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Using SailPoint Harbor Pilot

Harbor Pilot is SailPoint's AI agent that can help you find documentation, explore and manage identity data, build workflows, create access requests, and more in Identity Security Cloud. As Harbor Pilot processes your natural language entries, it also displays the AI's logic and plan for its next actions.

You must enable Harbor Pilot in your tenant. Refer to AI at SailPoint for more information about SailPoint's AI policies.

Harbor Pilot has some limitations and can make mistakes. As SailPoint receives more feedback, Harbor Pilot will continue to evolve.

Enabling Harbor Pilot

You must opt in to use Harbor Pilot. Harbor Pilot can be enabled for both admins and end users.

Enabling Harbor Pilot for Admins

  1. In Identity Security Cloud, select the Harbor Pilot icon .
  2. Review the AI terms.
  3. Select Enable Harbor Pilot to enable Harbor Pilot for admins.
  4. Select Save.

Admins can now use Harbor Pilot to find information, build workflows, query identity data, create access requests, and more. Refer to Tips for Creating Effective Prompts for guidance on getting the greatest benefit from Harbor Pilot.

Enabling Harbor Pilot for Admins and End Users

  1. Go to Admin > Global > System Settings.
  2. Select Feature Settings from the left panel.
  3. Under Feature Settings, select GenAI, and select the checkbox beside Enable Harbor Pilot to verify you agree to SailPoint's AI terms.
  4. Select Enable Harbor Pilot to enable Harbor Pilot for admins.
  5. Select Enable Harbor Pilot for End Users.
  6. Select Save.

Admins can now use Harbor Pilot to find information, build workflows, query identity data, create access requests, and more. End users can use Harbor Pilot to submit access requests and search documentation.

Creating and Managing Access Requests

When you enter a request related to access, Harbor Pilot can help you identify and request the entitlement, access profile, or role that best meets your needs. You can view the results of your access request search and use the checkboxes to choose which items Harbor Pilot should request for you. You can also cancel pending access requests.

If you enabled Harbor Pilot for end users, end users will also be able to use Harbor Pilot to submit and manage access requests.

The details of your request are displayed in the Harbor Pilot chat and in the Request Center.

Note

Harbor Pilot can only create access requests for yourself. To request access for another user, use the Request Center.

Starting New Conversations

To clear your current conversation and start a new session with Harbor Pilot, select the Menu icon in the chat window and choose New Conversation.

Limitations

Harbor Pilot is currently in its early stages, and while it’s already capable of handling important tasks, it’s still learning and evolving. It can make mistakes, so it's important to always review and validate the information it provides.

You can use the and icons to provide instant feedback on Harbor Pilot's responses. SailPoint evaluates that data to refine and improve Harbor Pilot's model.

Some current limitations include:

  • Harbor Pilot is supported and tested for English only.
  • Harbor Pilot can help create new workflows, but will not edit existing workflows.
  • When searching, if an object you searched for isn't found, like identities, Harbor Pilot might return results for different objects like roles or entitlements.

  • Due to limitations in AWS regional support, Harbor Pilot is only available for customers in AWS regions where the AWS Bedrock LLM that SailPoint employs is supported. The following regions are unavailable:

    • FedRamp Gov Cloud: us-gov-west-1
    • South America (São Paulo): sa-east-1
    • Middle East (UAE): me-central-1

If you consistently receive error messages from Harbor Pilot that something wrong happened, you can contact Support for help.

Tips for Creating Effective Prompts

Harbor Pilot understands natural language requests. You can select the Menu icon in the chat window and choose Explore Prompts to view commonly used queries for searching documentation and managing identity data.

To get the best benefits from Harbor Pilot:

  • Refer to Searchable Fields and Building a Search Query when evaluating and refining search queries provided by Harbor Pilot.

  • Refer to Building a Workflow Using Harbor Pilot for guidance on creating and evaluating workflows.

  • Use clear, concise language. Avoid jargon or overly complex wording.

  • Focus the prompt on a specific topic or task.

  • Provide an example of the type of input or response you’re looking for.

  • Use action-oriented language that encourages engagement, such as “Tell me about...” or “Describe...”.

  • Keep prompts short - typically just a sentence or two. Overly lengthy prompts can be confusing.

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.