Skip to main content

How to set up a new Agent in Fluent?

This document outlines how to set up a new Agent in Fluent, *subject to your subscription plan*.

In Fluent:

  1. Go to Manage team > Agents > New (the tab in the Agent's tabbed menu) > Scroll to the Tools section

  2. Enter Name & Description

    1. Order Entry

      1. Agent for automatically drafting Sales Orders into Epicor Kinetic

    2. AP

      1. Agent for automating AP "Accounts Payable" invoices into Epicor Kinetic

    3. Time Sheet

      1. Agent for automating Time entries into Epicor Kinetic

    4. Inventory Receipts

      1. Agent for automating Inventory Receipts / Packing Slips into Epicor Kinetic.

    5. Custom

      1. Agent for automating "Custom Agent" into Epicor Kinetic

3. Scroll down, under intelligence settings:

a. Select GPT Model - 5.2

b. Click Create

4. Once created, head over to > capabilities > Tools > + Add

5. Select ERP (i.e - Epicor, SAP, etc)

6. Select tool of your choice

a. AP Invoice -> Draft AP Invoice / Draft Debit Memo

b. Order Entry -> Draft Sales Order

c. Receipt Entry -> Draft Packing Slip

d. Time Sheets -> Draft Time Sheet Entry

e. Payment Supplements -> Create Payment Supplement

f. Etc.

If you’re unsure or unable to locate your tool, please contact support@fluenterp.com or your team administrator

7. Once selected > Select ERP connection (API) > Select Custom Field of your choice > Add

8. Head over to Access & scroll down to:

a. Configure the Agent's Email Address (Suggestions: AP for AP invoice, Orders for Sales Orders, Receipts for Pack Slips, etc)

b. Configure Email Whitelist (Only emails from these addresses can trigger agent runs. Use * for wildcards

c. Click Create

9. Agent is now successfully created & configured!

Related Articles
Did this answer your question?