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Workflow - Quick Reference

The table below outlines the sequence of steps to get started, from system setup to fully leveraging the Business AI Cloud's features. For detailed guidance on each step, refer to the corresponding article.

Tasks	Reference Articles
Log In	Prerequisites Access the platform Home Page Tour
Manage Connector	Define Storage Destination Connect to Data Source Update Connectors
Data Ingestion	Creating a RAG Pipeline Rapid Experimentation Modify Workflows
Data Preparation	Global Entity Classification Web Scraping Redaction and Pseudonymization Schema Explorer
Data Agents	Schema Agent Data Discovery Agent Data Engineering Agent Data Analyst Agent Data Orchestrator Agent
Process Mining	Process Intelligence
Pair SLM with Knowledge	Match SLM with Knowledge Base
RAG Evaluation	Test RAG Pipeline Review Test Results SLM Experimentation
Fine-tuning SLM	Train SLM with Knowledge Base
LLM/SLM Management	Request SLM Model Test SLM without Knowledge Base
Agent Tools/Actions Management	Create Tools for AI Agents Create MCP for AI Agents
Agent Management	Create an AI Agent Add Tools/MCP to Agents Add Skills to Agents Evaluate Agents Optimize Agents
Multi-agent Workflow	Create Workflow for Agents
Agent-to-Agent Interaction	Agent-to-Agent (A2A)
Prompt Engineering	Create Prompts Manage Prompts
Chat with Agents	Ask your queries to your agents
Admin Configuration	User Management Access Management Token Key Management Audit Logs Credit Actuals Profile Management

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