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Administrator Guide
Last Updated: 2026-09-18
Set Up Self-Service Agent

Set Up Self-Service Agent

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:
  1. Select your profile avatar on Workday Community.
  2. Select
    Profile
    .
  3. On your profile page, select your organization's name, which is beneath your name and next to your job title.
  4. View your
    Subscription Service Agreement
     value.
If the value is:
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.
We recommend that you opt in to the
People Experience
Help
 service on the
Innovation Services And Data Selection Opt-In
 report before you sign the UMSA or change your data hosting region. This prevents a 14-day waiting period for Self-Service Agent to ingest your policy documents.
The Self-Service Agent is a conversational AI agent that you can configure to take action on common worker and manager requests, such as submitting support requests and viewing absence information. The actions the Self-Service Agent can take are determined by which skills you enable for the agent. You can specify which Self-Service Agent skills are available and which security groups have access to each skill, enabling you to provide the appropriate level of available actions to the right employees.
The Guide skill must be active for the Self-Service Agent to operate.
  1. Access the
    Agent Management Hub
    .
  2. Select the
    Unregistered Workday Agent
     tab.
  3. Click
    Register
     for the Self-Service Agent.
  4. Select the
    Confirm
     check box and click
    OK
    .
    Workday moves the Self-Service Agent to the
    Agent Registry
     tab.
  5. Select the
    Agent Registry
     tab and then click
    Self-Service Agent
    .
  6. Click
    Configure Agent
    .
  7. In the
    Status
     column, enable each relevant skill.
  8. From the
    Available To
     prompt, select the security groups that you want to make able to access that particular skill.
    When deciding what security groups to select, consider the best practices in About Self-Service Agent
    Workday evaluates both user access to the agent and 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.
  9. Click
    Activate
    .
  11. Click
    Save
    .
Workday displays the Workday Chat icon in the global navigation and removes the Workday Assistant chat bubble to reduce duplication.
Employees who have access to the security groups you specified for each skill and the domain or business process security policy associated with the tools that make up each skill can use that functionality within the Self-Service Agent to complete self-service requests.