--- schema_version: "1" id: 479ba39566080d02e014d24f322b851ac57681ce31a0aa276c8e495093b1bdd9 title: Using the MuleSoft Agent collection: mulesoft version: current locale: en-us portal_url: https://docs.salesforce.com/mulesoft/current/en-us/general/exp-ai-assistant-use.md canonical_url: https://docs.mulesoft.com/general/exp-ai-assistant-use source_site: docs.mulesoft.com content_type: documentation content_hash: 3cd83bdf391b199c837759742df2c58b76182097cc61dd277d68ccfb6d7d31b4 description: MuleSoft Documentation Site latest: true --- --- product: Getting Started keywords: mulesoft agent, ai assistant, anypoint platform, integration automation, ask questions, ai-powered assistant --- # Using the MuleSoft Agent > For the full documentation index, see: https://docs.mulesoft.com/llms.txt The enhanced experience includes an AI assistant called MuleSoft Agent that helps you navigate, search, and manage your portfolio through natural language conversations. Access the assistant from any page to get guidance, perform tasks, and discover features without navigating through menus. ## Before You Begin > [!IMPORTANT] The MuleSoft Agent is available on request. To get access, contact your account > executive or MuleSoft representative to request enablement. Before getting started, make sure you have: - An Anypoint Platform account with access to the enhanced experience. - Generative AI enabled in your Anypoint Platform and Salesforce organizations by your administrator. See [Enabling or Disabling Generative AI for Anypoint Platform](https://docs.mulesoft.com/access-management/enabling-generative-ai). - The **MuleSoft Agent AI User** permission assigned to each user who needs to send prompts to the agent. For more information, see [Enhanced Experience Permissions](https://docs.mulesoft.com/general/exp-home-start#permissions). To assign the **MuleSoft Agent AI User** permission across business groups: 1. Log in to Anypoint Platform and open **Access Management**. 2. Select the business group where you want to assign the permission. 3. Find the user and assign the **MuleSoft Agent AI User** permission. 4. Repeat for each business group that requires access. ## MuleSoft Agent Capabilities The AI assistant provides context-aware help based on where you are in the enhanced experience: Portfolio Management - Search for agents, APIs, MCP servers, Model proxies, and gateways. - Get details about specific services. - Find services by capability or description. - Register new services with guided workflows. - Create and manage instances. Governance - Create and manage governance strategies. - Review conformance reports. - Apply policies to services and instances. - Check compliance status. - Configure automated policies. Monitoring and Observability - Review performance metrics for services. - Analyze error rates and latency trends. - Check service health and availability. - Set up alerts and notifications. - View monitoring dashboards. Cost Management - Review token usage and spending. - Identify cost optimization opportunities. - Analyze usage patterns. - Get recommendations for reducing costs. - Apply cost control policies. Navigation and Discovery - Navigate to specific pages and catalogs. - Find features and capabilities. - Get step-by-step guidance for tasks. - Learn about enhanced experience features. Platform Configuration - Connect and manage providers. - Configure scanners for service discovery. - Set up integrations (Slack, Claude Desktop). - Manage business group settings. Customer Support - Search official MuleSoft documentation for product and configuration guidance. - Look up known issues, root causes, and available workarounds. - Find relevant Knowledge Articles for troubleshooting and error messages. - Get help from a human agent when the assistant can’t answer your question or when you ask to escalate. Human Agent Escalation The assistant hands off to a human support agent when it can’t answer your question, or when you ask directly—for example, "talk to support," "I need to speak to someone," or "escalate this." When a handoff happens, the assistant gives you a summary of your conversation to copy into a support case, along with a link to open one at [help.salesforce.com](https://help.salesforce.com). The assistant doesn’t create a support case for you automatically—you still submit it yourself. This capability is currently available only through the AI assistant panel in the enhanced experience. ## Access the MuleSoft Agent Once enabled as described in [Before You Begin](#before-you-begin), open the assistant from the panel available on any page in the enhanced experience. The MuleSoft Agent uses your Access Management permissions and can only perform actions you’re authorized to do. Tasks like creating governance strategies or managing services require specific permissions. For more information, see [Enhanced Experience Permissions](https://docs.mulesoft.com/general/exp-home-start#permissions). ## Ask Questions Ask the AI assistant questions in natural language. The assistant understands context from the page you’re on and provides relevant answers. ### Example Portfolio Questions ```text Show me all agents in production ``` ```text Which APIs have governance violations? ``` ```text Find MCP servers that expose payment tools ``` ```text What instances are deployed to the staging gateway? ``` ### Example Governance Questions ```text What governance strategies are active? ``` ```text How do I create a new governance strategy? ``` ```text Show me all services with security violations ``` ```text Which policies are applied to my API instance? ``` ### Example Monitoring Questions ```text What's the error rate for my agent today? ``` ```text Show me latency trends for the last week ``` ```text Which services have the highest token usage? ``` ```text Are there any service health alerts? ``` ### Example Cost Questions ```text What's my total token spend this month? ``` ```text Which agents are using the most tokens? ``` ```text How can I reduce costs for my Model proxies? ``` ```text Show me cost trends over time ``` ### Example Navigation Questions ```text How do I register a new API? ``` ```text Show me the governance strategies page ``` ```text Take me to monitoring for my agent ``` ```text Where do I configure scanners? ``` ### Example Customer Support Questions ```text How do I configure OAuth 2.0 in Mule 4? ``` ```text Are there known issues with CloudHub 2.0 deployments? ``` ```text What does a MULE:CONNECTIVITY error mean? ``` ```text Can I talk to a support agent? ``` ## Use Suggestions After the AI assistant responds, it might show suggestion chips with related follow-up actions you can take. If you don’t see any suggestions, ask the assistant to suggest actions. 