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Creating and Managing iBots Using the Siebel Delivers Start Page

The Siebel Delivers start page provides access to your personal and shared iBots, and contains links that allow you to perform the following actions:

• Create a new iBot
• Customize your subscriptions to iBots
• Edit your delivery profile
• View your current iBots

NOTE:  What you see in Siebel Delivers depends on the permissions granted to your user ID, so you may not see all of the preceding links on your Siebel Delivers start page.

The start page has two main areas:

• Selection pane. The selection pane is located on the left side of the page. It shows Delivers content saved in the Web Catalog, such as personal and shared iBots.
• Workspace. The workspace is located to the right of the selection pane. It initially shows the iBot links that you can work with to create and manage your iBots.

When you make a selection from the selection pane, such as clicking a saved iBot, your selection appears in the workspace so you can work with it. When you click an iBot link in the workspace, the workspace displays tabs for working with iBots.

For an overview of Siebel Delivers, see Overview of Siebel Delivers.

To work with Delivers content saved in the Web Catalog

1. Locate the item in the selection pane and click it.

   Your selection appears in the workspace, with links to access its properties.

2. To change a property, click its link.

To create a new iBot

1. Click the link Create New iBot.

   The Overview tab appears, with default properties for the iBot.

2. To change a property, click its link.

To customize your iBot subscriptions

• Click the link Customize Subscriptions.

  For complete information, see Customizing Your Siebel Delivers iBot Subscriptions.

To edit your delivery profile

• Click the link Edit Delivery Profile.

  For complete information, see Configuring Your Siebel Delivers Devices and Delivery Profiles.

To show a list of your current iBots

1. Click the link Show Current iBots.

   A list of iBots that are currently acting on your behalf appears.

2. To see the properties for an iBot, click its link.

To return to the Siebel Delivers start page from anywhere within Siebel Analytics

• Click the Delivers link.