Edit an analysis data source

Edit a scheduled analysis of your instance records.

Before you begin

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

For AI Agent Advisor to run 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 change the configuration of the data source, filters, schedule, and cost profile that AI Agent Advisor uses to identify the automation opportunities.

You can only edit an active analysis data source. To edit a deactivated analysis data source, you must first reactivate it. For more information, see Activate a deactivated analysis data source.

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.

2. Select Admin () in the side navigation bar.
   The AI Admin Hub page opens.
3. Select AI Agent Advisor under Settings.

   The AI Agent Advisor setup page opens showing a separate card for each data source configuration.

   Figure 1. AI Agent Advisor setup page

   

4. Select More options () on the data source analysis you want to edit.
5. Select Edit.
   The AI Agent Advisor setup page opens showing the configuration details.
6. Review the completed fields and edit as needed.
7. Select Save.
8. Optional: Select Execute now to run the analysis.

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.

Related tasks

• Set up a data source for analysis
• Deactivate an analysis data source
• Activate a deactivated analysis data source