About Marketplace agents
Related information
Related topicsMarketplace Agents are AI-powered assistants that help users complete specialized tasks and access information through Sage Copilot. Marketplace Agents are created and maintained by Sage-approved partners and are available for purchase in the Agent Marketplace in Sage Intacct.
Marketplace agent workflow
Marketplace agents extend the capabilities of Sage Copilot by providing specialized capabilities for specific business scenarios.
The process for making a Marketplace agent available to users includes the following steps:
Review available agents in the Marketplace.
Purchase a Marketplace agent.
Associate the subscription with an Intacct company.
Activate the Marketplace agent.
Assign the Marketplace agent role to one or more users or roles.
Use the Marketplace agent in Sage Copilot.
For information about purchasing and setting up a Marketplace agent, see Purchase and set up a Marketplace Agent.
The Marketplace agent experience
The Marketplace agent experience includes three areas: Manage agents, Your agents, and Agent marketplace.
Manage agents
Administrators use the Manage agents tab to review purchased agents, activate or deactivate agents, and view agent details. Agent details can include: required permissions, documentation, support resources, terms and conditions, and privacy policy information.
Before making a Marketplace agent available to users, administrators review the legal information and the agent role. The permissions listed in the agent details are a display label only. They do notshow everything the agent can access. To see what the agent can do, review the agent role.
Your agents
View the Marketplace agents you have access to and use them in Sage Copilot.
Agent marketplace
Administrators use the Agent marketplace to review available agents, view agent details, and purchase agents. The agent purchasing process is completed through the AWS Marketplace.
Agent roles and user roles
Marketplace agents use two types of roles:
Agent role: The role added to your company when you purchase the agent. It has preconfigured permissions that allow the agent to do what it does. You can edit it, but you can't delete it.
User role: A role you assign to people to allow them to do their job.
Agent access depends on two levels of permissions:
The permissions assigned to the agent role.
The permissions assigned to the user's role.
An agent can perform an action only when the required permission is granted to both the agent role and the user's role. This lets administrators adjust what an agent can do without changing the permissions that users need for their own work.
You don't need to assign the agent role to users. Sage Intacct recommends that you keep agent roles separate from user roles. If you assign an agent role directly to a user, that user automatically receives any permissions added to the role by future agent updates.
If the agent's developer updates the agent's permissions and Sage approves the change, the update overwrites the agent role in your company, including any changes you have made. You are not notified when this happens.
Changing the permissions in an agent role can prevent the agent, or specific agent features, from working correctly.
Who can use an agent
Making a Marketplace agent available to users requires both administrator activation and assigning the agent to a user role.
A user can access a Marketplace Agent only when:
The company has a Finance Intelligence Agent (FIA) subscription.
The Marketplace agent has been purchased and associated with the company.
The Marketplace agent is activated.
- The Marketplace agent is assigned to the user's role.
If any of these requirements are not met, the Marketplace agent does not appear in the list of agents available from the @ picker in Sage Copilot.
To complete a task, both the agent role and the user's role must include the permissions the task needs. If either role is missing a permission, the agent appears but can't complete the task.
Agent activity
Intacct records the registered agent name and the user who started the request. Administrators can use the API Usage Detail report to identify which agent and user were involved in an activity. The audit trail also shows this information for applicable create, update, and delete operations.
Marketplace agents currently support read-only operations, so you might see few audit trail entries for now.
Understanding agent responses
Marketplace Agent responses include information that helps users understand the source of the response and how it was generated.
Responses can include:
Agent attribution that identifies which Marketplace agent generated the response.
How AI worked it out, which explains the data and reasoning used to generate the response.
Informational disclaimers provided by the Marketplace agent provider.
Review AI-generated content before making business decisions.
Permissions and other requirements
To purchase and manage Marketplace Agents, you must have:
An active Sage Intacct subscription.
An active Finance Intelligence Agent (FIA) subscription.
A paid AWS account.
A business user with admin privileges in Sage Intacct.
A roles-based company.
Only business users with admin privileges can purchase, enable, and manage Marketplace Agents.
| Subscription |
|
|---|---|
| Regional availability |
|
| User type | To subscribe to the Marketplace Agents:
To purchase and assign agents:
To use agents:
|
| Permissions | To subscribe to the Marketplace Agents:
To purchase and assign agents:
To use agents:
|
| Configuration | Available only in role -based companies. |
