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Overview
Portal Agent, the first feature of Resolver's new Intake Agent solution, 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.
Portal Agent is designed to streamline incident reporting and investigations for Orgs by ensuring all necessary data is collected efficiently and accurately. Unlike the traditional Portal collection method, Portal Agent actively prompts Submitters to provide any missing details, ensuring reports are comprehensive. Once all required information is gathered, Resolver automatically creates and links relevant objects and data, reducing manual effort and enhancing data organization. Even when Submitters are unable to provide complete details or abandon sessions, Portal Agent captures as much information as possible, automatically generating incident objects in Resolver. This ensures Orgs maintain full visibility of all reported incidents, regardless of report completeness, empowering Orgs to gather more data, make informed decisions, and improve the efficiency of their investigative processes.
Portal Agent has been developed using best practices in Security & Investigations for the Incident Management application to ensure accuracy and efficiency. It intelligently categorizes incident details provided by Submitters based on a classification data point configured by the user. Orgs utilizing Portal Agent will need to review and provide context on their incident types and other lookup data to maximize the efficiency of this process. This feature strikes a balance between customizability and structure, allowing Orgs to tailor the tool to their needs while maintaining standardized, reliable data collection.
Configuration
To begin using Portal Agent, users will need to configure the key components of the feature, including:
- Self-enabling the feature from the Feature Access screen
- Configuring workflows and permissions
- Creating a new form
- Adding a new Portal URL
Please refer to the Portal Agent Quick Start Guide for further configuration details.