Overview#
The AI Platform connects AI Workforce OS to large language model providers and exposes that capability through managed prompts, autonomous agents with an approval workflow, a fixed set of HR-focused "AI Skills," and usage/cost tracking.
Purpose#
Explain what the AI Platform actually does today, since "AI" covers several distinct pieces (providers, prompts, agents, skills) that are easy to conflate.
Prerequisites#
- A System Administrator to configure at least one AI provider with valid API credentials.
- Outbound network access from your server to the configured provider (OpenAI, Anthropic, or Google Gemini).
Step-by-Step Instructions#
Configuring a provider and model#
- Go to AI → Providers and add a provider — supported providers connect to OpenAI, Anthropic, or Google Gemini.
- Add the specific model(s) you want available under that provider.
- Set which provider/model is used as the default where a skill or agent does not specify one.
Provider integrations call each provider’s real API over HTTPS. Confirm connectivity and valid credentials in your own environment before relying on this in production — test with a simple prompt first.
Using AI Skills#
- Go to AI → Skills to see the available skills: resume analysis, job description generation, interview question generation, interview feedback summary, goal generation, KPI generation, review summary, learning path/course recommendation, skill-gap analysis, HR policy Q&A, document summarization, employee profile summary, payroll explanation, attendance insight, leave recommendation, and asset recommendation.
- Run a skill against the relevant record (for example, a candidate’s resume, or an employee’s profile).
- Review the AI-generated output before acting on it — skills are assistive prompts, not automated decision-makers.
AI Skills are a fixed, pre-built set of prompt-driven endpoints. There is no user-authorable "build your own AI skill" feature in this release.
Working with prompts#
- Go to AI → Prompts to view, create, or update prompt templates.
- Prompt templates are versioned — each edit can be saved as a new version.
- Review conversation history under AI → Conversations (view-only).
Agents and approvals#
- Go to AI → Agents to see registered agents and run one against a target.
- Review a specific agent run and its individual steps for transparency into what the agent did.
- Some agent actions require human approval — review pending approvals under AI → Agents → Approvals and decide (approve/reject) before the action proceeds.
Insights, recommendations, and search#
- Review AI-generated executive insights and recommendations where surfaced in the AI dashboard.
- Use natural-language search to query the system in plain language instead of building filters manually.
Usage and cost#
- Go to AI → Usage to review request volume, token usage, and cost, broken down by provider/model.
Screens Involved#
Expected Results#
Configured providers respond to requests, AI Skills produce useful drafts for a human to review, and agent actions that need approval wait for a human decision before proceeding. Usage and cost are visible per provider.
Not Available in This Release#
- No model fine-tuning.
- No vector database, embeddings, or retrieval-augmented generation (RAG) pipeline.
- No image or audio generation.
- No third-party AI marketplace or plugin ecosystem.
- No user-authorable custom-prompt "app builder" — AI Skills are a fixed set defined by the product.
Common Mistakes#
- Treating AI Skill output (e.g., a review summary or resume analysis) as final without human review.
- Assuming "attrition risk" or similar analytics elsewhere in the product are AI-generated — check the specific module’s documentation; not everything labeled "analytics" runs through the AI Platform.
- Not configuring provider credentials, then reporting AI features as "broken" when they are simply unconfigured.
Troubleshooting#
An AI Skill returns an error.#
Confirm a default provider/model is configured with valid credentials, and that your server has outbound network access to that provider. Check AI → Usage for failed-request indicators.
An agent action seems stuck.#
Check AI → Agents → Approvals — the action may be waiting on a human decision before it can proceed.
Related Pages#
FAQ#
Which AI providers are supported?
OpenAI, Anthropic, and Google Gemini, each configured with your own API credentials.
Can I create my own AI skill or prompt-driven feature?
You can create and version prompt templates under AI → Prompts. The fixed set of "AI Skills" (resume analysis, review summaries, etc.) is defined by the product and is not user-extensible in this release.
Do AI agents take actions automatically without oversight?
Some agent actions require explicit human approval before they proceed — check AI → Agents → Approvals. Not every action is gated this way, so review your agent configuration.
Best Practices#
- Always have a human review AI-generated content (summaries, recommendations, generated text) before it is used in an official record or sent externally.
- Monitor AI → Usage regularly if you are on metered provider billing, to avoid surprise costs.