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Infor GenAI Platform - Using Infor Business Context with Agents
Learn how to enable and configure Infor Business Context (IBC) for agents in the GenAI Platform, allowing them to use screen-level information without requiring users to provide it manually.
This video demonstrates how the IBC toggle, agent description, and instructions work together to provide contextual responses within Infor applications. By the end, you’ll understand how to configure and test an agent that dynamically responds to the user’s current application context.
0:00 - Introduction to Infor Business Context
0:30 - How screen-level context supports agents
1:11 - Prerequisites and example agent overview
1:51 - Viewing the live IBC payload with Context Viewer
2:19 - Enabling IBC in the GenAI Factory
3:03 - Configuring the agent description and instructions
5:10 - Inspecting and testing the live screen context
7:02 - Common configuration mistake and key takeaways
Learn more: https://docs.infor.com
#InforOSEnablement #TheIndustryCloudPlatform #InforGenAI #InforInforBusinessContext
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Infor GenAI Platform
Learn how to create and configure custom guardrails in the GenAI Factory to help keep GenAI interactions within defined boundaries.
This video walks through Ban List, Restrict to Topic, and PII Detection guardrails, including how to configure and test each type.
00:00 – Introduction to GenAI Guardrails
00:50 – Standard vs. Custom Guardrails
02:28 – Creating a Custom Guardrail
03:29 – Configuring a Ban List Guardrail
05:10 – Configuring a Restrict to Topic Guardrail
06:00 – Configuring a PII Detection Guardrail
06:50 – Testing Custom Guardrails
09:48 – Key Considerations and Best Practices
Learn more: https://docs.infor.com
#InforOSEnablement #TheIndustryCloudPlatform #InforGenAI #InforGenAIGuardrails #GenerativeAI
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Infor CloudSuite Usage Report
Discover how the API Gateway tile can help you monitor API consumption and investigate changes in activity across your CloudSuite environment.
Learn how to interpret API executions and service account authentications, analyze trends, and identify which tenants are contributing to usage.
00:00 – Introduction to API Gateway Usage
00:45 – Understanding API Execution Consumption
02:21 – Exploring the API Gateway Tile
03:29 – Analyzing API Execution Trends
04:28 – Understanding Service Account Authentications
05:54 – Filtering Daily and Hourly Usage Data
07:15 – Exporting Usage Data for Further Analysis
08:00 – API Gateway vs. Cloud Egress Metrics
Learn more: https://developer.infor.com
#InforOSEnablement #TheIndustryCloudPlatform #InforConcierge #TheIndustryCloudPlatformUsageReport
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Infor GenAI Platform
Learn how to use the Prompt Catalog in GenAI to create, test, publish, and reuse prompt templates across your organization.
This video walks through prompt authoring, variables, model settings, document-based prompting, and publishing workflows, while sharing best practices that help prompt engineers build reliable, reusable AI solutions with confidence.
00:00 Introduction to the Prompt Catalog
01:24 Navigating the Prompt Catalog & Prompt Lifecycle
02:50 Creating a New Prompt Template
04:41 Building Prompts with System Prompts & Variables
06:36 Selecting Models & Configuring Settings
09:20 Saving Variable Collections & Testing Prompts
11:16 Creating and Testing a Summarization Prompt
13:40 Publishing Best Practices & Key Takeaways
Learn more: https://bit.ly/3WXBWRN
#InforOSEnablement #TheIndustryCloudPlatform #InforGenAI #InforGenAIPromptCatalog #AIPlatform
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Infor GenAI Platform
This video demonstrates how to manage tools in the GenAI Factory, including editing, duplicating, importing, exporting, and deleting tools as part of ongoing AI solution maintenance.
Learn recommended best practices for safely testing changes, moving tools between tenants, protecting standard out-of-the-box tools, and ensuring agents continue to function correctly as your GenAI environment evolves.
00:00 Introduction & Overview
01:26 Editing Tools
02:23 Duplicating Tools
03:38 Exporting Tools
04:02 Importing Tools
04:50 Deleting Tools
05:13 Best Practices & Common Pitfalls
05:45 Key Takeaways & Next Steps
Explore more: https://bit.ly/3WXBWRN
#InforOSEnablement #TheIndustryCloudPlatform #InforGenAI #InforGenAIToolsAndAgents
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Infor CloudSuite Usage Report
Learn how to use the Cloud Egress Usage Details page in the Infor CloudSuite Usage Report to identify exactly which services, resources, and activities are driving your Cloud Egress consumption.
