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    Home Orlando Now Platform Capabilities Now Platform capabilities Agent Workspace Setting up workspace Set up Record View in workspace Set up the Contextual Side panel in workspace Set up Agent Assist Set up multiple Agent Assists

    Set up multiple Agent Assists

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    Set up multiple Agent Assists

    Set up multiple Agent Assists per table so that your agents can use Agent Assist to search through different sources of information to find solutions related to records in the same table. For example, for records from the problem table, one Agent Assist might search through employee records, another Agent Assist might only search through Knowledge and the Service Catalog.

    Before you begin

    Role required: workspace_admin

    About this task

    You can combine multiple information sources that get searched in one Agent Assist. If you want to restrict access to some of the information sources, you can set up multiple Agent Assists for each information source, and grant permissions accordingly. For example, if you want to restrict some agents from seeing employee records, create an Agent Assist that uses employee records as an information source but restrict the permissions of who can use that Agent Assist.

    Agent Assist appears as an icon in the Contextual side panel. The following example shows two Agent Assists that are represented by two graduation cap icons (Agent Assist icon). You get to choose the icon for the second Agent Assist.

    Multiple agent assists

    Procedure

    1. Create an action that adds an additional Agent Assist to the Contextual side panel for a table that is already set up for Agent Assist.
      To see how, go to Add custom components to the Contextual Side panel. After completing these steps, you should have an icon for your new Agent Assist in the Contextual side panel, as shown in the previous image, but when you click it, nothing appears. The next steps make the icon bring up the second Agent Assist in the Contextual side panel.
      Note: Make sure that the Action name of the second Agent Assist is different from the Action name of the first Agent Assist. If the Action name is the same, the second Agent Assist gets overwritten.
    2. Navigate to Contextual Search > Table Configuration and click New to create a new table configuration for the same database table that you created an action for in the previous step.
      To see how to set up and save a table configuration, see Set up Agent Assist.
    3. With the table configuration for the second Agent Assist displaying, copy the sys_id by right-clicking the heading bar and clicking Copy sys_id. You will use this value in the following steps.

      Alternately, you can copy the sys_id in the URL.

      Sys_id of the table configuration

    4. Navigate to Workspace Experience > Actions & Components > Contextual Side panel and click the action that you created to display the second Agent Assist.
    5. On the Action Assignment page, under the related links, click Advanced View.
    6. On the Component Attributes tab for cxsTableConfig, enter the sys_id value of the table configuration that you copied in the previous steps.
    7. If you add an Agent Assist, you must add model fields.
      1. Right-click the top banner and navigate to Configure > Form Layout.
        The Configuring Action Assignment form appears.
      2. In the form, move Model Fields Required from the Available column to the Selected column and click Save.
      3. Click the lock icon (Lock icon).
      4. Add these model fields: isNewRecord, sysid, table, fields.
    8. Click Update.
    9. To check the functioning of the second Agent Assist:
      1. Navigate to Workspace Experience > Workspaces > Agent Workspace Home.
      2. Open a record from the table that you associated with two Agent Assists.
      3. In the Contextual side panel, click the two Agent Assist icons that you created.

    What to do next

    Click a component to set it up.
    • Tabs
    • Notifications
    • Form Header
    • UI Actions
    • Ribbon
    • Related Items Menu
    • Form pane
    • Actions & Components
    • Activity Stream
    • Contextual Side Panel

    Record view

    Tags:

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    Release version
    Choose your release version

      Set up multiple Agent Assists

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Set up multiple Agent Assists

      Set up multiple Agent Assists per table so that your agents can use Agent Assist to search through different sources of information to find solutions related to records in the same table. For example, for records from the problem table, one Agent Assist might search through employee records, another Agent Assist might only search through Knowledge and the Service Catalog.

      Before you begin

      Role required: workspace_admin

      About this task

      You can combine multiple information sources that get searched in one Agent Assist. If you want to restrict access to some of the information sources, you can set up multiple Agent Assists for each information source, and grant permissions accordingly. For example, if you want to restrict some agents from seeing employee records, create an Agent Assist that uses employee records as an information source but restrict the permissions of who can use that Agent Assist.

      Agent Assist appears as an icon in the Contextual side panel. The following example shows two Agent Assists that are represented by two graduation cap icons (Agent Assist icon). You get to choose the icon for the second Agent Assist.

      Multiple agent assists

      Procedure

      1. Create an action that adds an additional Agent Assist to the Contextual side panel for a table that is already set up for Agent Assist.
        To see how, go to Add custom components to the Contextual Side panel. After completing these steps, you should have an icon for your new Agent Assist in the Contextual side panel, as shown in the previous image, but when you click it, nothing appears. The next steps make the icon bring up the second Agent Assist in the Contextual side panel.
        Note: Make sure that the Action name of the second Agent Assist is different from the Action name of the first Agent Assist. If the Action name is the same, the second Agent Assist gets overwritten.
      2. Navigate to Contextual Search > Table Configuration and click New to create a new table configuration for the same database table that you created an action for in the previous step.
        To see how to set up and save a table configuration, see Set up Agent Assist.
      3. With the table configuration for the second Agent Assist displaying, copy the sys_id by right-clicking the heading bar and clicking Copy sys_id. You will use this value in the following steps.

        Alternately, you can copy the sys_id in the URL.

        Sys_id of the table configuration

      4. Navigate to Workspace Experience > Actions & Components > Contextual Side panel and click the action that you created to display the second Agent Assist.
      5. On the Action Assignment page, under the related links, click Advanced View.
      6. On the Component Attributes tab for cxsTableConfig, enter the sys_id value of the table configuration that you copied in the previous steps.
      7. If you add an Agent Assist, you must add model fields.
        1. Right-click the top banner and navigate to Configure > Form Layout.
          The Configuring Action Assignment form appears.
        2. In the form, move Model Fields Required from the Available column to the Selected column and click Save.
        3. Click the lock icon (Lock icon).
        4. Add these model fields: isNewRecord, sysid, table, fields.
      8. Click Update.
      9. To check the functioning of the second Agent Assist:
        1. Navigate to Workspace Experience > Workspaces > Agent Workspace Home.
        2. Open a record from the table that you associated with two Agent Assists.
        3. In the Contextual side panel, click the two Agent Assist icons that you created.

      What to do next

      Click a component to set it up.
      • Tabs
      • Notifications
      • Form Header
      • UI Actions
      • Ribbon
      • Related Items Menu
      • Form pane
      • Actions & Components
      • Activity Stream
      • Contextual Side Panel

      Record view

      Tags:

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