Set up a data source for analysis

  • Release version: Zurich
  • Updated July 30, 2026
  • 3 minutes to read

    • Create and activate a scheduled analysis of your instance records to discover automation opportunities.

    Before you begin

    You must have access to an ACL-protected table to run the analysis for it.

    For AI Agent Advisor to configure a successful analysis, the data source must contain a minimum of 500 records.

    Role required: sn_na_center.nac_admin

    About this task

    Follow these steps to configure the data source, filters, schedule, and cost profile that AI Agent Advisor uses to identify the automation opportunities and provide savings estimates for them.

    In the event an error occurs when performing these steps, see the troubleshooting steps described in KB article KB2931703 on Now Support.

    Procedure

    1. Navigate to All > AI Admin Center or Workspaces > AI Admin Center.

      The home page opens.

      The automation opportunities section displays only a Review configurations button If no opportunities are identified or if opportunity discovery is not yet set up.

      Figure 1. Empty automation opportunities section
      Empty Automation opportunities section of the home page showing a button to review configurations.

      The automation opportunities section displays the top automation opportunities in separate cards if discovery is set up and opportunities are identified. The section also displays a Change advisor settings link to edit the discovery data sources.

      Figure 2. Automation opportunities section
      Automation opportunities shown in AI Admin Center.
    2. Select Review configurations or Change advisor settings to open the AI Agent Advisor setup page.

      You can also select Admin (Admin icon in the side navigation bar.) in the side navigation bar and select AI Agent Advisor under Settings on the AI Admin Hub page.

      The AI Agent Advisor setup page opens.

      If there are any data sources set up, a separate card displays for each data source.

      Separate cards for each data source on the AI Agent Advisor setup page.

    3. Select Create new.
      The Add new data set page opens.

      Add new data set page with fields to set up the data source analysis.

    4. Complete the General information section.
      1. Enter a name for the analysis configuration in the Name field.
      2. Enter a description in the Short description field.
    5. Choose the data source in the Select table section.
      1. Select Add role if permission is required for AI Agent Advisor to access the table; then add the required role to the sn_agent_miner.app_admin role and return to the Add new data set page.

        For more information, see Add a role to an existing role.

      2. Select a table from the Table name menu.
      3. Select one or more fields from the Fields menu.
    6. Select the frequency of the analysis schedule in the Scheduled to run section.
      • Select the 30, 60, or 90 day option.
      • Toggle the On-Off option to Off to stop AI Agent Advisor from running the recurring analysis and identifying opportunities.

        If the scheduled run is turned off, new opportunities for the data source won’t appear until a new run is scheduled or triggered manually.

    7. Apply filters to refine the scope of the analysis.
      1. Use conditions to select certain properties as a filter.

        For more information on how conditions work, see OR conditions.

        Note:
        A filter for the Created field is required.
      2. Select Add condition set to add conditions.
    8. Create a cost profile to calculate the estimated time and cost savings from using the automation.
      1. Select Add new in the Savings projections section.
        The Add new box opens.
      2. Add general details for the cost profile by entering a name and description.
      3. Select Next.
      4. Apply filters to the cost profile by using conditions to select certain properties.
      5. Select Next.
      6. Enter the hourly labor cost.
      7. Enter the active handling time rate.

        The percentage of a record’s total open time that represents actual hands-on effort by a human agent.

    9. Select Save and activate.

    Result

    AI Agent Advisor runs the analysis according to the configured filters and schedule. After the analysis completes, automation opportunities appear on the AI Admin Center home page and on the Automation opportunities page.

    What to do next

    View your automation opportunities on the home page. For more information, see View your automation opportunities.