# Getting Started with Agentic Fabric

SailPoint Agentic Fabric provides org admins with a fully interactive, preference-driven Onboarding experience allowing for a smooth adoption plan. You can return to unfinished steps or skip ahead; non-linear navigation means you work in whatever order fits. Select your systems, follow the steps, and move from first sign-on to activation.

SailPoint Agentic Fabric provides org admins with a fully interactive, preference-driven Onboarding experience allowing for a smooth adoption plan. You can return to unfinished steps or skip ahead; non-linear navigation means you work in whatever order fits. Select your systems, follow the steps, and move from first sign-on to completion:

- **Connect**

Connect your identity provider to enable Agentic Fabric to detect human identities from endpoints and correlate them to the AI agents they own. This enables automatic user-to-agent mapping during discovery.

Deploy endpoint agents to monitor AI on your devices and browser extensions to monitor web applications.

Configure your organization's cloud platforms as sources to discover agents.

- **Install AI Plugins**

Select the AI tools your organization uses so Agentic Fabric can audit agent tool calls and protect prompts.

- **Integrate**

Connect your EDR or SIEM platform to enable AI agent discovery and monitoring. Agentic Fabric will auto-discover available data sources.

- **Sanction**

Determine the business apps that are sanctioned for use by your organization so agents inherit sanctioned or unsanctioned status.

- **Review Setup**
  
    Confirm the connections you've configured before going to the Agentic Overview page in Agentic Fabric.

Ensure you have completed initial setup within SailPoint Human Fabric before beginning. Refer to [Getting Started in SailPoint Human Fabric](https://documentation.sailpoint.com/saas/help/getting_started/index.html) for more information.

**To get started with Agentic Fabric:**

1. Select **Agentic Fabric** to open the Getting Started page.

2. Select the [identity provider](identity_provider.md) your organization uses.

3. Select the sensors you want to deploy. You can deploy both the [endpoint agent](sensors/endpoint_sensor.md) and [browser extension](sensors/browser_sensor/index.md).

4. Select the AI tools your organization uses. Refer to [Installing AI Plugins](ai_plugins/index.md).

5. Select the [sources](../../sources/index.md) your organization uses. You can onboard the source yourself or [assign the task](#assigning-onboarding-tasks) to another user.

6. Select the Endpoint Detection and Response (EDR) and Security Information and Event Management (SIEM) [platforms](siem_connection.md) your organization uses.

7. Review [business apps](sanction_apps.md) and mark which are sanctioned for use by your organization.

8. Select **Continue** to configure your selected connections.

## Assigning Onboarding Tasks

During onboarding, you can delegate onboarding tasks to the colleagues responsible for specific sources. You can assign the tasks to these users and track their progress. The assignee can only view and manage the sources they have been assigned. They cannot perform other administrative tasks like IdP configuration.

1. Go to the Getting Started step of the Agentic Fabric onboarding experience.

2. Find the source you want to assign to another user.

3. Select **Assign** on the source's card.

4. In the **Assign Setup Tasks** card, select the assignee from the **Assign to** dropdown list. You can clear your selections by selecting **Clear selection**.

5. Select **Assign** to assign the task.

The user will receive an email notification that they have been assigned a source to onboard.

### Tracking Onboarding Tasks

After you've delegated tasks to users, you can check their status from your MySailPoint dashboard.

1. Go to your dashboard.

2. In the **Complete Your Setup** tile, select **Onboarding Status**.

In the **Complete your tenant** setup window, you can review the number of assigned sources, their statuses, and assignees. If an assignee is going to be out or is unable to complete the task, you can reassign the task to another user.

### Reassigning Onboarding Tasks

You can reassign an onboarding task if the current assignee is unable to complete the work.

1. Go to your dashboard.

2. In the **Complete Your Setup** tile, select **Onboarding Status**.

3. Find the source that requires reassignment and select **Reassign**.

4. In the **Reassign Setup Task** window, select the new assignee from the **Assign** to dropdown list.

5. Select **Reassign** to reassign the task.

!!! note
    Alternatively, you can also reassign an onboarding task from the Getting Started page.

The new assignee will receive an email notification about the assignment.

## Completing Onboarding Tasks

When you are assigned a task, you'll receive an email notification with information about the assignment. You can access the task from your email or from your MySailPoint dashboard.

1. Go to your dashboard.

2. In the **Complete Your Setup** tile, select **Onboarding Status**.

3. Review your current tasks and select **Continue Setup**.

!!! notes

- Alternatively, you can also onboard assigned sources from the SailPoint Human Fabric [sources](../../sources/index.md) page.
    - Admins can enable and disable the Onboarding Wizard from **Admin > System Settings > Other Features > Onboarding Wizard**.

