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Administering Cloud EPM: The Platform Beneath the Business Processes · Module 16 · AI Agent Studio and EPM Assistants

Downloading and importing assistants

Lesson 183 of 201 · 14 min

Download the assistants package, extract it and show the definition files, establish the data source connection in AI Agent Studio, import an assistant, show what the import created — agents, tools, workflows — and show that the definitions are GENERIC, identifying what must be customized for a real application. That last step is the honest bit. The imported definition is a template built against a sample application. The specific things that need changing for a real one are what to point at. Customization requires working knowledge of AI Agent Studio. If nobody on the client side has it, THAT IS A GAP IN THE PLAN, NOT A DETAIL.

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In this module: Module 16 · AI Agent Studio and EPM Assistants

  1. 1What EPM Assistants are
  2. 2Scope and requirements
  3. 3The prerequisite stack
  4. 4Configuring authentication and federation
  5. 5Configuring user access
  6. 6Downloading and importing assistants
  7. 7Running and validating agents
  8. 8An honest assessment, and what breaks
  9. 9Lab: scope it honestly and place it in the role model