This video walks through filtering and analyzing Cloud Egress usage data across tenants, API Gateway, ION integrations, and Data Fabric, helping administrators investigate spikes, understand usage patterns, and proactively manage egress before it impacts subscription limits.
00:00 Introduction to Cloud Egress Usage Details
00:33 Accessing the Usage Details Page
00:01:03 Understanding Filters and Time Intervals
00:01:49 Exploring the Usage Details Table Columns
00:02:39 Investigating API Gateway Egress Activity
00:03:55 Understanding ION Integration Egress Sources
00:04:51 Data Fabric Egress Attribution and Reporting
00:05:57 Best Practices for Monitoring Cloud Egress Consumption
#InforOSEnablement #TheIndustryCloudPlatform #Infor #InforConcierge #CloudEgress
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Infor GenAI Platform - Using the GenAI Python Script Builder in ION
Learn how to use the GenAI Python script builder in ION to generate, refine, and test Python scripts.
0:00 Introduction and what the script builder does
0:47 Overview of the GenAI Python script builder
1:05 Prerequisites: feature access and scripting permissions
1:23 Creating a new script and declaring variables
1:38 Opening the Generate Script panel
1:58 The four quick action templates
2:38 Walking through the create a script template
3:33 The refine script template
4:06 Filling in the template for this demo
5:08 Generating the script
5:33 Reviewing the AI disclaimer
5:45 Inserting the generated script
5:51 Running validation and testing
6:21 Using the refine script action
6:52 Generating and testing the refined script
Explore more: https://bit.ly/3WXBWRN
#InforOSEnablement #TheIndustryCloudPlatform #InforGenAIEmbeddedExperience #InforION #InforIONScripting
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Infor GenAI Platform - Creating Conversation Starters in the GenAI Factory
Learn how to set up conversation starters in the GenAI Factory so users can discover and interact with your agents through pre-made prompts instead of blank input boxes.
00:00:28 - What are conversation starters
00:01:22 - Prerequisites and setup
00:02:11 - Create your first starter
00:03:36 - Add starters with variables
00:03:59 - See it from the user's perspective
00:04:43 - Import and export starters
Learn more today: https://bit.ly/4pfIPef
#InforOSEnablement #TheIndustryCloudPlatform #InforGenAI #InforGenAIConversationStarter #InforGenAIToolsAndAgents
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Infor GenAI Platform - Configuring Focus Mode in the GenAI Factory
Learn how to configure focus mode in the GenAI Factory and use it from the GenAI Assistant.
Topics covered:
0:00 Introduction and what focus mode does
0:20 Why focus mode matters as agents scale
1:37 Prerequisites: feature flag and existing agents
2:43 Creating a new focus mode
3:09 Name, logical ID, icon, and model
3:49 Status and IBC toggle
4:13 Adding agents to a focus mode
5:34 Writing the description
6:20 Instructions and task control
7:32 Saving and reviewing the focus mode list
8:09 Testing without focus mode active
8:56 Activating focus mode and retesting
9:52 Exiting focus mode
10:49 Recap and next steps
Dig in today: https://bit.ly/3WXBWRN
#InforOSEnablement #TheIndustryCloudPlatform #InforGenAI #InforGenAIFocusModes #InforGenAIToolsAndAgents
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Infor GenAI Platform - Creating an Agent in the GenAI Factory
Learn how to create an agent in the GenAI Factory and link it to tools you've already built. An agent is what connects your tools to your users.
This video assumes the tools you plan to assign already exist and are enabled in the GenAI Factory. If you haven't watched the tool creation video yet, that's a good starting point.
