Overview

SensibleAI Agents provide governed AI capabilities within OneStream. Agents are configured and secured using OneStream roles and security groups, and are governed through administrative tooling (AI Control Tower) and documentation infrastructure (SensibleAI Agents Documents).

Components Covered in This Guide

  • Finance Analyst Agent: Finance Analyst enables finance users to pull and analyze data from their OneStream cubes using natural language. The agent interprets the users request and can pull existing cube views or create its own dynamic reports to best fulfill the user’s intent.

  • Finance Analyst Configuration Portal: Provides a dedicated administrative interface for configuring the Finance Analyst Agent, including cube connections, personas, dimension defaults, business context, and report row templates.

  • Search Agent: Retrieves and synthesizes content from curated documentation stored in Knowledge Clusters.

  • Deep Analysis Agent: Enables workflow-based automation for document-heavy analysis.

  • SensibleAI Agents Agents Documents: Supports cluster-based document ingestion, approval workflows, security access, personas, and external connectors.

  • AI Control Tower: Serves as the central governance portal for analytics, credits, access, and auditing.

Administrative Model (High-Level)

Administration is performed across two primary surfaces:

  • AI Control Tower: Manages governance, access mapping, usage analytics, credit limits, auditing, and platform settings.

  • SensibleAI Agents Documents: Supports document ingestion and curation for Search and Deep Analysis Agents.

  • Finance Analyst: Inherits metadata access from existing OneStream Security settings.

Prerequisites (All Agents)

Ensure the following requirements are met before configuring agents:

  • AI Agents have been successfully deployed to the environment.

  • The administrator meets one of the following criteria:

    • Is a OneStream Administrator, or

    • Is assigned the SensibleAI Admin role in the AI Control Tower

  • The following maintenance units are installed:

    • AIS SDK (SAI) Workspace

    • AIS SensibleAI Agents (AIA)

      • SensibleAI Agents Business Rules (WBR)

      • SensibleAI Agents DataFlow App (WDA)

      • SensibleAI Agents Documents Configuration (CMA)

      • SensibleAI Agents Finance Analyst Configuration (RBX)

    • Wernicke DataFlow App (WDA) maintenance unit

  • SensibleAI Agents Documents has been opened and the initial solution setup steps have been completed.

IMPORTANT: Incomplete prerequisites may prevent configuration pages from appearing or block setup tasks from completing.