Setting up SAML-based SSO for Okta and AI agents - Advanced

Setting up Okta Single Sign-On (SSO) in the AI agents - Advanced Dashboard is quick and easy. If you are an admin in both Okta and AI agents - Advanced, the whole process can be done in less than five minutes.

This article walks you through all the steps needed to start signing in securely with Okta. Here are the steps:

Step 1: Select SSO provider in Dashboard

Go to User Management > Organization Management in the AI agents - Advanced Dashboard

Click Advanced, you'll see the fields below:

SSO Provider dropdown - select Okta

Callback URL - needed in your Okta account for app integration configuration in Step 4.3.a

Entity ID - needed in your Okta account for app integration configuration in Step 4.3.b

SSO URL - needs to be obtained from Okta in Step 5

Certificate - needs to be obtained from Okta in Step 5

Step 2: Log in to Okta as admin

In a separate tab in your browser, log in to Okta. Your URL should look similar to this: https://YOURSUBDOMAIN.okta.com/admin/getting-started

Step 3: Create app integration in Okta

Here you first need to create an app integration for AI agents - Advanced, then configure the settings of that app integration.

Create an app integration

Go to Applications from the left side navigation

Click Create App Integration and a window will pop up

In the pop-up window, select SAML 2.0

Click Next

Step 4: Configure the app integration in Okta

In General Settings

App name: AI agents - Advanced

App logo: skip

App visibility: as you prefer

Click Next

In Configure SAML
a. Single Sign on URL - Copy Callback URL from the dashboard (see Step 1)
b. Audience URI (SP Entity ID) - Copy Entity ID from the dashboard (see Step 1)
c. Name ID format - Select EmailAddress
d. Application username - Select Email

Other fields can remain unchanged

Click Next

Step 5: Assign Users / Groups to the new Application in Okta

Now the the app has been created, users or groups that require access to the AI agents - Advanced Dashboard need to be added to this application.

To do this:

Open the application you just created in the last step.

Go to the Assignments tab, then click Assign and select Assign to People or Assign to Group based on your preference

Go to the Sign On tab and click View Setup Instructions. You will see Identity Provider Single Sign-On URL and X.509 Certificate needed for the next step.

Step 6: Fetch information from Okta to AI agents - Advanced

You are almost there. What's left to do now is simply copy and paste information from Okta to the AI agents - Advanced Dashboard, to connect the two platforms.

In your browser, go back to the tab where the AI agents - Advanced Dashboard is:

Go to User Management > Organization Management

Click Advanced, you'll see the fields below:

SSO URL - Copy and paste the Identity Provider Single Sign-On URL here (found in Step 5)

Certificate - Copy and paste the X.509 Certificate here (found in Step 5)

Click Test SSO Authentication

This would redirect you to your Okta account then back to the Dashboard

Verified should appear next to SSO Authentication in the AI agents - Advanced Dashboard

If you don't see the Verified label, check the steps before this and try again. This step is mandatory before SSO can be enabled

Step 7: Enable SSO

T oggle on Enable SSO

To test it, go to https://dashboard.Ultimate/signin

Insert your email

You should be logged in to the AI agents - Advanced Dashboard automatically

You might be redirect to Okta to authenticate if you're not logged in there already