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Quick Start with an AI Assistant

Connect Claude or SAP Joule Work Desktop, sign in, ask what you can do, search, preview a change, confirm it and ask what happened.

Draft brief for authors. Replace with the final text; keep the structure.

Page type: Tutorial · Audience: Business user who works through an assistant

Contains

  • Connect one client (Claude or Joule Work Desktop as the example) and sign in.
  • Ask: "What can you do in MDM?" · "Find equipment in plant 1010 with description Pump" · "Preview what changing the planner group to 100 would do for these records" · confirm · "What happened to Task …?".
  • What a confirmation looks like and why the assistant asks.

Related information: what-assistants-can-do, connecting-your-assistant, safe-use-with-assistants, prompt-library.

Source in the product repository: docs/joule-integration.md, docs/headless-api.md §10.

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