Tutorials are designed to offer a guide to complete common objectives, while also acknowledging that individual developers need to respond to individual needs of their own solutions. Tutorial frameworks provide blueprints for these solutions and should be adapted to fit individual needs.

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API Gateway is a software system for brokering requests from API consumers, such as web and mobile applications, and API providers, such as Infor enterprise or third-party services. As a broker sits between consumers and providers (technically it is a reverse proxy), it can provide many benefits to both consumers and providers.

Go beyond basic fit and customize your cloud experience with extensibility tools that leverage no-code, low-code, and full-code frameworks.

Use Machine Learning to build an AI into your business processes.

Manage data on the platform so that humans and systems can securely access information from anywhere.

Streamline the user experience with a digital assistant that helps your employees navigate and access information by voice or chat.

Coleman Digital Assistant (DA) is the Natural Language Processing (NLP) based chat agent of Infor Cloud and third-party applications.

It works based on “Skills”, which represent a given ability to get essential information, perform a business task or navigate to specific screen. You can invoke a skill either by chatting or speaking with Coleman from a variety of interfaces, like Infor OS Portal, MS teams, mobile application.

A single skill consists of utterances, prompts, and responses. Utterances are your questions to Coleman. Prompts and responses are provided by Coleman in response to your utterances.

Key Concepts & Definitions

Before diving into building your own skills, the following table provides you with Coleman DA key concepts for better understanding each component of a Coleman skill.

Skill Flow Example

The diagram demonstrates the standard Coleman conversation flow from User skill invocation to Coleman’s final response. For better understanding of each component in the flow review the Table “

Best Practices

The table below presents the set of skill building ‘best-practices’ which helps in defining a high quality skills with desired UX:

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Topical videos

Need information on a specific feature, function or a quick overview? These short videos may be just what you are looking for. Check out our playlist on YouTube.

Product Documentation

Product documentation is the go-to reference for how specific parts of the product work. For online, searchable, easy to understand docs see the:

Coleman Digital Assistant User Guide

Community

Collaborating with others in your industry is a great way to learn and help others. Start participating in this component’s User Community today!

Courses

Infor U Campus offers Learning Paths that combine video-based and instructor-led training. If you are an Infor customer, then check out courses on Infor U Campus. We recommend the following courses specifically for this component:

• Infor OS: Digital Assistant Overview

Overview

Resolve the business challenge of assisting employees in effectively navigating systems by implementing a Digital Assistant solution tailored to your organization. Consider the scenario where users require quick access to a pre-defined list of documents. By deploying a Digital Assistant, your employees can effortlessly find the necessary information, fostering a streamlined workflow and boosting productivity within your company. In this demonstration we will focus on Infor documentation but you can tailor this to any doc outside of Infor.

Components

• Digital Assistant * System Integration: API Gateway

Requirements

• Access to an Infor CloudSuite * Coleman DA Security Roles: * COLEMANDA-User * COLEMANDA-Advanced

Tutorial

https://youtu.be/YbEtL1IoLc8?si=6yhsNSyLUA2iXtn8

Accessing Application

1. From the Navigation Menu in Infor OS Portal, go to OS then select Digital Assistant. 2. Locate and select the '+' symbol positioned above the data grid containing the list of skills in order to proceed with the 'Add Skill' operation.

Building Skill

Each of the section below represent the wizard steps on the UI.

Basic Information

1. Specify the basic information: * Skill ID: NavigationDemo * Name: NavigationDemo * Description: This skill will demonstrate how a navigation skill flows for various documentation resources. * Language: English.

Click “Next” button

Fulfillment

Fulfillment Type: Basic

Click “Next” button

Requirements

Requirements

You will be creating one (1) requirement as pictured below. There is an “Add Requirement” button to increase the quantity displayed. Name and Prompt are user defined and Type will be the Dynamic selection from the drop down.

Parameters

There are no Parameters necessary for this skill.

Click “Next” button

Utterances and Confirmation

Utterances

Specify a collection of user prompts that initiate the skill when requested. It is advisable to establish a minimum of three user-defined utterances. To expand the displayed options, utilize the "Add Utterance" button.

Click “Next” button

Response

Response

Create Variables

Not required for this skill.

Update Variables

Not required for this skill.

Response condition

In this skill, we will establish three Response Conditions. You have the flexibility to determine the desired quantity. Each response condition will correspond to a distinct document, with a numerical value assigned to each in the Value field. To expand the displayed options, utilize the "Add Response" button.

Default Response

Not required for this skill.

Click “Next” button

Summary

The summary view will give you a detailed look at everything you have entered.

Text View

Flow View

Click Save

Test Skill

Your skill is now in “Draft” mode. By selecting the skill you just created and then clicking the “Build to Test” button you will be able to test it.

Deploy Skill

Once you are ready to deploy your skill, select it and click “Deploy Skill”

Overview

The development of a new skill by a Digital Assistant admin, specifically designed to address a a business requirement, is an important undertaking. Before implementing this skill, it is vital to conduct proper testing to ensure its effectiveness. Specifically, to take the skill from its initial "draft" phase to a test-ready state, and have it ready for comprehensive evaluation by Advanced Users and Coleman Digital Assistant Admins.

