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Building Resources and ID Providers

Resources and ID providers both carry a lot of configuration detail that is easy to get subtly wrong. Each has its own AI Assistant, built into the drawer where you create or edit them.

Neither is available in the chat panel. The assistant lives in the drawer, alongside the fields it is filling in.

Build a resource

Where: Library > Manage Artifacts > Resources > create or edit > AI Assistant

  1. Open Library > Manage Artifacts and select the Resources tab.
  2. Create a new resource, or open an existing one for editing.
  3. Select AI Assistant in the drawer.
  4. Describe the connection you need.
  5. Review the proposed configuration before saving.

The assistant appears only while you are creating or editing. It is not available when you are just viewing a resource.

Build an ID provider

Where: Library > Manage Artifacts > ID Providers > create or edit > AI Assistant

  1. Open Library > Manage Artifacts and select the ID Providers tab.
  2. Create a new ID provider, or open an existing one for editing.
  3. Select AI Assistant in the drawer.
  4. Describe the authentication you need.
  5. Review the proposed configuration before saving.
note

The ID Providers tab is not available in every workspace. If you do not see it, contact your organization administrator.

How the two fit together

A resource says where to connect and how to talk to a system. An ID provider says how to prove who you are to it. Where a resource needs authentication that an ID provider supplies, build the ID provider first so the resource can point at it.

Describe what you need well

TipWhy it helps
Name the systemConfiguration differs sharply between systems, even for the same protocol
State the authentication methodIt determines which fields need filling in at all
Say which environment it is forTest and live endpoints are rarely the same
Review before savingConnection details are easy to get subtly wrong and awkward to debug later
warning

Do not enter passwords, keys, or tokens in a prompt. Store them as secret variables and reference them from the configuration.

How you know it worked

The proposed configuration appears in the drawer's fields for you to review. Nothing is stored until you save.

Next steps