Welcome to watsonx Orchestrate

To give you the best experience, please select your primary role. We'll tailor the interface, guidance, and features to match your needs.

Don't worry - you can switch roles anytime or work in multiple roles.

⚙️
Admin
I manage the platform and enable teams
You'll focus on:
  • Managing connections
  • Configuring models
  • Platform analytics
  • User access control
🔨
Builder
I design and build AI agents
You'll focus on:
  • Creating agents
  • Using templates
  • Testing agents
  • Deploying to production
💡
Subject Matter Expert
I provide expertise and validate agents
You'll focus on:
  • Testing accuracy
  • Providing knowledge
  • Reviewing responses
  • Suggesting improvements

Need help understanding roles? Learn about each role

Let's find your best role

Answer 3 quick questions to help us recommend the right role for you.

1. What will you primarily do in watsonx Orchestrate?

We recommend:

Remember
You can always switch roles later or work in multiple roles. This is just your starting point.
🔨 Builder

Welcome! Let's build your first agent

Choose the path that works best for you

Create Agent from Template
Best for first time
Start with proven Client Zero patterns: Ask HR, Ask IT, or Ask Procurement
⏱️ 10-15 min 📊 Beginner 🎯 Client Zero
Choose Template →
Take Product Tour First
5-minute walkthrough of the platform and agent builder
⏱️ 5 min 📊 All levels
Start Tour →
Explore Agent Catalog
See what's possible with 300+ example agents
⏱️ 2-5 min 🔍 Discovery
Browse Catalog →
Build from Scratch
Create a custom agent with full control (advanced)
⏱️ 30-45 min 📊 Advanced
Start Building →
💡 Need connections?
Work with your admin to set up ServiceNow, Salesforce, or SAP credentials before building agents that need them.
⚙️ Admin

Platform Setup

Before your team can build agents, let's set up the essentials

Setup Checklist
☐
Step 1: Add your first connection
Connect to ServiceNow, Salesforce, SAP, or other enterprise systems
⏱️ 5-10 min | Start Setup →
☐
Step 2: Configure AI models
Add models and set usage policies for your organization
⏱️ 10-15 min | Configure Models →
☐
Step 3: Invite team members
Add users and assign roles (Admin, Builder, SME)
⏱️ 5 min | Invite Users →
Explore Platform First
Take a tour to understand platform capabilities before setup
⏱️ 5-10 min
Start Tour →
View Documentation
Learn about connections, models, and best practices
📚 Reference
Read Docs →
💡 Subject Matter Expert

Your Review Queue

Help improve agents with your domain expertise

📋
No agents assigned yet
We'll notify you when agents are ready for your review.
In the meantime, here's what you can do:
Explore Sample Agents
Recommended
See examples of what you'll be reviewing and testing
⏱️ 5-10 min 🔍 Discovery
View Examples →
Learn Review Best Practices
Quick guide to effective agent validation and feedback
⏱️ 10 min 📚 Training
Start Learning →
Connect with Builders
See who's building agents in your domain
⏱️ 2 min 👥 Collaboration
View Team →
💡 What happens next?
When builders create agents that need your expertise, they'll assign them to you for review. You'll receive notifications and see them in your queue.
👋
Welcome to watsonx Orchestrate
You can explore the platform and select your role anytime from your profile settings.
💡 Tip
Selecting a role helps us personalize your experience and show you the most relevant features. You can do this anytime from the profile menu.
Explore Agent Catalog
Browse 300+ pre-built agents to see what's possible
Browse Catalog →
Take Product Tour
5-minute walkthrough of platform capabilities
Start Tour →
View Documentation
Learn about agents, tools, and best practices
Read Docs →