Manage Digital Agent

View

Log into Apex to view and manage Digital Agents. The well-organized list page significantly enhances visibility and accessibility of all the configured Digital Agents.

To view a configured Digital Agent, perform the following steps:

1. Login to Apex.
2. Click the application group (All, IT) for which you want to configure Digital Agent.
   

   Figure: Select Application Group

   Select the Application (Asset Management, Discovery, Service Management, Service Automation) for which you want to configure Digital Agent.

3. Clickicon from the top panel.
   Figure: Top panel icons
4. Select Platform Studio.
   Figure: Platform Studio Settings
5. From the left panel, click AI/ML > Digital Agent. Refer the sample screenshot shown below:
   Figure: Digital Agent selection
   
   The next screen displays the list of all configured Digital Agents.
   Figure: Digital Agent - list

Filters

You have the provision to apply filters on all of the columns or on an individual column. This functionality allows you to control the exclusion or inclusion of specific data as per your requirement. You can focus on the required data with better analyzation.

To apply filters on all the columns, perform the following steps:

1. Click View to add new filters to the list page. You can also select a View from the already Saved Views.
   Figure: Digital Agent - View
2. Click Add New View to add a new filter. The following pop-up is displayed:
   Figure: Add filter
3. Click Add Filter to add new filters on the list page.
   

You have the provision to add new advanced filters or to use saved view with pre-defined filter conditions.

Advanced Filter

The Advanced filters allows you to define filter conditions at more granular level with additional filter options.

1. Click Add New View. The following pop-up is displayed:
   Figure: Add new view
2. Click icon to add advanced filters. A pop-up appears where you can add new filter sets with conditions to the list page. (Refer the following screenshot)Figure: Add advanced filters
3. Click Add Filter Set to add a new filter to the Digital Agent list page. The following screen appears:
   Figure: Add Filter Set
4. In the Field section select a column from the dropdown menu to which you want to add new filters. (Refer the following screenshot)
   Figure: Advance filter - Field
5. Once you select Field value, the Operator column will populate the corresponding operator values in the dropdown menu. Select the Operator. You can select only one option.
   Figure: Advance filter - Operator
6. Once you select Operator, the Value column will auto-populate the values in a drop down menu as per the selected Operator and column. Refer the below table for different Operators and their corresponding Values:
7. Click Apply to implement the newly set advance filters on the list page. 

The following table describes the fields and description of Advance Filter pop-up.

Field Name	Description
Field	Select the field from the available list of options: ID Name Digital Agent Live Agent
Operator	Specify the operator for selected Field: If you select ID, the operator are - Equal, Not Equal, Greater Than, Less Than, Greater than or equal to, Less than or equal to, Between, Is empty, Is one of, Is not one of, Dynamic. If you select Name, the operator are - Is, Is Not, Is One Of, Is Not One Of, Is Anything, Is Empty, Is Not Empty, Dynamic. If you select Digital Agent or Live Agent, the operator is - Is.
Value	Specify the field value for the selected operator.
	Click Delete icon to delete any filter conditions.
	Click Add icon to add one more row to add filter conditions.
Clear All Filters	Click Clear All to remove all filter conditions.
Cancel	Click Cancel to remove a specific filter condition.
Apply	Click Apply to remove apply a specific filter condition.

The applied filters count is displayed on the top along with filter icon. It will provide a quick reference to the applied filters. A sample screenshot is shown below:Figure: Filters Count

Filters in individual column

You can apply filters on individual columns of ID, Name, Digital Agent, and Live Agent as well per your requirement.

To apply filters on individual columns, perform the following steps:

1. On the list page, click the filter associated with individual column. A sample screenshot is shown below:
   Figure: Filters - Individual Column
   
   
2.  Specify the filter criteria based on your requirement. A sample screenshot is shown below:
   Figure: Filters - popup
   
   
3. Select Match All or Match Any option from the list to filter the data based on the condition selected. Match All option is selected, by default.
   Figure: Filters
   
   
4. In the next field, select the option to compare the data based on the conditions. Available options are as follows:
5. • Starts With
   • Contains
   • Not contains
   • Ends with
   • Equals
   • Not equals
   • Less than
   • Less than or equal to
   • Greater than
   • Greater than or equal to
   • Date is 
   • Date is not
   • Date is before
   • Date is after
   • Active
   • Not Active
     Note

     The following filter options are available for numeric column values:

     • Less than
     • Less than or equal to
     • Greater than
     • Greater than or equal to

     The following filter options are available for date column values:

     • Date is 
     • Date is not
     • Date is before
     • Date is after

     The following filter options are available for toggle switch Active:

     • Active
     • Not Active 
6. You can click Clear to clear the configured filter and click Apply to set the filter condition.

Search

Search a specific Digital Agent in the list page by using the Search bar present on top of the list page. You can enter the Digital Agent ID, name, or any other keyword to search a particular Digital Agent.
Figure: Search Digital Agent

Export

Export the current or all the list pages in a Excel format using the Export icon. (Refer the following screenshot)
Figure: Digital Agent list - Export

Once you click the Export icon, it will give you options to export all the pages or only the current page in an Excel format. (Refer the following screenshot)

Figure: Digital Agent list - Export options

Edit Digital Agent

You can edit, activate, or deactivate an already configured Digital Agent through the list page.

To activate or deactivate a Digital Agent, perform the following steps;

1. Login to Apex.
2. Click the Application Group (All, IT) on the top > Click the Application (Asset Management, Discovery, Service Management, Service Automation) for which you want to configure Digital Agent.
   Figure: Select Application
3. Clickicon from the top panel.
   Figure: Top panel icons
4. Select Platform Studio.
   Figure: Platform Studio Settings
5. From the left panel, click AI/ML > Digital Agent. The next screen displays the list of all configured Digital Agents.
6. Under Digital Agent column, there is a toggle button corresponding to every configured Digital Agent. Enable the button to activate the Digital Agent. If you want to deactivate the Digital Agent, disable this toggle button. A sample screenshot is displayed below:
   Figure: Activate/Deactivate Digital Agent
7. Click on the ID of the Digital Agent which you want to edit. The configuration steppers (General, Configuration, Publish) are displayed. Edit the details as per the requirement.
8. Click Proceed in each configuration stepper after updating the details to proceed to the next stepper.
9. In the Publish stepper, click Update to save all the changes made in the Digital Agent configuration.
10. If you do not want to save the changes and revert back to the previous configurations, click Cancel.