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1 change: 1 addition & 0 deletions engage-box/roi_reporting/agent/Dashboard Viz/agent.yml
Original file line number Diff line number Diff line change
Expand Up @@ -2,6 +2,7 @@ name: Dashboard Viz
model: claude-4.5-sonnet
temperature: 0
max_tool_iterations: 4
prompt_file: prompt.md

outputs:
- name: renderReactApp
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38 changes: 36 additions & 2 deletions engage-box/roi_reporting/agent/README.md
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Expand Up @@ -217,9 +217,43 @@ Create dashboard with following conditions:
- **Total Revenue** is shown when BOTH direct and contributed revenue exist
- Otherwise, only Direct and/or Contributed Revenue are shown separately

## Advanced: Manual Configuration
## Advanced: Manual Configuration via UI

If you prefer manual setup via UI or LLM API instead of `tdx agent push`, use the legacy setup flow described by your internal Treasure Data setup guidance or contact your Treasure Data account team.
If you prefer to set up via the Agent Foundry UI instead of `tdx agent push`, follow these steps using the files in this repository as reference:

### 1. Create Project

Navigate to Agent Foundry in the TD Console and create a new project named "ROI Reporting Agent".

### 2. Create Knowledge Bases

**Database KB:**
- Type: Database
- Name: `engage_roi_reporting`
- Database: `engage_roi_reporting`
- Reference: `knowledge_bases/engage_roi_reporting.yml`

**Text KBs** (create two):
- Type: Text
- Name: `OverallSummary_Spec` — copy content from `knowledge_bases/OverallSummary_Spec.md`
- Name: `CampaignDetails_Spec` — copy content from `knowledge_bases/CampaignDetails_Spec.md`

### 3. Create Agent

- Name: `Dashboard Viz`
- Model: `claude-4.5-sonnet`
- Temperature: `0`
- Max Tool Iterations: `4`
- System Prompt: copy content from `Dashboard Viz/prompt.md`
- Tools and Outputs: configure as defined in `Dashboard Viz/agent.yml`

### 4. Create Form Interfaces

Create two form interfaces using the definitions in:
- `form_interfaces/Overall Summary.yml`
- `form_interfaces/Campaign Details.yml`

Each file contains `form_schema` (JSON Schema) and `ui_schema` (UI rendering hints) to copy into the respective UI fields.

## License

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38 changes: 36 additions & 2 deletions engage-box/roi_reporting/agent/README_JA.md
Original file line number Diff line number Diff line change
Expand Up @@ -217,9 +217,43 @@ Create dashboard with following conditions:
- **Total Revenue**は、DirectとContributed Revenueの両方が存在する場合に表示
- それ以外の場合は、DirectまたはContributed Revenueのみが個別に表示

## 上級: 手動設定
## 上級: UIによる手動設定

UIやLLM API経由での手動セットアップを希望する場合は、英語版READMEの該当セクションを参照してください。
`tdx agent push` の代わりに Agent Foundry UIでセットアップしたい場合は、このリポジトリのファイルをリファレンスとして以下の手順に従ってください:

### 1. プロジェクト作成

TD ConsoleのAgent Foundryで「ROI Reporting Agent」という名前の新しいプロジェクトを作成します。

### 2. ナレッジベースの作成

**Database KB:**
- タイプ: Database
- 名前: `engage_roi_reporting`
- データベース: `engage_roi_reporting`
- リファレンス: `knowledge_bases/engage_roi_reporting.yml`

**Text KB** (2つ作成):
- タイプ: Text
- 名前: `OverallSummary_Spec` — `knowledge_bases/OverallSummary_Spec.md` の内容をコピー
- 名前: `CampaignDetails_Spec` — `knowledge_bases/CampaignDetails_Spec.md` の内容をコピー

### 3. エージェントの作成

- 名前: `Dashboard Viz`
- モデル: `claude-4.5-sonnet`
- Temperature: `0`
- Max Tool Iterations: `4`
- システムプロンプト: `Dashboard Viz/prompt.md` の内容をコピー
- ツールと出力: `Dashboard Viz/agent.yml` に定義された内容を設定

### 4. フォームインターフェースの作成

以下の定義ファイルを使用してフォームインターフェースを2つ作成:
- `form_interfaces/Overall Summary.yml`
- `form_interfaces/Campaign Details.yml`

各ファイルには `form_schema`(JSON Schema)と `ui_schema`(UI表示ヒント)が含まれているので、それぞれUIのフィールドにコピーしてください。

## ライセンス

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166 changes: 0 additions & 166 deletions engage-box/roi_reporting/agent/knowledge_base_campaign_details.md

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