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Administrator Guide
Last Updated: 2023-06-23
Set Up Travel Agent

Set Up Travel 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.
Travel Agent is a conversational AI agent that enables you to search, book, and modify flights, hotels, and ground transportation. The assistant guides you through complex itineraries, presents tailored booking options using generative AI, and enforces policy controls interactively.
It also answers questions about company travel policy, such as cabin class limits, spending thresholds, advance booking requirements, and approval rules. It searches your company Knowledge Base and returns the most relevant article excerpts with links to their source articles.
  1. Access the
    Agent Management Hub
    report.
  2. Select the
    Unregistered Workday Agent
     section.
  3. On the
    Travel Agent
     row, click
    Register
    .
  4. Select the
    Confirm
     check box, and then click
    OK
    . You can now access the
    Travel Agent
     on the
    Agent Registry
     section.
  5. In the
    Agent Registry
     section, select
    Travel Agent
    .
  6. Click
    Configure Agent
    .
  7. On the
    Status
     column, select each relevant skill you want to enable.
  8. In the
    Available To
     column for each skill, select the security groups that you want to access that skill.
    Example: For the
    Conversational Travel Agent
    , select the
    Employee as Self
     security group to provide all employees with access to this skill.
  9. Click
    Save
    .
  • Workday displays the
    Travel Agent
     in the
    Travel & Expense Hub
     for you and your employees.
  • 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 the
    Travel Agent
    .