Register Planning Agent in Agent System of Record

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.

Configure SSO with user sync and map user profiles between Workday and Adaptive Planning. See Steps: Configure Adaptive Planning for HCM and Financials.

If your Adaptive Planning instance is not
Workday-enabled, then you don't need SSO and user sync. You only require the correct permissions assigned. See Concept: Planning Agent.

Set Up Agent System of Record.

You can register and configure the Planning Agent in Workday’s Agent System of Record (ASOR). The ASOR provides a central management framework, for securely managing and governing all your agents. By registering agents in this system, you can:

Reduce administrative overhead

Gain data insights into agent performance and business impact.

The Planning agent is an intelligent, conversational AI assistant that integrates directly into Adaptive Planning using Ask Workday for Adaptive Planning (Ask Workday). Acting as an on-demand digital analyst, it empowers FP&A professionals, CFOs, and operational managers to interact with complex multi-dimensional models using natural language.

Using agents in a sandbox Adaptive Planning instance doesn’t consume flex credits.

The Analyst role of the Planning agent includes the Data Exploration skill. See Concept: Planning Agent: Data Exploration.

Planning Agent

and then configure the agent to enable the

Data Exploration

skill. Select the security groups that include the invoking users who require access. See Configure Security Policies for Agent Skills.

Optional. Write effective prompts to explore the planning data. See Reference: Data Exploration: Prompt Examples.

Optional. Use specifications to get clear results from your prompts. See Reference: Data Exploration: Suggested Questions.

Optional. Use best practices to structure your queries for data look-ups or complex variance breakdowns. See Reference: Data Exploration: Best Practices for AI Prompts.