...
| title | HR |
|---|
HR Systems
Workday
ADP Workforce Now
SAP SuccessFactors
Dayforce
UKG
BambooHR
Paylocity
Gusto
Namely
...
Prompt
...
Solution Area
...
Description
...
Lookup employee details
...
HR
...
Get leave balance
...
HR
...
Request time off
...
HR
...
Get contact information
...
HR
...
Update home phone number
...
HR
...
Get manager
...
HR
...
List of people reporting to employee
...
HR
...
Update preferred name
...
HR
...
Lookup Birthdays
...
HR
...
View benefit elections
...
Benefits
...
View benefit eligibility
...
Benefits
...
Enroll in benefit plan
...
Benefits
...
Help with open enrollment
...
Benefits
...
| title | Identify Management |
|---|
| Panel | ||||||
|---|---|---|---|---|---|---|
| ||||||
Identity Management
|
...
Prompt
...
Solution Area
...
Description
...
Create user account
...
Account
...
Suspend user account
...
Account
...
Assign groups to user
...
Account
...
Assign roles to user
...
Account
...
Assign licenses to user
...
Licenses
...
Provision apps to user
...
Apps
...
De-provision apps
...
Apps
...
| title | CRM, Contract Management |
|---|
| Panel | ||||||
|---|---|---|---|---|---|---|
| ||||||
CRM, Contract Management
|
...
Prompt
...
Solution Area
...
Description
...
Lookup case
...
CRM
...
Lookup customer
...
CRM
...
Lookup contact
...
CRM
...
Summarize case comments
...
CRM
...
Add comment to case
...
CRM
...
Find all open cases for this customer
...
CRM
...
Get status of contract
...
Contract
...
Approve contract
...
Contract
...
Send contract
...
Contract
...
| title | ERP, Financials Systems |
|---|
| Info |
|---|
ERP, Financials Systems
|
...
Prompt
...
Solution Area
...
Description
...
Approve or Reject purchase orders
...
Fin
...
Lookup invoice
...
Fin
...
Create requisition
...
Fin
...
Approve requisition
...
Fin
...
Create supplier
...
Procurement
...
Update supplier contact information
...
Procurement
...
Get risk details for supplier
...
Procurement
...
Get expense report details
...
Expenses
...
Approve expense report
...
The OnLink AI Rovo Agent allows you to connect Rovo to any SaaS system. You can create what we call a Topic. A Topic is what you want to pull from the target system e.g. Job Details, Leave, etc. Topics can also be more generic e.g. Employee, Vendor, etc. Once a topic is defined, users can ask the agent for information by saying things like “get me job details for the assignee of this issue”.
Summary | Screenshot | Description | ||
|---|---|---|---|---|
Add new topic |  | Once you install OnLink AI, go to Apps - Manage your apps menu and click on OnLink AI in the left side menu. Then click on “Rovo Agent”. Here you can add new topics. | ||
Templates |  | Use the provided Templates to make it easy to configure your topics. | ||
Security |  | You can define who the authorized users are that can ask for information about other users. Only information asked about the requesting user is available by default. | ||
Resolver |  | If you want to enable user lookups i.e., @-mentions, assignee, reporter keywords, etc then you need to first use OnLink to load all employees to JSM Assets. You should, at minimum, load the reference ID (e.g. employee ID) of the employee in your HR system as well as the field users will ask for e.g. email or Jira User ID. AQL for email or account Id look up can be set here. The “Return Attribute” is the name of the attribute that holds the employee reference ID. | ||
HTTP |  | Configure the HTTP endpoint by providing the method, URL and other details. You can also test the endpoint here. | ||
Prompt Response | 
| When you Test the endpoint, the API Response is displayed. You can then configure what fields you want to return in the Prompt Response. Use curly braces to include the specific fields. You can also use simple expressions (if/else), calculations ($dateDiff, $numbersDiff, etc) and keywords (e.g. $today). Here are a couple of examples:
You can also include static text e.g. Suggestions that are displayed to user on what other things they can do with the agent. | ||
Resolution Instructions |  | Optional. Provide a link to a Confluence page that has instructions to resolve tickets. You can use the out of box Rovo agent e.g. Service Request Helper to either generate this text. This link is meant to be a curated set of instructions. |
...