Enable Virtual Agent for PPM

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Enable Virtual Agent for PPM to start chatting with the Virtual Agent.

    Vorbereitungen

    Role required: admin, virtual_agent_admin

    The base system provides predefined Virtual Agent topics (chatbot conversations). To customize a topic, duplicate it and then edit it. See Virtual Agent Designer

    Prozedur

    1. Navigate to All > Collaboration > Virtual Agent > Designer > Topics.
    2. Select the PPM Virtual Agent card to open it.
      • To use the provided topic with no changes, select Publish.
      • To duplicate the topic so you can customize it, select Duplicate. Enter a name for the duplicate topic and select Save.