Article Content
| Overview |
| User Account Requirements |
| Navigation |
| Enabling Portal Agent on an Org |
| Disabling Portal Agent on an Org |
Overview
Portal Agent is a generative AI agent that allows Anonymous Portal users to submit incidents via a chat experience. The Agent will prompt Submitters to provide critical information needed for the investigation, make inferences from the information provided, and process the submission.
From the Feature Access screen, Administrators and Settings Management advanced permission users can self-enable Portal Agent on their Orgs.
User Account Requirements
The user must have Administrator or Settings Management advanced permissions to access the Feature Access screen.
Navigation
- From the Home screen, click the Administration icon.
Administration Icon
- From the Administrator Settings menu, click the Feature Access link.
Feature Access Link
Enabling Portal Agent on an Org
- From the Feature Access screen, click the Enable Portal Agent toggle switch to turn it on.
Enable Portal Agent Toggle Switch
- Read the Disclaimer, and then press the Accept button to accept the terms and conditions.
Disclaimer - Accept Button
Disabling Portal Agent on an Org
- From the Feature Access screen, click the Enable Portal Agent toggle switch to turn it off.
Enable Portal Agent Toggle Switch