Genies configuration

Genies are an Agentic feature available to customers with an active Workato subscription. Ensure that Genies are enabled in your account before you use this feature. Contact your Customer Success representative to enable Genies if you don't see the genies option in your workspace.

Core configuration requirements

Genies consist of the following core components:

• Genie profile
• Chat interface
• AI model
• Knowledge base with at least one knowledge recipe
• Skills with at least one skill recipe

CHAT INTERFACE AND AI MODEL CONFIGURATION

Genies can only be configured to use Slack or Microsoft Teams as the chat interface. Support for additional chat interface apps is in development. Additionally, the AI model can only be configured to use Workato AI. Support for additional LLMs is in development.

User groups

You must add users to Agentic with your external IdP before you can add them to a User group. You can assign access to specific genies for each group. Each group must have at least one user assigned to it.

Create a User group

Complete the following steps to create a user group:

1

Sign in to your Workato account.

2

Click Workspace admin in the sidebar. The Access control page displays by default.

3

Click User groups in the sidebar.

4

Click the Create user group button.

5

Provide a name for the group in the Group name field.

Create the user group

6

Select the users you plan to add to the group. Each group must include at least one user.

7

Click Create.

User group genie access

You can provide access to specific genies after you create a User group. Complete the following steps to grant a user group access to a genie:

1

Sign in to your Workato account.

2

Go to your Genies page and select the genie where you plan to add a user group.

3

Click the User access tab.

4

Click the Add user groups button. The Add user groups modal displays.

5

Use the User groups drop-down menu to select the user groups you plan to provide with genie access.

Add user groups

6

Click OK when you're finished adding user groups and then click Add.

Genies configuration limits

Genies have the following configuration limits:

• 50 genies per Workspace
• 1 chat interface per genie
• 1 knowledge base per genie
• 1 AI LLM to power the genie’s core functionality

View and configure genies

The Your genies page displays by default when you switch from Orchestrate to Agentic. This page enables you to view, configure, and manage your genies.

1

Sign in to your Workato account and go to Genies

2

Click Create genie or Create your first genie. The Basic setup page displays.

Your genies page