# Agentic

Agentic is a low-code, no-code platform that enables you to rapidly build and manage powerful AI agents that take action and orchestrate workflows dynamically.

This platform approach enables you to customize and manage purpose-specific AI agents that understand your intent and context to perform the following actions:

Retrieve relevant information from various knowledge bases.
Take action on apps and data securely with governance.
Orchestrate workflows end-to-end dynamically.
Collaborate with other AI agents and humans to execute complex workflows.

# Agentic capabilities

The term agentic derives from the concept of agency, which refers to the ability to act independently and make informed choices. Genies are agents that you can build in Agent Studio. Your genies use the knowledge base and skill sets you configure to manage tasks and workflows.

# Agentic learning ability

Your genie uses a large language model (LLM) and a detailed prompt to learn new information. The knowledge base recipes and skills recipes that you configure continuously learn from new inputs and adapt to handle dynamic situations effectively.

For example, an IT support genie assists employees who reports losing their connection to a critical app. Within minutes, multiple users report the same issue, suggesting a potential system outage or server disruption. The IT genie adapts by relying on the following learning framework:

Identify patterns: Your genie uses an LLM to recognize the spike in lost connection reports as a system-wide issue rather than an isolated incident.
Proactive escalation: Your genie automatically notifies the IT team about the pattern, including key details such as the app affected, the number of users impacted, and the timeframe of the reports.
Provide updates: Your genie shares progress updates with users as the IT team investigates, such as estimated resolution times or alternative workarounds, based on real-time information.
Logging insights: Your genie stores data from the incident, including affected regions and user feedback, for post-resolution analysis and future improvements.

# User access

You can add users to the Agentic platform through your external identity provider (IdP). This enables you to authenticate user accounts for Agentic access. You must configure a SAML-based single sign-on (SSO) before you can provide a user with access to Agentic. Agentic adds users when they sign in through your IdP for the first time.

Complete the following steps to configure a SAML-based SSO in Agentic:

Use the platform drop-down menu to select Agentic. The Your genies page displays by default.

Switch to Agentic

Click User access in the sidebar. The User access page displays by default.

Click the Settings tab.

User access settings User access > Settings

Go to the Create a SAML application in your IdP section.

Copy the Single sign-on URL and Service provider (SP) entity ID, then paste them into your IdP. This enables your IdP users to access Agentic through SSO.

Go to the Provide metadata from your identity provider (IdP) section.

Locate the Do you have your identity provider metadata URL? field and select Yes or No depending on whether you have access to your IdP metadata URL.

Click Save changes.

# Agentic roles and permissions

Workspace owners have access to Agentic by default. Agentic permissions are defined as all or nothing. This means that any workspace collaborators with permission to access Agentic can perform all actions on all genies within the workspace. Agentic permissions are defined within the Orchestrate Workspace admin > Collaborators > Collaborator roles. The workspace owner must specify the Admin role when assigning access to collaborators.

Defined system roles for each collaborator per environment are in development.

Last updated: 3/27/2025, 2:51:16 PM