Uploaded May 2026 | Updated September 2026, 3 weeks ago
Learn how Oracle Analytics Cloud AI agents help analytics authors deliver guided business insights with indexed datasets, trusted reference documents, and governed AI-driven workflows. See how AI agents generate visualizations, answer business questions, and extend workbook experiences with contextual analytics in the Oracle Analytics Cloud resources linked below.
Learn how to create and configure AI agents in Oracle Analytics Cloud to extend AI-driven analytics experiences with trusted business context and governed data interactions. This tutorial walks through the complete authoring workflow for setting up an AI agent using indexed datasets, supplemental instructions, welcome messaging, and uploaded reference documents to support more informed analytics responses.
Using a supply chain analytics scenario, the tutorial demonstrates how AI agents can answer operational questions, generate visualizations, and reference uploaded policy documents to improve response quality and analytical relevance. You will also learn how to configure document settings, validate the consumer experience through preview mode, and test how the agent responds to both business and visualization requests.
Additional guidance covers supported document formats, upload limitations, workbook integration through the Insights panel, and access configuration for enabling direct consumer interaction with AI agents. The tutorial also highlights how Oracle Analytics Cloud handles contextual responses when requested information is unavailable, helping maintain trusted and accurate analytics experiences.
Designed for analytics authors and data professionals, this walkthrough provides practical guidance for building AI-powered analytics workflows that combine governed enterprise data with business context inside Oracle Analytics Cloud.
00:00 Overview of AI Agents
00:35 Create a New AI Agent
01:12 Add Instructions and Welcome Message
01:46 Upload Reference Documents
02:39 Test AI Agent Responses
03:49 Enable AI Agent in Workbooks
04:33 Share AI Agents with Consumers
Find training paths for Oracle Analytics and AI from beginner to advanced and expert: https://social.ora.cl/6007BB4QfX
Explore self-paced short courses in the Oracle Analytics and AI Learning Hub: https://social.ora.cl/6007BB4QAB
Check out detailed instructions on how to create an Oracle Analytics AI Agent: https://social.ora.cl/6000BB4QAs
Check out detailed instructions on how to allow users to ceate AI Agents in Oracle Analytics: https://social.ora.cl/6000BB4Q7n
Like what you learned about Oracle Analytics Cloud? Subscribe now https://social.ora.cl/60025k87j
Join us at Oracle AI World: https://social.ora.cl/60035eVvJ
Contact AIDP sales: https://social.ora.cl/6003FLUMT
Learn more about Oracle AIDP: https://social.ora.cl/60047h76Q
Join the Oracle AIDP Community: https://social.ora.cl/60087h7Bj
Follow us here:
LinkedIn: https://social.ora.cl/60035eXuF
X: https://social.ora.cl/6008abVgG
Instagram: https://social.ora.cl/60095eXDN
Facebook: https://social.ora.cl/60065enQp
Learn how Oracle Analytics Cloud AI agents help analytics authors deliver guided business insights with indexed datasets, trusted reference documents, and governed AI-driven workflows. See how AI agents generate visualizations, answer business questions, and extend workbook experiences with contextual analytics in the Oracle Analytics Cloud resources linked below.
Learn how to create and configure AI agents in Oracle Analytics Cloud to extend AI-driven analytics experiences with trusted business context and governed data interactions. This tutorial walks through the complete authoring workflow for setting up an AI agent using indexed datasets, supplemental instructions, welcome messaging, and uploaded reference documents to support more informed analytics responses.
Using a supply chain analytics scenario, the tutorial demonstrates how AI agents can answer operational questions, generate visualizations, and reference uploaded policy documents to improve response quality and analytical relevance. You will also learn how to configure document settings, validate the consumer experience through preview mode, and test how the agent responds to both business and visualization requests.
Additional guidance covers supported document formats, upload limitations, workbook integration through the Insights panel, and access configuration for enabling direct consumer interaction with AI agents. The tutorial also highlights how Oracle Analytics Cloud handles contextual responses when requested information is unavailable, helping maintain trusted and accurate analytics experiences.
Designed for analytics authors and data professionals, this walkthrough provides practical guidance for building AI-powered analytics workflows that combine governed enterprise data with business context inside Oracle Analytics Cloud.
00:00 Overview of AI Agents
00:35 Create a New AI Agent
01:12 Add Instructions and Welcome Message
01:46 Upload Reference Documents
02:39 Test AI Agent Responses
03:49 Enable AI Agent in Workbooks
04:33 Share AI Agents with Consumers
Find training paths for Oracle Analytics and AI from beginner to advanced and expert: https://social.ora.cl/6007BB4QfX
Explore self-paced short courses in the Oracle Analytics and AI Learning Hub: https://social.ora.cl/6007BB4QAB
Check out detailed instructions on how to create an Oracle Analytics AI Agent: https://social.ora.cl/6000BB4QAs
Check out detailed instructions on how to allow users to ceate AI Agents in Oracle Analytics: https://social.ora.cl/6000BB4Q7n
Like what you learned about Oracle Analytics Cloud? Subscribe now https://social.ora.cl/60025k87j
Join us at Oracle AI World: https://social.ora.cl/60035eVvJ
Contact AIDP sales: https://social.ora.cl/6003FLUMT
Learn more about Oracle AIDP: https://social.ora.cl/60047h76Q
Join the Oracle AIDP Community: https://social.ora.cl/60087h7Bj
Follow us here:
LinkedIn: https://social.ora.cl/60035eXuF
X: https://social.ora.cl/6008abVgG
Instagram: https://social.ora.cl/60095eXDN
Facebook: https://social.ora.cl/60065enQp










