Article Content

Overview

To provide a more intuitive and efficient Portal Agent experience, we recommend providing clear and detailed context for any fields, relationships, or references added to forms, and their associated objects. The Agent will use the fields, relationships, references, and object name and description to guide its conversation with the Submitter. The quality of the Portal Agent experience depends on the clarity and completeness of the information you provide. Administrators can tailor the level of detail in field, relationship, reference, and object descriptions based on their specific preferences and requirements.

An Example of Context Added to Field Descriptions

Note: If a field is not prompted in the conversation between the Agent and the Submitter but is inferred, the field name and description is used to match information to the field.

User Account Requirements

The user account must have Administrator permissions to edit field, relationship, reference, and object descriptions. 

Related Information/Setup

For more information on using and configuring Portal Agent, please refer to the following articles:

• Portal Agent Overview
• Portal Agent Quick Start Guide

Adding Context to Fields

1. From the Home screen, click the Administration icon.

Administration Icon

2. From the Administrator Settings menu, click the Admin Overview link.

Admin Overview Link

3. From the Admin Overview screen, click the Fields tile in the Data Model section. 

Fields Tile

4. On the Admin: Fields screen, click the field that you want to update the description for. 

5. From the Admin: Editing Field screen, add a description in the Description field explaining the type of data that should appear in the field to achieve the greatest possible data accuracy for the Agent.

Description Field

Adding Context to Objects

1. From the object, add a description in the Description field explaining the type of data that should appear in the object to achieve the greatest possible data accuracy for the Agent.

Description Field

Adding Context to Relationships and References

1. From the Home screen, click the Administration icon.

Administration Icon

2. From the Administrator Settings menu, click the Admin Overview link.

Admin Overview Link

3. From the Admin Overview screen, click the Object Types tile in the Data Model section. 

Object Types Tile

4. On the Admin: Object Types screen, click the object type with the relationship and reference that you want to update the description for. 

5. From the Admin: Edit Object Type screen, click the Relationships tab.

Relationships Tab

6. From the list of relationships, click the relationship and/or reference that you want to update the description for. 

7. Add a description in the Relationship Description field explaining the type of data that should appear in the relationship to achieve the greatest possible data accuracy for the Agent.

Relationship Description Field

8. Add a description in the Reference Description field explaining the type of data that should appear in the reference to achieve the greatest possible data accuracy for the Agent.

Reference Description Field