Enable Virtual Agent for PPM

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

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

    Before you begin

    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

    Procedure

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