Creating an agent

This topic describes the process of agent creation in the GenAI platform.

Use this topic to create an Agent in the GenAI platform.

To create a new Agent in the Agent Editor window:

  1. Select Infor OS > GenAI > Factory > Agents.
  2. Click + Add.
  3. Specify the values in mandatory fields. Fields with an asterisk (*) are required.
    1. Name*: Specify the name of the Agent.
    2. Global Package Namespace: Specify the namespace to associate with this Agent.
    3. Logical ID*: Assign a valid logical ID stored in Infor Registry.
    4. Model: Specify the desired model. If you do not specify the model, the default model Claude Sonnet 4.6 is used.
    5. Status: Toggle to enable or disable the Agent
    6. Infor Business Context (IBC): Toggle to enable or disable IBC messaging
    7. Planning: Toggle to enable or disable the Planning Tool (only applicable when Deep Agents are enabled).
    8. Description*: Describe what the Agent does.
    9. Instructions and Task Control: Specify the operational guidelines, workflow, and task performance for this agent.
    10. Tools*: Assign Tools that are associated to this Agent.

      Optionally, you can mark a tool as Review Required when you want to pause before executing the tool so the user can review and approve the tool. To mark the tool as Review Required, click the crossed pause icon on the tool tile. See: Human in the loop.

      Note: You can assign a maximum of 50 Tools to an Agent.
    11. Utterances*: Specify what the user must type in for the Agent to be invoked.
  4. Select Save to complete your Agent.
    To assist users in creating an Agent, use the Agent example at the top of the Agent Editor.

    Note: 

    As part of the Agent instruction, you can define the drillbacks to be displayed inline with the generated message, for example, inside of the table columns.

    Example of the instruction: For Object, insert nav buttons for this drillback url: ?favoriteContext={{"page":"agents"}}&LogicalId=lid://infor.genai.1. with the name of each Object

Agent Configuration

This example shows the configuration values for creating a GenAI agent that uses the previously defined tool:

  • Tool type: Agent

  • Name: OS_UserProfileAgent

  • Logical ID: leave this field empty

  • Description: This agent enables you to update the user profile details such as application timezone, locale, language. All Tools associated with this Agent must use this Agent to call the proper API paths and return the expected results.

  • Instruction: Use the <OS_UpdateUserProfile> tool to change the user’s language, locale, or application time zone. This tool sends a PATCH request to the usermgt/v2/users/me endpoint. After a successful update, the user must sign out and sign in again to apply the language change in the user interface.

  • Tools: OS_UpdateUserProfile

  • Utterances: I want to change language. I want to change locale. I want to change time zone.