For details, see Configure Agent Guided Journey.
  9. Use Visual Builder Studio to make the agent available during the job requisition creation flow. Enter the agent code in the Set Guided Journeys Code at the Requisition Creation page level page property. For details, see Extend Application Page with Agent Guided Journey.