Getting Started with Agentic Fabric

SailPoint Agentic Fabric provides org admins with a fully interactive, preference-driven Onboarding experience allowing for a smooth adoption plan. You can return to unfinished steps or skip ahead; non-linear navigation means you work in whatever order fits. Select your systems, follow the steps, and move from first sign-on to activation.

SailPoint Agentic Fabric provides org admins with a fully interactive, preference-driven Onboarding experience allowing for a smooth adoption plan. You can return to unfinished steps or skip ahead; non-linear navigation means you work in whatever order fits. Select your systems, follow the steps, and move from first sign-on to completion:

Connect

Connect your identity provider to enable Agentic Fabric to detect human identities from endpoints and correlate them to the AI agents they own. This enables automatic user-to-agent mapping during discovery.

Deploy endpoint agents to monitor AI on your devices and browser extensions to monitor web applications.

Configure your organization's cloud platforms as sources to discover agents.
Install AI Plugins

Select the AI tools your organization uses so Agentic Fabric can audit agent tool calls and protect prompts.
Integrate

Connect your EDR or SIEM platform to enable AI agent discovery and monitoring. Agentic Fabric will auto-discover available data sources.
Sanction

Determine the business apps that are sanctioned for use by your organization so agents inherit sanctioned or unsanctioned status.
Review Setup

Confirm the connections you've configured before going to the Agentic Overview page in Agentic Fabric.

Ensure you have completed initial setup within SailPoint Human Fabric before beginning. Refer to Getting Started in SailPoint Human Fabric for more information.

To get started with Agentic Fabric:

Select Agentic Fabric to open the Getting Started page.
Select the identity provider your organization uses.
Select the sensors you want to deploy. You can deploy both the endpoint agent and browser extension.
Select the AI tools your organization uses. Refer to Installing AI Plugins.
Select the sources your organization uses. You can onboard the source yourself or assign the task to another user.
Select the Endpoint Detection and Response (EDR) and Security Information and Event Management (SIEM) platforms your organization uses.
Review business apps and mark which are sanctioned for use by your organization.
Select Continue to configure your selected connections.

Assigning Onboarding Tasks

During onboarding, you can delegate onboarding tasks to the colleagues responsible for specific sources. You can assign the tasks to these users and track their progress. The assignee can only view and manage the sources they have been assigned. They cannot perform other administrative tasks like IdP configuration.

Go to the Getting Started step of the Agentic Fabric onboarding experience.
Find the source you want to assign to another user.
Select Assign on the source's card.
In the Assign Setup Tasks card, select the assignee from the Assign to dropdown list. You can clear your selections by selecting Clear selection.
Select Assign to assign the task.

The user will receive an email notification that they have been assigned a source to onboard.

Tracking Onboarding Tasks

After you've delegated tasks to users, you can check their status from your MySailPoint dashboard.

Go to your dashboard.
In the Complete Your Setup tile, select Onboarding Status.

In the Complete your tenant setup window, you can review the number of assigned sources, their statuses, and assignees. If an assignee is going to be out or is unable to complete the task, you can reassign the task to another user.

Reassigning Onboarding Tasks

You can reassign an onboarding task if the current assignee is unable to complete the work.

Go to your dashboard.
In the Complete Your Setup tile, select Onboarding Status.
Find the source that requires reassignment and select Reassign.
In the Reassign Setup Task window, select the new assignee from the Assign to dropdown list.
Select Reassign to reassign the task.

Note

Alternatively, you can also reassign an onboarding task from the Getting Started page.

The new assignee will receive an email notification about the assignment.

Completing Onboarding Tasks

When you are assigned a task, you'll receive an email notification with information about the assignment. You can access the task from your email or from your MySailPoint dashboard.

Go to your dashboard.
In the Complete Your Setup tile, select Onboarding Status.
Review your current tasks and select Continue Setup.

Notes

Alternatively, you can also onboard assigned sources from the SailPoint Human Fabric sources page.
Admins can enable and disable the Onboarding Wizard from Admin > System Settings > Other Features > Onboarding Wizard.

Documentation Feedback

Feedback is provided as an informational resource only and does not form part of SailPoint’s official product documentation. SailPoint does not warrant or make any guarantees about the feedback (including without limitation as to its accuracy, relevance, or reliability). All feedback is subject to the terms set forth at https://developer.sailpoint.com/discuss/tos.