Set up GRC Virtual Agent to report risk events

Use a Virtual Agent chatbot to report risk events from the Service Portal. A virtual agent chatbot helps customers to quickly report a risk event. The chatbot assists the customers by saving their time. The information exchanged during the conversation flow enables the chatbot to fulfill a user request or assist the user in completing a task.

Before you begin

Customers must have the following plugins activated for setting up the GRC Virtual Agent

• Glide Virtual agent (com.glide.cs.chatbot) activated with a valid license.
• GRC Advanced Risk.

Role required: sn_risk.admin.

Procedure

1. Navigate to All > Service Portal > Service Portal Configuration.
2. Click Page Editor.
3. In the search field, enter Index.
4. Click Service Portal index.
5. At the top of the page, click Edit Service Portal (index) page in Designer.
6. In the Filter Widget search field, type Virtual Agent Service Portal Widget , drag the widget, and drop it anywhere on the screen.

   You can see the chat icon at the bottom-right of the screen.