Agent Analysis and Configuration

Updated by Zoe Ngan

Agent Analysis and Configuration

1. Navigate to Cloud Employees

Navigate to Cloud Employees by selecting the Cloud Employees button in the left sidebar.
Navigate to Cloud Employees

2. Go to Agent Analysis

Select the cloud employee you would like to see by clicking on their face. Then go to the Agent Analysis page by selecting the button near the top of the screen. In the Agent Analysis page you can see a detailed analysis of the prompt you have created, including an overview and suggested edits to your prompt.
Go to Agent Analysis

3. Overview

In the Overview section, you can see a summary of your cloud employee: how they are doing, what their purpose is, and how you could change them to be better.
Overview

4. Current Prompt and Suggested

Below you can see a side-by-side view of your current prompt, and a suggested version of your prompt.
Current Prompt and Suggested

5. Rationale

The suggested version provides a rationale as to what the prompt revision would accomplish. Use this to help determine whether or not you want to accept the suggestions.
Rationale

6. Click here to apply changes

If you do choose to accept their suggestions, click here to apply all the changes.
Click here to apply changes

7. Show Removed

If you would like to see what the analysis is suggesting to remove from your prompt, click on the "Show Removed" button at the top of the "Suggested" box.
Show Removed

8. Configuration

Navigate to configuration by clicking on the configuration button in the top, middle of your screen. Here you will see your Agent Targeting and your Prompt Settings
Configuration

9. Cloud Agent Routing Frequency

Under the Agent Targeting tab, you can customize the frequency of your cloud agent routing. Selecting "Every matching page load" will cause your agent to appear every time someone logs on to your site.
Cloud Agent Routing Frequency

10. Segments

Below, you can edit which segments will cause a cloud employee to appear. This means that a cloud employee will appear only if the site visitor meets the requirements you have selected under the Segments drop-down menu.
Segments

11. URL Main Path

Below this, you can choose which URLs the cloud employee will appear at. If you enter a parent URL, the cloud employee will be active on all pages under that URL unless you select the "Exact Match" button.
URL Main Path

12. Exclusions

Underneath the add URL button, you can see the Exclusions section. Here you can include specific URLs you would like your cloud employee to not appear at. This could be specific segments of your website, etc.
Exclusions

13. Prompt Settings

Below the "Agent Targeting" tab, you can see the "Prompt Settings" tab. Here you can manage how your cloud employee appears on your website. By navigating the Desktop and Mobile, drop-down menus, you can select the size of the cloud employee pop-up on your website.
Prompt Settings

14. Fire Agent on Button-click

If you would like your cloud employee to appear when a site visitor clicks a certain button on your website, copy and paste the code here as the destination for a button on your site to fire this cloud employee when the button is clicked.
Fire Agent on Button-click


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