Enabling Content Assistant features in Workplace Assistant

Configure the integration between Workplace Assistant and Content Assistant to enable AI-powered document search, question answering, and content summarization capabilities within workflow processes and cases.

Before you begin

Before you begin, ensure the following prerequisites are met:
  • Business Automation Workflow on containers 26.0.0.0 or later is deployed.
  • Workplace Assistant is installed and configured.
  • Content Assistant is set up and configured. See Setting up IBM Content Assistant External link opens a new window or tab.
  • Administrative access to configure operators and custom resources.

About this task

The integration provides a set of additional tools that enable Workplace Assistant to work with document content in processes or cases. These tools support capabilities such as semantic search, question answering, and content summarization. They are exposed as standard assistant tools that the agent can use to retrieve, analyze, and present information from documents.

Procedure

  1. Verify the Content Assistant configuration: upload a document to the object store and confirm that the GenaiDateIndexed document property is populated, which indicates that indexing completed successfully.
    Gen AI Date Indexed property verified in the BAWDOCS object store
  2. Set the custom resource (CR) parameter to enable Content Assistant integration. 
    workflow_assistant_configuration:
   content_assistant_enabled: true // false by default
  3. From the Workplace agent pod, verify that the following environment variables are generated correctly.
    1. In the OpenShift console, under Deployments, find workflow-server-agent and open it.
      In the OpenShift console, search for workflow-server-agent under Deployments
    2. In the Environment tab, check the following variables:
      • content_assistant_enabled: true
      • content_assistant_graphql_url: <host_name>:<port_number>/content-services-graphql, where <host_name> and <port_number> are the host and port of the internal GraphQL route.
  4. Verify the integration:
    Test the integration to ensure Workplace Assistant can successfully access Content Assistant capabilities.
    1. Verify that Workplace Assistant pods have restarted and are running: 
      oc get pods -n <namespace> | grep workflow-server-agent
      Troubleshooting: If the workflow agent pod logs contain the following exception:
      Error 500: com.ibm.ecm.content.graphql.exceptions.ContentServicesException: Unauthorized access: XSRFValidator.validateXSRF: XSRF token is not valid
      check your CR setting and make sure the JVM string is as follows:
      jvm_customize_options: "-Dcom.ibm.ecm.content.graphql.enable.graphiql=TRUE,-Decm.content.graphql.xsrf.validate.disable=FALSE,-Decm.content.graphql.disable.xsrf.validation.for.ping=TRUE"
      Test that the GraphQL endpoint (which can be found in the access-info) is accessible. For more information, see Configuring security against Cross-Site Request Forgery (CSRF) External link opens a new window or tab.
    2. Review the Workplace Assistant logs to confirm the tools were enabled successfully: 
      oc logs <workflow-server-agent-pod> -n <namespace> | grep "Content Assistant tools enabled"
    3. Test the connection and content question-answering functionality by asking a question about document content, such as: “What is the approval process described in the policy document?” Verify that the assistant returns a relevant answer with source attribution, including an excerpt and page number.
    If all tests pass, the integration is working correctly and you can begin using Content Assistant features through Workplace Assistant.