Components

• Digital Assistant * System Integration: API Gateway

Requirements

• Access to an Infor CloudSuite * Coleman DA Security Roles: * COLEMANDA-User * COLEMANDA-Advanced

Tutorial

This tutorial will walk you through how to incorporate a new skill into the AI Digital Assistant. You'll learn how to take a skill that is in draft mode and put it into testing mode. Next, it will show you how to test the skill for any issues so you can make any necessary changes.

Topics Covered:

• How to select and build a skill * What the build process looks like * Navigating and filtering existing skills * Reviewing the utterances of the skill to be tested * Testing the skill

https://youtu.be/JGpHBngulbI?si=fn6T-ZDfdMRdY_VI

Overview

Your employees have a frequent action of looking up inventory items by using the item description. You would like to reduce time to access this information.

By adding a skill to the Infor Digital Assistant to retrieve the items by description your employees can access the information quickly via chat or voice on desktop or mobile.

Components

• Digital Assistant * System Integration: API Gateway

Requirements

Tutorial

1. Accessing the Application

• In your Coleman-enabled tenant in Application Navigation Menu Select Infor OS > Digital Assistant . After you will be transfer to the Skill page within Digital Assistant. * Click the + icon above the data grid with the skill list to Add Skill.

2. Building Skill

Each of the section below represent the wizard steps on the UI. Follow the manual to complete the skill building process.

3. Basic Information

Specify the following information :

• Skill ID: GetItemByDescription. * Name: Get Item By Description. * Description: Optionally, specify that this skill will accept an item description to provide the user with an item number. * Language: English.

4. Fulfillment

Select API in the Fulfillment Type field.

Specify the fulfillment information :

• API Suite: _FSM _ * Product: Infor Financials and Supply Management * Select API: Generic List Service. You can use the search bar to locate the API * Path: This field is defined based on the API selected. This value is displayed: _FSM/fsm/soap/classes/Item/lists/generic * Method Type: This field is auto-filled based on the API selected * Parameters: This field is auto-filled based on the API selected . This value is displayed: GET. * Request Body: This field is auto-filled based on the API selected * Response Body: This field is auto-filled based on the API selected

5. Requirements

1. Create first Requirement by defining the followinginformation: * Name: Description. * Type: Select String. * Prompt: Specify the question that Coleman presents to the user for the requirement information. For example, "What is the description of the item you would like to see?" 2. Add the Requirement Fulfillment 1. Click the gear icon on requirement tile 2. From drop-down select _Add Fulfillment. _The dialog window will pop up. 3. Navigate to the _Fulfillment _tab and input values as shown below (for reference see the screenshot) * Fulfillment Type: API * API Suite: _FSM _ * Product: Infor Financials and Supply Management * Select API: Generic List Service. You can use the search bar to locate the API * Path: This field is defined based on the API selected. This value is displayed: _FSM/fsm/soap/classes/Item/lists/generic * Method Type: This field is auto-filled based on the API selected * Parameters:

Parameter Name| Parameter Type| Variable Source| Variable ---|---|---|--- _fields| Query String| Other| Item,ItemGroup,Description _filter| Query String| Other| Description::{Description} _limit| Query String| Other| 100 Parameters for Fulfilment tab Fulfillment Settings

4. Navigate to the Response tab and define Variables and Response Conditions (for reference see the screenshots) * Create Variable

Variable Name| Type| JSON Path* ---|---|--- ItemID| Json Path| $[]._fields.item ItemGrp| Json Path| $[1]._fields.itemGroup ItemCount| Json Path| $[0]._counr ItemDescriptions| Json Path| $[]._fields.Description * You can define the JSON Path by clicking the "Look Up" icon in the input filed and selecting a desire property from the payload.

Response Conditions

• Variable: Select Item ID * Operator : Select Is Empty * Value: Leave empty * Action: Select Repeat Prompt * Response: Item with the description '{Description}' does not exist. Enter a valid item description

5. Click Save

6. Utterances and Confirmation

1. Define a set of utterances that start the skill when asked by the user. * What is the item number by description? * Get the item number by description. * Find me an item number by description.

7. Response

Specify these Response Conditions . Note: Leave the variable section empty

1. Define Response Condition 1 * Variable: ItemID * Operator: Is Not Empty. * Value: Leave this box empty. * Click Add Condition . * Variable: ItemCount * Operator: Greater Than * Value: 1 * Action: Table * Message: There are {ItemCount} Items similar to {Description} in {ItemGrp} * Table Title: _Item Description _ * Column Label1: _Item _ * Column Value1: _ {ItemID} _ * Column Label2: Description * Column Value2: _{ItemDescriptions} _

2. Click Add response to add the next Response Condition (2) : * Variable: ItemID * Operator: Is Not Empty. * Value: Leave this box empty. * Click Add Condition . * Variable: ItemCount. * Operator: Equals * Value: 1 * Action: Message * Response: Item with description {Description} in {ItemGrp} is {ItemID}

3. Click Add response to add the next Response Condition (3) : * Variable: ItemID * Operator: Is Empty * Value: Leave this box empty * Action: Message * Response: Unable to find an item ID for this Description

4. Click Next. Review the skill on the summary page in the text view or flow view.

8. Summary

Review the skill on the summary page in the text view or flow view.