Topics covered:
0:00 Introduction and what an agent does
0:59 Prerequisites: tools and factory access
1:29 Creating the agent and naming conventions
2:18 Choosing a model for your agent
3:15 Writing a description for accurate routing
4:12 Instructions and task control overview
7:22 Assigning tools to the agent
8:42 Human in the loop and review required
9:37 Adding utterances and setting permissions
10:34 Testing the agent in chat
12:29 Exporting and importing agents across tenants
14:18 Recap and next steps
Want to learn more? Check this out: https://bit.ly/4pfIPef
#InforOSEnablement #TheIndustryCloudPlatform #InforGenAI #InforGenAIFactory #InforGenAIToolsAndAgents
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Infor GenAI Platform - Creating Tools in the GenAI Factory
Learn how to build tools in the GenAI Factory so an agent can take real actions against your APIs.
Topics covered:
0:00 Introduction and what you'll build
0:47 Prerequisites: API gateway access and GenAI factory permissions
3:03 Documenting API request instructions
4:30 Documenting API response instructions
6:19 Creating the Get Current User tool with Swagger
8:10 Creating the Update User Profile tool
9:29 Two things to watch for when building tools
9:58 Recap and next steps
Learn more: https://bit.ly/3WXBWRN
#InforOSEnablement #TheIndustryCloudPlatform #InforGenAI #InforGenAIFactory #InforGenAIToolsAndAgents
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Infor GenAI Platform
The GenAI Factory is where you build and configure custom AI assistants for your teams, tools, agents, focus modes, chat, and conversation starters, all working together inside the GenAI platform.
This video walks you through how the factory works, the building blocks behind a custom AI assistant, and how the pieces fit together to create assistants suited to your company's own terminology and workflows.
0:00 Introduction
0:32 The Idea Behind the GenAI Platform
1:14 Security Roles You Need to Know
2:01 Tools: The Building Blocks
2:38 Agents: The Coordinators
3:11 Putting Tools and Agents Together
3:41 Focus Modes
4:04 Testing in Chat
4:37 Conversation Starters
5:05 Common Pitfalls to
Learn more: https://bit.ly/4pfIPef
#InforOSEnablement #TheIndustryCloudPlatform #InforGenAI #InforGenAIFactory
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Configuration Management with Local Packages - Creating a Package with Manual Selection
This video explains how to create a Local Package by manually selecting the resources to include.
Learn how to efficiently manage your configuration packages in Infor OS.
00:00 Introduction
00:59 Local Packages
01:20 Creating a Local Package
01:47 Package Properties
01:57 Export Options
02:16 Applications
02:30 Package Options
04:58 Review and Submit
05:19 Creation Progress
05:50 Local Package Details
More resources available: https://bit.ly/4c1IXsf
#InforOSEnablement #TheIndustryCloudPlatform #SelfServicePortal #ConfigManagement #LocalPackages
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Infor Agent Platform with GenAI Factory
The GenAI Factory is where you build and configure custom AI assistants for your teams, tools, agents, focus modes, chat, and conversation starters, all working together inside the GenAI platform.
This video walks you through how the factory works, the building blocks behind a custom AI assistant, and how the pieces fit together to create assistants suited to your company's own terminology and workflows.
0:00 Introduction
0:32 The Idea Behind the GenAI Platform
1:14 Security Roles You Need to Know
2:01 Tools: The Building Blocks
2:38 Agents: The Coordinators
3:11 Putting Tools and Agents Together
3:41 Focus Modes
4:04 Testing in Chat
4:37 Conversation Starters
5:05 Common Pitfalls
Check out more today: https://docs.infor.com
#InforOSEnablement #TheIndustryCloudPlatform #InforGenAI #GenAI #GenAIFactory
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Configuration Management - Local Packages & Working with Tags
See how you can navigate to Configuration Management in the CloudSuite Self-Service Portal and create, lock, unlock, and delete Tags for Local Packages.
00:00 Introduction
01:18 Navigation
01:38 The List of Tags
01:53 Creating a Tag
03:40 Adding Resources
04:52 The Tag Details dialog
05:17 Locking and Unlocking a Tag
06:59 Deleting a Tag
07:27 Recap
Learn more: https://bit.ly/4pfIPef
#InforOSEnablement #TheIndustryCloudPlatform #SelfServicePortal #ConfigManagement
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Configuration Management
An overview of the capabilities of Configuration Management, covering Local Packages, Global Packages and Hybrid Packages.