1. Review the suggestion chips below the assistant’s response. 2. Select a chip to ask that follow-up question or perform that action. 3. The assistant executes the suggestion and shows the results. Suggestions are context-aware and change based on: - The page you’re currently viewing - The question you just asked - The services and features available to you - Common next steps for your current task > [!TIP] Suggestions help you discover related capabilities and complete multistep workflows more > efficiently. ## Perform Actions with Confirmation The AI assistant can perform actions on your behalf with your confirmation. When the assistant proposes an action that modifies data or navigates to a new page, it shows a confirmation prompt. ### Navigation Actions When the assistant wants to navigate you to a different page: 1. The assistant shows a confirmation banner with the navigation target. 2. Review where the assistant wants to take you. 3. Confirm to proceed. ### Data Modification Actions When the assistant wants to create, update, or delete services or configurations: 1. The assistant shows a confirmation banner with details of the proposed action. 2. Review what the assistant will do. 3. Select **Confirm** to execute the action, or **Cancel** to reject it. If you confirm, the assistant performs the action and shows the results. Examples of actions that require confirmation: - Creating new services (agents, APIs, MCP servers) - Applying or removing policies - Creating or modifying governance strategies - Running or deleting scanners - Creating or deleting alerts - Updating service configurations > [!IMPORTANT] Always review confirmation prompts carefully before approving actions. This tool uses > generative AI, which can produce inaccurate or harmful responses and actions. ### Form Assistance When you have a form open (such as creating an instance or configuring a policy), the assistant can help fill in fields: 1. Ask the assistant for help with the form (for example, "Fill in the instance details for my production API"). 2. The assistant proposes changes to specific form fields. A confirmation banner shows which fields will be updated and with what values. 3. Review the proposed changes. 4. Select **Confirm** to apply the changes to the form, or **Cancel** to reject them. If you confirm, the form fields update, but the form itself isn’t submitted—you still need to review and submit the form manually. ## Get Guided Workflows Ask the AI assistant to guide you through complex tasks: ```text How do I create a governance strategy for my APIs? ``` ```text Walk me through registering a new agent ``` ```text Help me set up monitoring for my MCP server ``` ```text Guide me through connecting a provider ``` The assistant provides step-by-step instructions and can perform actions at each step with your confirmation. ## Best Practices Follow these practices for effective interactions with the AI assistant: Be Specific Instead of "Show me APIs," try "Show me production APIs with governance violations." Provide Context If asking about a specific service, mention its name: "What’s the error rate for Payment Processing API?" Use Follow-Up Questions Build on previous responses with follow-up questions like "Show me more details" or "Apply a rate limit policy to that instance." Review Confirmations Always review confirmation prompts carefully before approving actions. Use Suggestions Explore the suggestion chips to discover related capabilities and next steps. Ask for Help If you’re unsure how to do something, ask: "How do I…​" or "Show me how to…​" Correct Mistakes If the assistant misunderstands, clarify: "No, I meant the staging environment, not production." ## Limitations Be aware of these limitations when using the AI assistant: - The assistant can’t perform actions outside the enhanced experience or access external systems directly. - Some actions require specific permissions. If you don’t have permission, the assistant informs you but can’t grant permissions. - The assistant works with data available in the enhanced experience. For services not yet registered in your portfolio, the assistant has limited information. - Complex multistep workflows may require you to confirm each step individually. - The assistant can’t modify Access Management permissions or subscription tiers. ## Privacy and Security The AI assistant operates within your organization’s security and privacy controls: - All interactions respect your Access Management permissions. - The assistant only accesses data you have permission to view. - Conversations are associated with your user session and aren’t shared with other users. - The assistant doesn’t store sensitive data like API keys or credentials in conversation history. - All actions performed by the assistant are logged and auditable. ## See Also - [Troubleshoot the MuleSoft Agent](https://docs.mulesoft.com/general/exp-ai-assistant-troubleshoot) - [Get Started with the Enhanced Experience](https://docs.mulesoft.com/general/exp-home-start) - [Enhanced MuleSoft Experience Overview](https://docs.mulesoft.com/general/exp-overview) - [View Your Portfolio Overview](https://docs.mulesoft.com/general/exp-portfolio-overview) - [Monitoring Services in Your Portfolio](https://docs.mulesoft.com/general/exp-services-monitoring) - [Working with Governance Strategies](https://docs.mulesoft.com/general/exp-governance-work-with-strategies)