Register and Configure Workday-Built Agents

You might need to take additional steps to enable this feature based on your organization's subscription service agreement. Your organization is either on the Main Service Agreement (MSA) or the Universal Main Service Agreement (UMSA). To determine your organization's subscription service agreement:

Select your profile avatar on Workday Community.

Select

Profile

On your profile page, select your organization's name, which is beneath your name and next to your job title.

View your

Subscription Service Agreement

value.

If the value is:

UMSA
, the feature is automatically available. Keep data contributions enabled to ensure full agent functionality. For more information on Machine Learning data contributions, see Concept: Workday AI for Universal Main Subscription Agreement Customers.

MSA
, your organization must opt in to UMSA and enable this feature through Innovation Services.

UMSA is required for non-production and production tenants for Workday-Built agents. UMSA is not required for non-production tenants for self-built agents.

For information about how using agents impacts your Flex Credits, see: Workday Flex Credits Community page.

Set Up Agent System of Record.

Security: These domains in the Agent System of Record functional area:

Agent Compliance

Agent Management Hub

Manage: Agents

Reports: Agent Reporting

Setup: Agents

Security: Reports: AI Agent Security
domain in the System functional area.

You can register, configure, activate, and deactivate Workday agents using the

Agent Management Hub

. You can edit previous configurations at any time.

Access the

Agent Management Hub

report.

Select the

Unregistered Workday Agent

tab.

Click

the agent you want to register.

You can only register agents in the SKUs obtained by your organization.

Select the

Confirm

check box, and then click

to complete the registration.

Workday moves the agent to the

Agent Registry

tab.

Select the

Agent Registry

tab and then click on the agent name to configure the agent.

From the agent's profile view, click

Configure Agent

In the

Status

column, make each relevant skill available by enabling the toggle slider.

For each enabled

Skill

, populate the

Available To

prompt with the security groups that you want to provide access to for that specific skill. The security groups added to the

Available To

prompt for an agent establish the agent’s interaction policy.

Workday evaluates both user access to the agent and the user access to the APIs the agent is executing as tools at runtime. Workday recommends that you evaluate alignment between the security groups in the

Available To

prompt and the security groups that have permissions for the tools the agent might execute. See the Self-Service Agent FAQ on Workday Community for security troubleshooting information.

Click

Activate

Employees that have access to the security groups you specified for each skill and the domain or business process security policy associated with the APIs that make up each skill can use the agent. When you activate an agent, the Agent System User (ASU) for the agent also activates automatically.