00:00 Agenda
00:48 Introduction
01:08 Resource Classification
01:47 Use Cases
02:28 Package Types
03:11 Local Packages
04:40 Global Packages
05:41 Hybrid Packages
06:34 CloudSuite Self-Service Portal
07:04 Recap
Learn more today: https://bit.ly/4pfIPef
#InforOSEnablement #TheIndustryCloudPlatform #SelfServicePortal #ConfgurationManagement
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Using OAuth2 authentication with your own Microsoft 365 SMTP server
Be prepared for the removal of Basic Authentication for Microsoft 365 SMTP.
See how you can set up Infor OS to use your Microsoft 365 SMTP service and authenticate using the OAuth2 protocol.
00:00 Introduction
01:44 Register Application in Azure
03:00 Add API Permissions
03:44 Register Service Principal in Exchange
05:24 Enable SMTP OAuth for the User
05:48 Set up Domain and SMTP in Self-Service Portal
08:42 Recap
Learn more: https://bit.ly/4vILvn1
#InforOSEnablement #TheIndustryCloudPlatform #InforConcierge
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How Kattsafe scales rapid growth with Infor Velocity Suite
Kattsafe, a global height-safety manufacturer, was growing fast—but manual order entry was slowing them down.
The solution? Infor Velocity Suite—deploying AI-powered OCR, RPA, and API integrations to fully automate their order creation process in under 30 days.
Measurable results:
· 88% faster order processing
· 700+ hours saved annually
· Manual keying errors virtually eliminated across all markets
Now, Kattsafe is expanding automation to more processes using continuous process mining insights, building a scalable foundation for long-term growth.
See how Infor is powering operational excellence at Kattsafe. Learn more: https://bit.ly/4xoiPRy
#Manufacturing #InforVelocitySuite #Automation #AIinManufacturing
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Getting Started with AI: Infor Velocity Suite and the Agentic Enterprise
Infor AI turns data into predictions by making machine learning more accessible across your organization.
In this session, we’ll show how Infor AI supports both citizen data scientists and machine-learning experts, covering the platform’s core capabilities and practical steps to create and deploy an AI model in an Infor environment.
By the end, you’ll know how to start applying AI to your business problems within your Infor environment.
#InforOS
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Meet Jamie Phillips: Infor's Award-Winning Payroll Expert
Meet Jamie Phillips—Infor Senior Account Executive and 2026 Payroll Man of the Year—and see how his real-world payroll expertise drives better outcomes for Infor WFM customers every day.
Infor WFM is powered by people who live and breathe payroll. Jamie brings that deep, hands-on knowledge directly to our customers, helping them navigate complexity and achieve payroll excellence.
Connect with Jamie to learn more: https://bit.ly/3OeXZlH
Discover the latest trends, tips, and best practices in enterprise workforce management, and learn how to use our WFM tools to make the most of them. https://bit.ly/4dyqaGh
#PayrollExcellence #InforWFM #Payroll #WorkforceManagement #HRTech
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How Infor helped Coram boost its warehouse efficiency
Coram, a European bathroom fixture and accessories manufacturer, needed a smarter way to manage warehouse operations during peak demand. Coram turned to Infor WMS and Infor Velocity Suite, implementing AI-driven pick path optimization to replace static routes.
The results:
· 15% faster picking
· 25% less travel distance
· 3,000 order lines per day
Want to learn more? Explore other Infor customer stories: https://bit.ly/42jgnh6
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April 2026 Infor OS Platform Updates: UX & Application Development
Join us for Part 3, the last session of our webinar series on Infor OS Platform updates from this year’s April Release. This final session showcases updates to the platform’s UX and app development capabilities.
In this webinar, we’ll go through improvements to:
· Mongoose
· OS Portal
· IFS
#InforOS
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April 2026 Infor OS Platform Updates: Integration & Automation
Join Part 2 of 3 in our webinar series on Infor OS Platform updates from this year’s April Release. Discover new improvements and features for integrating and automating within the Infor OS Platform.
This session covers updates for:
· API Gateway
· BaaS
· ION
· IDP
· RPA
· Notification Center
#InforOS
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April 2026 Infor OS Platform Updates: Data & Intelligence
Join Part 1 of 3 in our webinar series on Infor OS Platform updates from this year’s April Release. Explore new capabilities and enhancements to data and intelligence components of the Infor OS Platform.
