How to Configure AI Agent Task Type for Guided Journeys in Oracle HCM Cloud

How to Configure AI Agent Task Type for Guided Journeys in Oracle HCM Cloud

The AI Agent Task Type for Guided Journeys is a powerful enhancement in Oracle HCM Cloud that leverages artificial intelligence to improve employee self-service and streamline HR interactions. This feature allows employees to directly engage with an AI-powered assistant to get quick and accurate answers to HR-related queries such as policies on promotions, leave, or benefits without the need for manual HR intervention.

By uploading key organizational documents such as policy manuals, employment contracts, and compliance regulations, the AI agent intelligently references this information to provide contextual and policy-specific responses through an intuitive chat interface embedded within transactional pages.

This integration of AI with Guided Journeys not only automates employee support but also helps organizations deliver a more personalized and efficient user experience. It empowers managers and employees to access real-time information, ensures consistent communication of HR policies, and enhances overall productivity within the Oracle HCM environment.

 

End-to-End Oracle HCM Cloud Services

 

Prerequisites:

Go to the Setup and Maintenance area, Manage Administrator Profile Values task and enable these profile options:

 

PROFILE OPTION CODE DESCRIPTION VALUE
ORA_HCM_VBCS_PWA_ENABLED Enable VBCS Progressive Web Application User Interface. Y
ORA_PER_GUIDED_JOURNEYS_SETUP_REDWOOD_ENABLED Agent Task Type Enabled for Guided Journeys. Y
ORA_PER_AGENT_TASK_TYPE_GUIDED_JOURNEYS_ENABLED Redwood Guided Journey Setup Page Enabled. Y

 

Configure a Tool:

Navigate to My Client Groups, Quick Actions and open the Configure HCM Agents quick action.

 

How to Configure AI Agent Task Type for Guided Journeys in Oracle HCM Cloud Fig 1: Choose Configure HCM Agents

Fig 1: Choose Configure HCM Agents

 

Step-1: Go to the Tools tab. Click Add in the top left. You will be taken to a screen that prompts you to create a new tool.

 

How to Configure AI Agent Task Type for Guided Journeys in Oracle HCM Cloud Fig 2: Add a new tool

Fig 2: Add a new tool

 

Step-2: Enter the name and description.

 

How to Configure AI Agent Task Type for Guided Journeys in Oracle HCM Cloud Fig 3: Creating a tool

Fig 3: Creating a tool

 

Step-3: Under Documents, you will add the documents to the tool. You can add single document or multiple; add each document one at a time. After saving all documents, click Add in the top right to add your Tool to the system. You will return to the Tools page. Re-open the tool you created. Notice the status of your documents is Draft. Edit each document and change the status to Ready to Publish after running the schedule process in Submit an ESS Job stage (which is explained in next process) then it will change to Published status.

 

How to Configure AI Agent Task Type for Guided Journeys in Oracle HCM Cloud Fig 4: Adding the respective document

Fig 4: Adding the respective document

 

Submit an ESS Job:

To ingest the attachments, submit an ESS job:

1. Go to Navigator and open the Scheduled Processes.

2. Click Schedule New Process.

3. In the Name field, enter ”Process Agent Documents”.

4. Click OK and then Submit.

 

Create an Agent:

Now, create an agent and bind it to the tool.

Step-1: Navigate to the Agents tab. Click Add in the top left to create a new agent.

 

How to Configure AI Agent Task Type for Guided Journeys in Oracle HCM Cloud Fig 5: Adding an agent

Fig: 5 Adding an agent

 

Step-2: Enter the following:

  • Name, Code, Description and Category

Under Tools, click Add and select the tool you created in the previous steps.

  • Click Save to bind the tool to the agent.
  • Click Add in the top right to add your agent to the system.

 

How to Configure AI Agent Task Type for Guided Journeys in Oracle HCM Cloud Fig 6: Create an agent and tag the tool

Fig 6: Create an agent and tag the tool

 

Create a Guided Journey Agent Task:

Step-1: Navigate to My Client Groups and click Show More. Search for Guided Journey and open the page.

 

How to Configure AI Agent Task Type for Guided Journeys in Oracle HCM Cloud Fig 7: Choose Guided Journey

Fig 7: Choose Guided Journey

 

Step-2: Click Create at the top to make a new Guided Journey.

 

How to Configure AI Agent Task Type for Guided Journeys in Oracle HCM Cloud Fig 8: Create a guided journey

Fig 8: Create a guided journey

 

Step-3: Enter a name for a guided journey and click Create Draft.

 

How to Configure AI Agent Task Type for Guided Journeys in Oracle HCM Cloud Fig 9: Fill in the details as per the requirement

Fig 9: Fill in the details as per the requirement

 

Step-4: Under Tasks, click Add.

Enter the following:

  • Task Name
  • Task Type: Select Agent.
  • Configuration: Select the agent you created in previous steps.
  • Click Save.

