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titleHR

Supported Systems

  1. Workday

  2. ADP Workforce Now

  3. SAP SuccessFactors

  4. Dayforce

  5. UKG

  6. BambooHR

  7. Paylocity

  8. Gusto

  9. Namely

Prompt

Solution Area

Description

Lookup employee

Get basic details of an employee

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titleIdentify Management
Panel
panelIconIdatlassian-note
panelIcon:note:
bgColor#FFEBE6

Supported Systems

  1. Entra ID

  2. Google Workspace

  3. Okta

  4. Ping Identity

  5. JumpCloud

  6. Saviynt

  7. OneLogin

  8. Sailpoint

Prompt

Solution Area

Description

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titleCRM, Contract Management
Panel
panelIconIdatlassian-note
panelIcon:note:
bgColor#79E2F2

Supported Systems

  1. Salesforce

  2. Hubspot

  3. Ironclad

Prompt

Solution Area

Description

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titleERP, Financials Systems
Info

Supported Systems

  1. Netsuite

  2. Workday Financials

  3. Oracle Business Suite

  4. SAP

  5. Coupa

Prompt

Solution Area

DescriptionThe 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

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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

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Use the provided Templates to make it easy to configure your topics.

Security

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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

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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

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Configure the HTTP endpoint by providing the method, URL and other details. You can also test the endpoint here.

Prompt Response

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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:

Code Block
"Message": "$dateDiff({HireDate}, {$today}) eq 0 ? 'Congrats' : ''"
"UpcomingLeave": "$dateDiff({LeaveStart}, {$today}) gt 10 ? 'No upcoming leave in next 10 days' : 'Leave planned in next 10 days'"

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

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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.

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