How to Enable Oracle Built-In AI Agents?

   Steps Overview

1. Access Requirements
2. Create AI Agent
3. Build a Guided Journey
4. Modify Page in VB Studio
5. Run AI Agent

1. Access Requirements

You can give access to AI Agent Studio by assigning predefined duty roles to job roles. Also, make sure to complete these prerequisites:

1.1. Enable Security Console to Work with Permission Groups

For the Security Console to work with permission groups and related objects, set the Enable Security Console External Application Integration (ORA_ASE_SAS_INTEGRATION_ENABLED) profile option at the site level.

1.2. Enable the Agent task type for Guided Journeys

For the Agent to be able to be added as part of the Guided Journey task, set the Enable the Agent task type for Guided Journeys (ORA_PER_AGENT_TASK_TYPE_GUIDED_JOURNEYS_ENABLED) profile option at the site level.

1.3. Run Scheduled Processes to Import Security Data

i. Import Resource Application Security Data

ii. Import User and Role Application Security Data

1.4. Assigning Predefined Duty Roles to Job Roles

Assign predefined product-specific duty roles to the appropriate job roles, and make sure permission groups are enabled. You can give people access to configure AI agents in all or specific products. 

Provide Access to Configure AI Agents

(All Products / Choose the Required Persona)

1.4.1. Go to Navigator → Tools → Security Console and create a new custom job role.

Note: Make sure to enable permission groups.

1.4.2. On the Role Hierarchy page, open the Roles and Permission Groups tab and add these duty roles:

• Fai Genai Agent CX Administrator Duty (ORA_DR_FAI_GENERATIVE_AI_AGENT_CX_ADMINISTRATOR_DUTY)

• Fai Genai Agent FIN Administrator Duty (ORA_DR_FAI_GENERATIVE_AI_AGENT_FIN_ADMINISTRATOR_DUTY)

• Fai Genai Agent GRC Administrator Duty (ORA_DR_FAI_GENERATIVE_AI_AGENT_GRC_ADMINISTRATOR_DUTY)

• Fai Genai Agent HCM Administrator Duty (ORA_DR_FAI_GENERATIVE_AI_AGENT_HCM_ADMINISTRATOR_DUTY)

• Fai Genai Agent PRC Administrator Duty (ORA_DR_FAI_GENERATIVE_AI_AGENT_PRC_ADMINISTRATOR_DUTY)

• Fai Genai Agent PRJ Administrator Duty (ORA_DR_FAI_GENERATIVE_AI_AGENT_PRJ_ADMINISTRATOR_DUTY)

• Fai Genai Agent PSC Administrator Duty (ORA_DR_FAI_GENERATIVE_AI_AGENT_PSC_ADMINISTRATOR_DUTY)

• Fai Genai Agent SCM Administrator Duty (ORA_DR_FAI_GENERATIVE_AI_AGENT_SCM_ADMINISTRATOR_DUTY)

1.4.3. If your user doesn't have the Application Implementation Consultant (ORA_ASM_APPLICATION_IMPLEMENTATION_CONSULTANT_JOB) job role, open the Roles and Privileges tab and add the Manage All Intelligent Agents (ORA_FAI_MANAGE_ALL_AI_AGENTS) role.

1.4.4. Save the custom role and assign it to users who want access.

2. Create AI Agent

Create AI Agents Using Preconfigured Agent Team Templates

Example: XXX Purchase Requisition Status Advisor

2.1.1. Go to Navigator → Tools → AI Agent Studio.

2.1.2. Select 'Use Template' from the required agent team and provide details for the new agent team.

Tip: To automatically add a suffix to all artifacts in your agent team, choose Copy Template instead of Use Template. When you copy a template, you're taken directly to the agent team canvas where you can edit the agent team settings, agents, tools, and topics. The Use Template option takes you through a step-by-step process for configuring each artifact in the agent team.

Product → Self Service Procurement

Details Tab

Field	Description
Agent Team Name	XXX Purchase Requisition Status Advisor
Agent Team Code	XXX_PURCHASE_REQUISITION_STATUS_ADVISOR
Family	PRC
Product	Self Service Procurement
Maximum Interactions	10
Description	This advisor enables employees to get information and status on their purchase requisitions.

Review the Agent Options

LLM Tab

Field	Description
Provider	GPT-5 mini

Security Tab (Optional)

Field	Description
Add	Select the roles which will have access to this agent team.

Chat Experience

Questions

Input Variables

Click → Update

Click → Debug

Agent is returning the recent Requisition details & status!

Click → Publish

3. Build a Guided Journey

Create Guided Journey

Go to Navigator → My Client Groups → Journeys Setup

Click → Guided Journey

Click → Create

Field	Description
Name	XXX Purchase Requisition Journey
Code	XXX_PURCHASE_REQUISITION_JOURNEY

Click → Create Draft

Click → Tasks: Add

Field	Description
Task Name	XXX Purchase Requisition Status Advisor
Task Description	XXX Purchase Requisition Status Advisor
Status	Active
Sequence	1
Code	XXX_PURCHASE_REQUISITION_STATUS_ADVISOR
Add Instructions for this task
Task Type	Agent
Agent Type	Workflow Agent
Workflow Agent	XXX Purchase Requisition Status Advisor

Click → Save

Click → Activate

4. Modify Page in VB Studio

Note: You can only modify the Redwood Pages in VB Studio.

Edit Page in Visual Builder Studio

Navigate to the redwood page where you want the Agent to be placed.

Go to Navigator → Purchase Requisition (New)

Navigate to Right top corner of the page where your initials are seen and click on the Settings and Actions.

Select the ‘Edit Page in Visual Builder Studio’ option under Administration.

The Visual Builder Studio workspace will open in a new window for the specific page which you have opened.

Update the Guided Journey Code (XXX_PURCHASE_REQUISITION_JOURNEY) under the Page Properties of the Page in VB

• Update Guided Journey Code.
• Click Preview (left of Publish) to test the guided journey.
• Page opens in a new browser tab.
• You may need to re-enter Oracle Cloud Applications credentials.

Publish the Extension

• After testing, publish to apply changes to Oracle Cloud Applications (dev environment).
• Click Publish in the Designer header.
• If there are unsaved changes, enter a brief comment.
• Click → Publish.

5. Run AI Agent

Go to Navigator → Purchase Requisition (New)

Navigate & Select → XXX Purchase Requisition Status Advisor

Agent is returning the recent purchase requisition status as expected!