Setting up GenAI agents

  1. Enable CSSP feature toggles.
    Enable the required GenAI features in CSSP,
  2. Obtain agent definition files.

    Agent definition files are provided as downloadable zip packages through the Early Adopter (EA) community. The EA community is a closed group available to Infor and GenAIAssistant EPM customers.

    Contact your Infor account representative or the Infor EPM support team to obtain access to the EA community and the agent definition files.

  3. Import agent definitions.
    Proceed with these steps:
    1. In Infor OS Portal, open the GenAI application.
    2. Select Tool Factory > Agents from the side menu.
    3. Click Import.
    4. Select the agent definition zip file and follow the import instructions.
    5. Repeat for each agent you want to enable.
      These are the available agents:
      • EPM-Adhoc-Self-Service-Agent
      • EPM-Office-Integration-Agent
      • EPM-Ask-Olap-Agent
    6. Verify that imported agents are set to Enabled in the agents list.
  4. Verify the setup.

    After importing the agents, verify that the GenAI features are working:

    • For Ad-hoc agents: Open a Web Ad-hoc report or Office Integration session and test a natural language prompt, for example Show revenue by region.

    • For AskOLAP: Open the GenAI Assistant side panel in Infor OS Portal and ask a question about your OLAP data, for example What databases are available?.

    Note: If the agents are imported but the CSSP toggles are not enabled, or vice versa, the AI features don't function correctly.