Musab Rasheed
Tera Sage
Tera Sage

Hello,

I have see many questions about configuring Agent Assist in Agent workspace so here are the steps to configure Agent Assist in Agent workspace. I have taken example of Interaction table.

1) Go to 'cxs_context_config' table and create new entry like below and save it, once saved related list 'Resource configurations' will show one entry and 'Searcher' means it will search only from KB articles, if you want to include others just explore other options.

Also note you can use existing search context but since existing search context may be used in other tables hence creating one exclusively for Interaction table

image

2) If you want to include other search results like Incident or something else go to 'Additional resource config' tab , click edit and select whatever you want, but please note you cannot create new search source so whatever available in slushbucket you have to use the same, you cannot even create new search source for interaction records as well so Keep in mind.

3) Once step 2 is done Go to 'Table Configuration' which points to 'cxs_table_config' table.

4) Click new and fill accordingly and select newly created search context here as Highlighted in screenshot

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5) If you check 'Enable search as' checkbox and select values then in Interaction form Agent assist will show as search for with whatever value you have selected otherwise it will search based on Short description, that's the default behavior.

6) Last step and most important step, go to 'sys_declarative_action_assignment' table, find entry for 'Agent Assist' for Interaction table and copy sys id of table configuration definition you created in step 4 in highlighted part. Make sure you are in Proper scope, for me scope was Human Resource : Workspace

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7) Once saved, come back to Interaction record in agent workspace and see it starts working

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Please free to let me know in case correction is needed.

Hit like or Bookmark article in case you find it helpful

Best Regards

Comments
Skylar Barth
Kilo Contributor

I was trying to do this for a table I had extended from case.

Everything was working great up until the last step. Of course.

There is no 'action attribute' in my sandiego pdi.

It's hidden behind a series of ui policies, for some reason.

The interaction record does show as yours, I tried to change the tables and insert and stay, but that didn't get the agent assist cap in configurable workspace.

How'd you figure out the above anyways? Was hoping to google and come across some sn docs.

 

Musab Rasheed
Tera Sage
Tera Sage

Hello,

I haven't worked on configurable workspace till now, can you please provide some good docs so that I can learn and then configure this ?

Regards

Kerry4
Tera Contributor

this is more a question about the articles that are displayed. Is there any way to ensure certain articles come up first, example if an agent is opening a ticket for something specific and there is an article with those steps included how can I ensure that article is one of, if not the top, article to come up?

vivek38
Tera Contributor

Hi, Musab i need to add "Experts on-call" icon to agent workspace contextual panel. 

 

 

 

on-call-section-sow.png

Maddalena
Tera Contributor

Hello, 

I have the same issue on Service Operations Workspace. I followed every step you wrote but still doesn't working:  in the agent assist I have this info message "No table configuration. specify the table configuration". 

 

Thank you in advance, 

Maddalena

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Last update:
‎07-14-2022 10:31 PM
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