Use Joule Studio, Classic Edition with Document Grounding

The object stores that document grounding tools will have access to are maintained here. The entity called resource group here is not the same as a resource group in SAP AI Core, though one will be created there among other things.

1. In the Lobby of Joule Studio classic, choose Control Tower > Document Grounding.

   

   

2. Choose Add.

3. Enter a name and choose Next.

   

4. Select your AI Core destination and choose Next.

   

5. Select the S3 Object Store destination and choose Add.

   

6. Wait until the Status changes from Pending to Completed. This can take some time. Refresh the browser to check.

   You might see the status starting with Error and perhaps later before Completed is reached. Don’t panic - give it time.

   

You will extend the project that you completed in the previous tutorial.

1. In the Lobby of Joule Studio classic, navigate to Versions of your project and choose Save as New Project.

   

2. Give it a name and then open the new project.

3. Choose Create -> Joule Agent.

   You could enhance your existing validation agent with document grounding later, but here we intentionally keep them distinct — to show how grounding works for learning purposes.

   

4. Enter the name Maintenance Compliance Agent and description Helps users understand, assess, and troubleshoot maintenance policies to ensure correct execution, then choose Create.

   

5. Add the following text to Expertise:

   Code Copy

   Help users understand, assess, and troubleshoot the executability of maintenance orders.

6. Add the following text to Instructions:

   Code Copy

   This agent is trained to support, validate, and guide users through maintenance orders based on the following two internal documents:
   Component Management Guidelines in Maintenance Orders
   Business Guidelines for Validating Maintenance Order Executability
   
   It behaves like a skilled maintenance planner, applying domain logic and SAP system rules (PM module) to assess:
   Order status, Operation structure, Component availability, Common data issues, Edge cases requiring human review

   

7. Choose the Add Tool dropdown in the top right corner of the Tools section. From the menu, select Documents.

   

   Enter the name Order Validation Documents and description Internal guidelines required by the agent to validate and guide users through maintenance orders. It covers component assignment rules, stock validation logic, operational status checks, and exception handling — based on SAP PM best practices.

   Select the resource group name that you configured earlier, then choose Add.

   

8. Choose Save.

   

1. Choose Test in the agent editor.

2. Configure the test parameters by selecting your private environment and your destination from the previous tutorial. Then choose Continue.

3. Enter the prompt: Can you give me a short summary of our Maintenance Order Compliance policy, highlighting the main dos and don’ts? and choose Send.

   

   Joule should respond with something similar to the following.

   

   The results can vary from run to run. You might need additional prompts if the LLM does not understand or requires further clarification.

4. Enter the prompt: Is it a policy violation to execute or release a maintenance order that is only partially confirmed? Please explain the conditions when this is allowed or not, referencing the policy. and choose Send.

   

5. Under Timeline, expand the nodes and see how Joule processed your request.

   

6. Choose Stop Testing.