Create a New Agent

Overview

Before you begin

• You need access to Config.
• Your organization must have the Special Agents feature enabled.

Steps

1. Click Config.
2. Click Intelligence.
3. Click Special Agents.
4. Click New Agent.
5. Enter the agent name at the top of the page.
6. Enter instructions in Mission briefing.
7. Turn on the activation options you want in Activation Protocols.
8. Select the skills you want in Skills.
9. Select the knowledge documents you want in Intel Access.
10. Click Save Agent.

Troubleshooting

• If Save Agent does not keep your changes, then refresh the page and save again.
• If you do not see any documents in Intel Access, then add documents in Knowledge Base first.