SoftTech AI Registry
Workday · Workday AI

BP Optimize Agent

Analyses completed Workday business process execution data, identifies performance trends, anomalies, bottlenecks and root causes, compares performance against eligible peer benchmarks, and dynamically generates tailored optimisation recommendations and step-by-step guidance for administrators. It is not documented as modifying the business process configuration it analyses.

Recorded characteristics

Function
Workday documents the BP Optimize Agent as an AI-powered assistant that helps administrators improve the efficiency, effectiveness and overall performance of business processes within Workday. It provides the Process Improvement skill, which analyses business process data, visualises metrics (time to completion, send backs, average/maximum/minimum/p50/p95), compares performance with peer benchmark data, surfaces Benchmarking Insights, observes anomalous trends, identifies anomalies and root causes with percentage step-level contribution, and dynamically generates tailored optimisation recommendations in real time (up to one minute) with Learn More reference links. Administrators can also ask natural-language questions through the Workday agent chat bubble.
Data access
Workday states the agent uses the execution details of configured business processes and their corresponding steps to analyse execution times and identify anomalous patterns, tenant-specific execution data to generate aggregated averages for benchmarking, and proprietary system data to determine benchmark groups and data. It excludes data from EIBs, web services, integration loads and transactions that immediately completed (duration = 0), and considers only actual business process transactions that occur within the Workday application. It considers only completed events with a status of Successfully Completed, Rescinded, Canceled or Process Terminated, excludes in-progress events, and excludes any step configured after the Completion step. Business process event data is evaluated using a rolling 18-month retention window; insights and recommendations outside that window are automatically excluded. Workday does not document the agent reading transaction payload or business object content.
Actions
Generative only
External actions
Unknown
Human confirmation
Not established
Permission basis
Not established
Administrative control
Administrators register, configure and activate the agent through the Agent Management Hub in the Agent System of Record. Configuration requires selecting a Lookback Period and Product Lines; the lookback period cannot be changed after submission, while product lines can be changed with the Reconfigure BP Optimize Agent task, taking effect on the first day of the next month. The Process Improvement skill is made available with a status toggle, and an Available To prompt selects security groups (Business Process Administrator domain, or the BP Optimize Agent domain if customised); those groups must also hold permissions to the domains or business process security policies securing the agent. The View Security for Agent Skill report assists configuration. Model business processes are included in the Platform and Product Extensions product line, and a shared business process only requires one associated product line to be selected. When Workday adds a new business process type to an existing product line, or product line associations change, the agent does not automatically apply those changes to an existing configuration. The agent must be registered and activated in production before sandbox use, with up to 24 hours for processing. Deactivation purges tenanted data, ASOR agent configurations and recommendations after 21 days; reactivation within 21 days restores settings, after 21 days requires a new setup. An optional ML Data Contribution feature labelled BP Optimize Agent, enabled by default for UMSA customers and manually opt-out, grants Workday access to agent traces generated from user prompts within the Workday agent chat.
Default state
Disabled
Availability
Workday states tenant eligibility requires the tenant to be in the US, EU or limited UK-based regions and to average fewer than 2 million transactions per month. The agent is not available to customers with UK-based tenants subject to strict data processing requirements preventing Workday from processing customer data outside the UK. It can be used in production and sandbox tenants, with production activation required first. Language support is currently limited to English; if a user language is set to French, for example, the agent defaults to English. After activation, data ingestion can take up to 48 hours, and subsequent ingestion occurs automatically on the first day of each month.
Licensing
Workday states that for UMSA organisations the feature is automatically available subject to setup, and that MSA organisations must opt in to UMSA and enable the feature through Innovation Services. UMSA is required for non-production and production tenants for Workday-Built agents. Workday states that use of agents impacts Flex Credits, that activation and ongoing monthly ingestion consume Flex Credits, that reconfiguring the agent as a new setup after a purge consumes Flex Credits, and that a Flex Credit Estimator displays estimated initial and recurring consumption. Sandbox configuration displays estimates but is not charged. No pricing is documented here.
External model or provider
Not established
Limitations and uncertainty
Workday does not identify the model or provider used by the BP Optimize Agent; it states only that the agent language model uses the Workday Administrator Guide, Workday Community and other expert Workday knowledge sources. Workday does not document the agent modifying business process definitions, steps, approval chains, routing, security or configuration; the documented chain is analysis, recommendation, administrator review, administrator implementation, with the explicit instruction to always review and verify AI-generated insights and recommendations before making configuration changes. Runtime data-access identity is not established for this agent specifically: the documented Modify permissions on the Business Process Administration or BP Optimize Agent domains, and the Available To security groups, govern which users may use the agent rather than the agent runtime identity, and Workday does not state that this agent uses the By User or On Behalf Of User execution modes of the general agent security framework. Whether BP Optimize Agent activity appears in the AI agent user audit trail is not established. PII is documented as displayed only for Created By and Last Modified By users in the dashboard and the Overview section of the Trends and Anomalies page; this describes display, not the full scope of data processed. Benchmark data is only generated when a minimum number of customers meet defined criteria, and Workday states individual company benchmarking data cannot be identified by other customers. Trend insights are limited to events initiated and completed within the selected period, and the Trends section shows recommendations only when performance trends slower. No external execution is documented, but Workday does not affirmatively state that no external action occurs.

Evidence