This session covers updates for:
· AI
· Birst
· Data Fabric
· EPM
· GenAI
· GRC
· Process Intelligence
#InforOS
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Getting Started with Infor Mongoose
Join our live session to start your journey or expand your knowledge of Infor Mongoose.
This session will show how Mongoose, Infor’s extensibility engine, offers agile innovation that’s secure and upgrade friendly without touching your core applications.
We'll also cover:
Solution demos
A tour of its key capabilities
Building an Infor Portal widget
#Infor #Developer #Extensibility
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Managing & Calling Flows via API
Learn how to manage and trigger custom document processor flows using the Infor Document Processor (IDP) API. In this tutorial, we show how to:
Identify and use a custom document processor flow - 00:18
Locate and apply the correct flow GUID - 00:35
Upload documents and create jobs via the API Gateway - 00:47
Retrieve extracted values using the job ID - 01:25
Work with both custom and pre-built flows - 02:06
Whether you're building automations or integrating document intelligence into your apps, this is your quick guide to get started.
Your next steps: Join the conversation in our Developer Community: https://bit.ly/4dK2taQ
Sign up for our Developer Newsletter: https://bit.ly/3VjHd5q
Visit https://bit.ly/3CWrXoB for more tutorials, documentation, and best practices. Follow us for the latest innovation updates.
#Developer #Infor #API
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How Infor Velocity Suite automates complex sales order processing at Benchmark Electronics
Benchmark Electronics supports more than 250 customers across industries—from healthcare to aerospace—each with unique requirements and timelines. For one major $25 million customer, managing daily orders and change requests through PDFs meant hours of manual work and constant rechecks.
To break that cycle, Benchmark Electronics partnered with Infor™ to deploy Infor Velocity Suite and automate the entire process. Using a combination of advanced technologies including robotic process automation (RPA), and generative artificial intelligence GenAI-powered document processing, the system extracts data from sales order documents regardless of layout to validate and flag discrepancies. This end-to-end automation turns a time-consuming process into a faster, error-resistant workflow.
Infor Velocity Suite enabled Benchmark Electronics to:
• Automate complex, PDF-based order processing across 250 customers with different order document layouts
• Reduce manual effort and costly errors with GenAI-driven validation
• Spark company-wide demand for new automation initiatives
Get more information and connect with an Infor Business Development Representative: https://bit.ly/4oUYPAg
View more Infor customer stories here: https://bit.ly/42jgnh6
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How to Leverage the Power of OCR with IDP
This webinar serves as a course on the basics of IDP and using LLM's as the backbone for OCR.
In this session, we'll show you how to create a document-processor flow for invoice processing, and how IDP can be leveraged for wide array of use cases. We will also showcase IDP's new features, like model versions, that make configuring and editing flows easier than ever before.
#Developer #Infor
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Meet the Winners of the 2025 Infor Community Hackathon
Since June, our customers, partners, and Infor employees from around the world have been creating cutting-edge solutions with the Infor Industry Cloud Platform. This video shows Infor Leadership announcing the hackathon winners at the awards ceremony during Infor TechX in Orlando, Florida.
Join the conversation and see our upcoming developer events in the Infor Community: https://community.infor.com/categories/developer
Visit our Developer Portal for tutorials and best practices: https://developer.infor.com/
Get monthly updates on developing with Infor in our newsletter: https://developer.infor.com/hub/newsletter
Click here to see all hackathon finalists and their project demos: https://community.infor.com/categories/hackathon
#Infor #InforOS #InforCommunityHackathon2025 #TechX2025
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Financial Planning & Analysis with Infor EPM Excel Integration
Unlock the power of Infor EPM Excel integration. In this tutorial, we show how to connect Excel with Infor EPM for faster reporting, smarter analysis, and more efficient financial planning. Learn how to set up the Excel add-in, build dynamic reports, and apply best practices to streamline your budgeting, forecasting, and performance management processes—all within the familiar Excel environment.
Your next steps:
Join the conversation in our Developer Community: https://bit.ly/4dK2taQ
Sign up for our Developer Newsletter: https://bit.ly/3VjHd5q
Visit https://bit.ly/3CWrXoB for more tutorials, documentation, and best practices.
Follow us for the latest innovation updates.
#Developer #Infor #FinancialPlan