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Planview Customer Success Center

Planview Anvi agents

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What are agents?

You can create and save agents, which are collections of up to five Anvi Chat prompts that you can run manually or on a schedule. You can also automate the steps (prompts) within an agent so that they do not require your direct intervention to run.

           

NOTE

Agents were called Workflows in earlier versions.

           

For scheduled agents, you can also send or receive emailed reports on the chat history, the last message sent, or errors.

           

Creating and using agents

To create an agent:

  1. In the bottom left corner of the Anvi Chat pane, click Manage Favorites icon > gear icon Manage favorites.
  2. On the Manage favorites screen, click Agents > Create an agent.
  3. If you want the prompts in the agent to run without your direct intervention, enable the Automate Steps switch.
  4. Enter a Name for the agent.
  5. In the first Prompt cell, enter the first prompt you want to run in the agent.
  6. Click Add step and add another prompt. Repeat this step until you have added all the prompts you want the agent to run (up to five prompts).

               

    TIPS

    • Click and drag remove icon in a Step cell to rearrange steps.
    • Click remove icon next to a prompt to remove that step from the agent.

               

  7. Click Save.
  8. If you want to run the agent on a schedule, take the actions in the following procedure.

To run an agent automatically on a schedule and enable reporting:

  1. In the bottom left corner of the Anvi Chat pane, click Manage Favorites icon > gear icon Manage favorites.
  2. On the Manage favorites screen, click Agents and select the agent you want to schedule or click Create an agent and follow the steps in the previous procedure. 
  3. Enable the Run agent on a schedule switch.
  4. Click First run and select the first date on which you want the agent to run.
  5. If you want the agent to run more than once, click Repeat and select an option such as Daily or Biweekly.
  6. Click Time and select the time at which you want the agent to run.
  7. If you want to send or receive email reports about the scheduled agent runs, enter an Email address to send reports to.
  8. Click the Report content list and select the type or report you want: Chat history, Last message, or Related errors.
  9. Click Save.

To view the history of agent runs:

  1. In the bottom left corner of the Anvi Chat pane, click Manage Favorites icon > gear icon Manage favorites.
  2. On the Manage favorites screen, click Agents and select the agent you want.
  3. Scroll down to the History section to see the status of all past agent runs.
  4. To view details of a specific run, click Manage Favorites icon for that run.