Order Management Agent

The Order Management Agent automates order processing and inventory management

The Order Management Agent is designed to address the challenges of efficiently managing orders and inventory in a business environment. It ensures that customer demands are met while maintaining optimal stock levels, reducing the risk of overstocking or stockouts. By automating the order management process, this agent minimizes manual errors, streamlines operations, and enhances overall efficiency.

This agent works by cross-referencing order details with current inventory levels to calculate updated stock quantities. It applies predefined business rules to determine reorder quantities, ensuring that inventory levels remain within acceptable thresholds. The agent also generates structured and detailed summaries of the order management process, including updated inventory quantities, reorder recommendations, and the reasoning behind these decisions, ensuring transparency and actionable insights for the order team.

The Order Management Agent is equipped with several tools and escalation mechanisms to enhance its functionality. A mock tool for getting current product inventory retrieves the available inventory for specific items. This can be swapped with a real tool to get current inventory levels. It also leverages UiPath Context Grounding for inventory rules context to apply business logic for reorder calculations. These tools, combined with the agent's robust processing capabilities, enable it to provide accurate and timely updates, ensuring seamless inventory management and order fulfillment.

How to use

1. Click the Download button.
2. In the Downloading an agent template window, select Download Solution. A .uis file containing the agent definition is downloaded to your machine.
3. Agent templates can also include Extras, a separate package containing assets for your agent (automations, custom escalations). Select Download Extras. A .zip file is downloaded to your machine.
4. In Studio Web, import the Agent definition .uis file as described in Importing a project downloaded from Studio Web.
5. Next, go to Solutions. For details, refer to Accessing the Solutions UI.
6. Upload the .zip file, as explained in Transporting a solution package, then deploy the solution. For details, refer to Deploying the solution.
7. You can now access your agent template from Studio Web and add any other tools deployed to your tenant.

• An Agent definition purpose built for a specific task that you can open within Studio Web
• Best practices built-in including a high Agent score
• Multiple evaluation sets to ensure reliability and see example input and output
• Prebuilt tools contained within a Solutions Management file
• A starting point with the ability to expand and modify to specific needs