Build Your First AI Agent in Oracle Agentic Studio – A Step-by-Step Guide

If you're thinking this sounds technical or time-consuming, don’t worry. One of the best parts about Agentic Studio is that it’s built for real business users—people like finance analysts, HR leads, procurement managers, and functional consultants. You don’t need to be a developer to get started.

This guide will walk you through the basics. You’ll go from an idea to a working AI agent that can help automate and simplify a real task inside Oracle Cloud Applications.

Start with a Simple Use Case

Before jumping into the tool, think about a process you deal with regularly. Something repetitive, time-consuming, or just plain annoying.

For example:

• You’re in accounts payable, and you constantly get asked why an invoice is on hold.

• You’re in HR, and employees keep asking about leave balances or policies.

• You work in procurement, and you spend time digging into supplier performance history.

Pick one of those. Keep it simple. The goal here is not to build the most advanced agent—it’s to get comfortable with how the platform works.

Step One: Log In and Create a New Agent

Start by opening Agentic Studio from your Oracle Cloud environment.

• Click to create a new agent.

• Give it a name that reflects what it will do. Something like “Invoice Helper” or “Employee FAQ Assistant” works just fine.

• Choose the application area it will work in—Finance, Procurement, HR, or wherever your process lives.

This gives Oracle the context it needs to connect your agent to the right data and workflows.

Step Two: Map Out What the Agent Should Do

Think through the steps you would normally take to complete this task yourself. For example, if you’re looking into why an invoice is on hold, your steps might be:

• Ask the user for the invoice number

• Look up the invoice

• Check if there are any hold reasons

• Summarize what’s wrong and what to do next

In Agentic Studio, you can drag and drop these steps onto a visual canvas. It’s almost like building a flowchart, but one that actually runs.

You don’t need to write any code. Just focus on the logic—what should happen first, next, and after that.

Step Three: Connect to Your Data

Next, you’ll tell the agent where to look for information. Since you're working inside Oracle Cloud, most of the data you need is already there.

You can link the agent to:

• Oracle Fusion Tables (like invoices, employees, suppliers)

• REST APIs for real-time lookups

• External data sources if needed

This is where your agent starts to become useful—because it’s grounded in real, up-to-date business data.

Step Four: Add Intelligence (If You Need It)

Oracle gives you a set of ready-to-use AI skills. You can add these to your agent if it needs to do something like:

• Summarize a block of data

• Classify a request

• Extract key fields from a record

• Suggest next steps based on patterns

You don’t have to use these at first—but it’s nice to know they’re there when your use case starts to grow.

Step Five: Test It Out

Now that your agent is built, try it out. Run a few examples. Pretend you’re a user. See what happens when you give it different inputs. Watch how it responds.

You’ll probably find little things to tweak—maybe the summary could be clearer, or maybe it needs to ask one more question up front. That’s all part of the process.

Keep testing until it feels smooth and useful.

Step Six: Publish and Share

Once you’re happy with how your agent behaves, you can publish it. Choose where users will see it—it could be embedded on a Redwood page, available in a self-service screen, or accessed through a chatbot interface.

Users will start using it in the flow of their regular work, and you can monitor how it performs over time.

Summary

The first time you build an AI agent, it feels a bit like magic. You take a task that used to involve multiple clicks, screens, or emails—and turn it into something that runs almost on its own.

What’s exciting is that this isn’t just for IT teams or AI specialists. Anyone who understands the business process can now create something useful with Agentic Studio.

Start small, pick a use case you know well, and build from there. The more you experiment, the more ideas you’ll uncover.