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.

Getting started

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, Microsoft Teams, or Workato GO as the chat interface. Support for additional chat interface apps is in development. Additionally, the AI model can only be configured to use Anthropic Claude (default) or OpenAI GPT. Support for additional LLMs is in development.

End-user groups

Use Workato Identity to manage your end-user groups.

End-user group genie access

You can provide access to specific genies after you create an end-user group with Workato Identity.

Complete the following steps to grant an end-user group access to a genie:

1

Sign in to your Workato account.

2

Go to AI Hub and select the genie where you plan to add end users to an end-user group.

3

Click the End user access tab.

4

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

5

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

6

Click Add.

View and configure genies

You can view your genies in the AI Hub.

Complete the following steps to view and configure existing genies:

1

Sign in to Workato.

2

Go to AI Hub and click the Genies tab. A list of your existing genies displays.

3

Select the genie you plan to view or configure. Alternatively, go to Projects > Assets > Genies to view available genies.