Accessing the SAP CX AI Toolkit

Objective

After completing this lesson, you will be able to access the SAP CX AI Toolkit tenant and manage users

Access Authorization

In this unit, you’ll learn to perform the initial login to the SAP CX AI Toolkit tenant. You’ll also learn to manage tenant users by editing existing user details and creating new users in the user management workspace.

Upon your purchase or subscription to SAP CX AI Toolkit, SAP:

  • Sets up your organization's system
  • Assigns an Administrator role to the designated contact person, and
  • Provides them with system access and credentials via email

This designated contact person:

  • is either a Sales Account Executive or is specified in the order form during purchase from the SAP Digital Store (more information in AI Toolkit).
  • acts as the primary contact between SAP and your organization.
  • receives important notifications and information, including system upgrades, downtime notices, certificate changes, co-innovation opportunities, and newsletters.

Note

If you're unsure about the registration or the designated contact person, contact your Sales Account Executive or the Customer Interaction Center (CIC). If you're the contact person, you should have received the access or credentials emails for the SAP CX AI Toolkit directly.

Log In to SAP CX AI Toolkit

Using the credentials you received in the access email, visit https://ai-assistant-usea-prod.cxai.cloud.sap.

Note

The URL may vary based on your CX AI Toolkit tenant's data center location. Currently, our data centers are in the U.S. East and West Central region of Germany. For the latest information about our data center locations, visit this link.
The image is a login screen for the SAP CX AI Toolkit. It features a playful illustration of two astronauts in space suits giving each other a high-five. On the right side of the screen, there is a login form with fields for Email or User Name and a checkbox labeled Remember me. Below the fields, there's a blue Sign In button.

Use the provided username and password to log in and view the homepage of the CX AI Toolkit.

This screenshot shows the SAP CX AI Toolkit homepage. The interface includes several key sections: 1. The left sidebar menu with navigation options including Home, AI Tools, Meetings, Scheduling, Product Attributes, Product Descriptions, Product Images Visual Search, and AI Tools Builder. 2. The main workspace contains a welcome message, search bar, AI Tools section with options Ask about this Product, Create Social Media Posts, and Generate Blog Post. 3. The top right corner features a notification bell icon and a user profile icon.

As shown in the screenshot earlier:

  1. Collapse and view the menu bar on the left to access different AI features of the toolkit, such as AI Tools, Product Attributes, Product Descriptions, Product Images, and Visual Search. We’ll explore and demonstrate these features later in this course.
  2. Select a feature in the left menu bar to display its content in the central workspace. Currently, it shows the homepage, which includes the CX AI Toolkit tenant's overall chatbot, frequently used AI tools, and recommended actions derived from AI insights.
  3. Use the notification and profile/settings icons to view the latest notifications and adjust personal profile settings. Integration setup and other settings will be discussed in the following lesson.

Managing Users

Before integrating the SAP CX AI Toolkit with SAP Commerce Cloud, let’s briefly discuss user management.

In your SAP CX AI Toolkit application, 'users’ refer to employees or business users assigned to specific business roles, determining their access within the application. An administrator can add new users and modify the attributes of existing ones.

After logging in (shown in the next screenshot):

  1. Select the Profile/Settings icon located at the top right, and then select Settings. This will direct you to the Settings workspace.
  2. On the left, select the Users section. This will display all the existing users of the tenant.
Screenshot of the Users workspace within the Settings of a CX AI Toolkit tenant. The top menu shows the user profile dropdown that is selected, with options for My Profile, Settings (highlighted), and Sign Out. On the left side, the navigation menu is visible with options like Settings, Organization, Integrations, and Users, with Users highlighted. In the middle, there's a table listing users along with their details like Name, Email, User ID, Role, Last Login, Licenses Allocated, Status, and Actions.

As illustrated above, the admin can modify the attributes of each existing user or remove the user.

After selecting the modify/pencil icon to the right of a user, a wizard appears, displaying the user’s attributes.

Image of the Edit User wizard interface in the User Management Workspace. The wizard contains fields for editing user details, including Name”, Email”, and User ID”. Dropdown menus for Roles and Status with values set to Standard and Active respectively. There's a dropdown for AI Output Language Preference set to Default. At the bottom, there's a Licenses section with tags labeled Commerce, Sales, and Service. Two buttons labeled Save and Cancel are located at the bottom right of the interface.

The attributes are briefly described below:

  • Email: This attribute cannot be changed once the user is created.
  • Name and User ID: Both are automatically derived or generated after user creation and cannot be modified.
  • Roles: Available roles are either Admin (the tenant administrator) or Standard (a business user working within the tenant).
  • Status: The status can have three potential values:
    • Active: The user status automatically changes to Active after the initial login.
    • Pending: The status defaults to Pending when a user is created and remains so until the user completes their first login.
    • Inactive: This status signifies that the user has been disabled.
  • AI Output Language Preferences: This denotes the preferred language for AI output responses. If no preference is set, the AI engine seeks to provide responses in the language in which prompts are submitted.
  • Licenses: Currently, there are three possible values: Commerce, Sales, and Services. These represent the CX solutions (SAP Commerce Cloud, SAP Sales Cloud and SAP Services Cloud) with which the AI features are enabled/accessible.

Additionally, selecting the Add User button opens the user creation wizard.

This screenshot shows the user creation wizard that appears after selecting the “Add User” button in the User Management Workspace. The user creation wizard requires further information of the new user’s email, role, licenses, AI Output Language Preference and preset status of Pending, with the possibility to save the new user or cancel the creation request.

Here, you can either fill in or set the previously mentioned attributes.

Keep in mind that to add new users to the SAP CX AI Toolkit, users must exist in the associated tenant or the new tenant of the SAP Cloud Identity Service. You will receive the new tenant as part of the provisioning process. Alternatively, users should be present in the Corporate IDP linked to the SAP Cloud Identity Service.

Lastly, mass data editing is also supported. Selecting the three dots beside the Add User button provides options to export or import data.

Screenshot displaying additional features for exporting or importing user data, accessible via the export or import options in a dropdown menu that appears after clicking the three dots next to the Add User button in the user management workspace.
  • Export: Export the data of existing users, including their attributes and values, into a CSV file.
  • Import: Initiate the import process by first downloading a CSV template. Use this template as the foundational file for entering user data. Once completed, upload the modified CSV file containing the list of new users and their respective data for importing into the tenant.
This image depicts the import wizard feature that facilitates the bulk import of user data into the CX AI Toolkit tenant. The process involves three steps: 1. Download the CSV template of the user data, edit it with the new data, and reupload it to the system. 2. Confirm the import. 3. View the success or failure message of the data import.

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