 

How to Configure AI Agent Task Type for Guided Journeys in Oracle HCM Cloud Fig 10: Tag the task type created earlier

Fig 10: Tag the task type created earlier

 

How to Configure AI Agent Task Type for Guided Journeys in Oracle HCM Cloud Fig 11: Choose the configuration appropriately

Fig 11: Choose the configuration appropriately

 

(THE ABOVE SCREENSHOTS IS THE 25-A UPDATE -YOU CAN SEE THE TASK TYPE AS AGENT AND THE RESPECTIVE CONFIGURATION FILED CAN BE ADDED FROM THE LIST OF VALUES)

 

Wire the guided journey with an agent to the desired page:

1. Navigate to the page you want to enhance with agent capabilities.

2. Access Visual Builder Studio:

  • Select Edit Page in Visual Builder Studio.

3. Create or select existing project.

4. In the right-hand panel, locate the page property for page level guided journey. Enter the Guided Journey code noted. Switch to the live view.

 

After completing all the steps, the screenshot shows the preview how the AI assistant interacts with the guided journey and agent on the page:

 

How to Configure AI Agent Task Type for Guided Journeys in Oracle HCM Cloud Fig 12: The agent responds as per the related queries

Fig 12: The agent responds as per the related queries

 

Business Benefits

1. Automated Employee Support & Reduced HR Workload: By integrating AI-powered agents into Guided Journeys, organizations can automate responses to common HR queries such as leave policies, benefits, promotions, and compliance guidelines. This reduces repetitive queries handled by HR teams, freeing them to focus on strategic initiatives.

2. Faster, Real-Time Access to HR Policies: Employees get instant, accurate, and policy-driven answers directly from the system—without waiting for HR teams. This improves decision-making, speeds up workflows, and enhances the overall employee experience.

3. Consistency and Accuracy in HR Communication: The AI agent references uploaded documents and organizational policies, ensuring that every employee receives standardized and up-to-date information. This reduces miscommunication, errors, and compliance risks across the organization.

4. Enhanced Self-Service Experience for Employees and Managers: Embedding the AI agent directly within transactional pages empowers users to get support within the flow of work. This simplifies navigation, reduces frustration, and increases adoption of self-service capabilities.

5. Higher Productivity and Operational Efficiency: With automated guidance and fewer manual interventions, HR operations become faster and more streamlined. Managers and employees can complete tasks efficiently, improving productivity across the enterprise.

6. Improved Compliance and Policy Adherence: Since responses are sourced from official policy documents, organizations ensure strong adherence to internal guidelines, regulatory requirements, and audit standards. This minimizes risks and strengthens governance.

7. Personalized and Context-Aware Assistance: The AI agent delivers contextual responses based on the user’s query and the documents stored in the system. This creates a personalized experience that mirrors human-like assistance while maintaining accuracy.

8. Reduced Training Time for New Employees: New hires can quickly access policy information and guided task support through AI-driven assistance, reducing their dependency on HR teams and accelerating onboarding.

9. Scalable and Future-Ready HR Transformation: AI-driven Guided Journeys lay the foundation for scalable digital HR operations. As AI models evolve, organizations can easily extend capabilities without significant redesigns or process overhauls.

10. Better Employee Engagement and Satisfaction: Employees appreciate quick answers, clear guidance, and frictionless processes. This intuitive support system improves engagement, builds trust, and enhances HR service delivery.

 

Conclusion

The AI Agent Task Type for Guided Journeys in Oracle HCM Cloud represents a significant step toward smarter and more intuitive HR operations. By integrating AI capabilities directly into Guided Journeys, organizations can automate routine employee queries, reduce HR workload, and deliver real-time, policy-specific assistance within the flow of work.

This configuration not only enhances self-service efficiency but also ensures consistency, accuracy, and a seamless user experience across the Oracle HCM environment. As AI continues to evolve, this feature empowers HR teams to focus on strategic initiatives while providing employees with a personalized, intelligent, and responsive digital experience.

 

Empower Your HR with AI-Powered Guided Journeys

 

End-to-End Oracle HCM Cloud Services

 

At Kovaion, we enable organizations to maximize the potential of Oracle HCM Cloud by integrating innovations like the AI Agent Task Type for Guided Journeys. This advancement helps businesses transform their HR operations by delivering intelligent, personalized, and efficient employee interactions. Our experts specialize in configuring and deploying AI-driven HCM solutions that simplify HR processes, enhance self-service capabilities, and improve the overall user experience.

Partner with Kovaion to explore how AI-powered Guided Journeys can redefine your organization’s HR landscape. Let us help you automate employee support, ensure policy consistency, and elevate workforce productivity with Oracle’s next-generation HCM innovations.

 

Author: Sanjana Rajah, Oracle HCM Consultant.

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