9. Activating the Skill

1. Select the skill in the data grid.

2. Click the _Build to test _button above the data grid. The chatbot for testing is being build. Once the chatbot build is finished you can access the skill in the Try It Out panel.

3. Select the skill in the data gird and click Deploy Skill. You can now converse with Coleman to look up an item by description.

Resources

You can check our Infor Market Place to get more skills for the FSM Cloud Suite and import it to your tenant see: Coleman DA - FSM CloudSuite Skills package

You can also try the Global HR skills by importing the skills from Market Place see: Coleman DA - GHR CloudSuite Skills package

Overview

With meticulous design, a Digital Assistant admin has created a new skill tailored to meet a unique business requirement. After extensive testing to ensure optimal performance, the skill is now ready for deployment. The immediate challenge lies in transitioning this skill from its tested state to a "live" stage, where it can be used in real-world scenarios. This progression necessitates the skill's publication on the platform by a Coleman Admin, allowing authorized users to access it and fully exploit its capabilities.

Components

• Digital Assistant * System Integration: API Gateway

Requirements

• Access to an Infor CloudSuite * Coleman DA Security Roles: * COLEMANDA-User * COLEMANDA-Advanced

Tutorial

This tutorial will demonstrate how to move the refined skill from its tested state to a live, operational status, making it accessible to authorized users within the platform. This marks the final stage of the skill integration process, as it becomes a fully functional tool within the AI Digital Assistant.

Topics Covered:

• How to select and deploy a skill * What the deployment process looks like * How and where to access the published skill

https://youtu.be/D3VrFjEO-s4?si=6rXt1K26dkJu9UPX

Overview

A recurring challenge within your business lies in your employees' frequent need to retrieve customers' credit profiles to facilitate credit decisions during the customer order approval process. By integrating a specialized skill into the Infor Digital Assistant, your team can swiftly assess customer credit histories, enabling faster and more informed decision-making.

This skill, initially developed using Infor SXe, can seamlessly be tailored to integrate with your specific ERP system.

Components

• Digital Assistant * System Integration: API Gateway

Requirements

• Access to an Infor CloudSuite * Coleman DA Security Roles: * COLEMANDA-User * COLEMANDA-Advanced

Tutorial

https://youtu.be/ujaG93GzUtA?si=JyZnzYsmQ0KHaoo5

Accessing Application

1. From the Navigation Menu in Infor OS Portal, go to OS then select Digital Assistant. 2. Locate and select the '+' symbol positioned above the data grid containing the list of skills in order to proceed with the 'Add Skill' operation.

Building Skill

Each of the section below represent the wizard steps on the UI.

Basic Information

1. Specify the basic information: * Skill ID: CustCreditProfile * Name: CustCreditProfile * Description: This skill will return the customer's credit profile * Language: English.

Click “Next” button

Fulfillment

1. Fulfillment Type: API 2. API Suite: SX 3. Product: Infor Distribution SX.e * API: Search for and select: sxapiargetcustomerbalance 1. Method: Post 1. Path: /sxapiargetcustomerbalance 4. Path: This field is populated by the previous step. * Path: SX/rest/sxapirestservice/sxapiargetcustomerdatacredit * Method Type: GET 5. Parameters Name: This field is defined based on the API selected. Ensure that the following query parameters are defined:

companyNumber | Query String ---|--- operatorInit | Query String customerNumber | Query String 6. Response Body: This field is generated automatically defined based on the API and fields selected above.

7. Click “Next” button

Requirements

Requirements

You will be creating three (3) requirements as pictured below. There is an “Add Requirement” button to increase the quantity displayed.

Parameters

You will be creating three (3) parameters as pictured below. There is an “Add Parameter” button to increase the quantity displayed.

Click “Next” button

Utterances and Confirmation

Utterances

Define a set of utterances that start the skill when asked by the user. We recommend a minimum of three. There is an “Add Utterance” button to increase the quantity displayed.

Click “Next” button

Response

Response

Create Variables

Define the following variables. The “Variable Name” is user defined and must be unique to each other. There is an “Create Variable” button to increase the quantity displayed.

Update Variable s

Response condition

Your will create a response condition for an invalid value entered by the user. This condition will prompt the user to retry. Select from the drop down and enter the “Response” wording manually. There is an “Add Response” button to increase the quantity displayed.

Default Response

The default response will be the information you wish to provide the user for their query. This information has verbiage created by you and within the {} will be the variable that is available for the API you are calling. When you type in the opening curly bracket { a leasy of variable will be displayed. As you type in the ones from the example below, select it as it becomes available. This can be better understood by viewing the provided video.

Click “Next” button

Summary

The summary view will give you a detailed look at everything you have entered.

Text View

Flow View

Click Save

Test Skill

Your skill is now in “Draft” mode. By selecting the skill you just created and then clicking the “Build to Test” button you will be able to test it.

Deploy Skill

Once you are ready to deploy your skill, select it and click “Deploy Skill”

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