Agent Editor

The Agent editor lets you create agents to deliver personalized and actionable content to users. It also lets you view a summary of the current settings of agents.

The Agent editor contains the following tabs:

  • General — Lets you specify the priority of the content that an agent is to deliver and how to generate the delivery content (that is, what user to run the query as).

  • Schedule — Lets you specify whether the agent is to be run based on a schedule, how often it runs, and when its running is to start and end.

  • Condition — Lets you specify whether an agent always delivers its content and executes its actions, or conditionally delivers its content and executes its actions.

  • Delivery Content — Lets you specify the content to deliver with an agent, such as a dashboard page or a saved analysis.

  • Recipients — Lets you specify who is to receive the delivery content of the agent and who is allowed to subscribe to the agent.

  • Destinations — Lets you specify where the content is to be delivered.

  • Actions — Lets you specify one or more actions to execute when an agent finishes.

You access the Agent editor when you create or edit an agent.