Intelligent Agents Basics

Accessing Intelligent Agents

Click Course Admin on the navbar, then click Intelligent Agents.

Creating intelligent agents

You can create, edit, and delete intelligent agents from the Agent List page. When you create a new agent you need to determine:

• The criteria the agent looks for. The agent can check login activity, course activity, and attached release conditions.
• The written content in the email that the agent sends when its criteria are met.
• How often the agent takes action when a user satisfies the criteria.
• How often the agent is scheduled to run and find users that meet its criteria.

Create an intelligent agent

1. Click New on the Agent List page.
2. Enter an Agent Name.
3. Enter a Description (optional).
4. Select the Agent is enabled check box if you want the agent enabled once you save.
5. Select criteria from the following:
   • Login Activity Select the Take action when the following login criteria are satisfied check box to add login criteria. Choose the login activity you want to monitor and enter the number of days you want to set.
   • Course Activity Select the Take action when the following course activity criteria are satisfied check box to add course activity criteria. Choose the course activity you want to monitor and enter the number of days you want to set.
   • Release Conditions Click Attach Existing or Create and Attach to add release conditions.
6. Select the Action Repetition the agent takes when all criteria are met.
7. Enter the names of recipients in the To, Cc, and Bcc fields. You can use special replace strings in these fields. See Replace strings for intelligent agents.
8. Enter an Email Subject. You can use special replace strings in this field.
9. Enter a Message.
10. Select email format (HTML or Plain text).
11. If you want the agent to run on a schedule, select the Use Schedule check box, then click Update Schedule.
12. Set the schedule in the Update Agent Schedule pop-up, then click Update to save the schedule and return to the New Agent page.
13. Click Save and Close.

Intelligent Agent Settings

Editing an intelligent agent

1. On the Agent List page, click on the agent you want to edit.
2. Make your changes.
3. Click Save and Close.

Deleting an intelligent agent

On the Agent List page, click Delete from the context menu of the agent you want to delete.

Note: You cannot recover deleted agents.

Replace strings for intelligent agents

Email Address Replace Strings

You can use the following replace strings in the address fields for the agent emails.

Replace String	Description
{InitiatingUser}	The user who performs the action that meets the agent’s criteria.
{InitiatingUserAuditors}	The auditors for the user who performs the action that meets the agent’s criteria.

Email Body Text Replace Strings

You can use the following replace strings in the HTML editor for the agent email body.

Replace String	Description
{OrgName}	The name of the organization.
{OrgUnitCode}	The code for the Org Unit.
{OrgUnitName}	The name of the Org Unit.
{OrgUnitStartDate}	The start date specified for the Org Unit.
{OrgUnitEndDate}	The end date specified for the Org Unit.
{InitiatingUserFirstName}	The first name of the initiating user.
{InitiatingUserLastName}	The last name of the initiating user.
{InitiatingUserUserName}	The username of the initiating user.
{InitiatingUserOrgDefinedId}	The Org Defined ID of the initiating user.
{LoginPath}	The address of the login path for the site.
{LastCourseAccessDate}	The date the initiating user last accessed the course.
{LastLoginDate}	The date the initiating user last logged in to Cobra.

Running an intelligent agent manually

Typically, intelligent agents are set up to run automatically. If you do not have a regular schedule set up for an agent, you must run it manually.

When you run an agent manually, it sends a confirmation email to the user that requested or set up the agent. This email lists the following information:

• Org unit code and name.
• Which agent ran.
• Time and date the request was submitted.
• Time and date the request was finished.
• Whether the agent took action.
• Any error text.

Run an intelligent agent manually

On the Agent List page, click Run Now from the context menu of the agent you want to run manually.

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