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Setting Up AI agents
Setting Up Agents in Impact Pilot
1. Accessing Settings 0:00
- Go to app.impactpilot.io.
- Click on your name in the top right corner.
- Select 'Settings'.
- If you do not have access, contact your admin or email support.
2. Mapping Key Properties 0:24
Navigate to 'AI Insights'.
Map key properties such as:
- Revenue (e.g., ARR)
- Contract end date
- Auto-renewal field
- Save the changes.
3. Setting Up an Agent 1:08
- In 'AI Insights', select 'Set Up an Agent'.
- Choose the type of agent to set up (e.g., risk detection).
4. Selecting Insights to Flag 1:36
- Choose the risks you want to flag:
- Product issues
- Renewal risk
- No active engagements
- Invoicing or payment issues.
- You can change these later
5. Tweaking Selected Insights 2:06
- For each selected risk, provide specific conditions:
- Example for renewal risk: 'Flag if contract end date is less than 60 days away and no auto-renewal.'
- Add descriptions for clarity.
6. Adding Custom Insights
- If needed, add custom risks (e.g., adoption risk).
- Define conditions for the custom risk (e.g., adoption metric declines by more than 50%).
- Include relevant properties (e.g., monthly active users) and their history.
7. Naming the Agent 4:30
- Give the agent a descriptive name (e.g., 'Risk Detection').
- Select the types of engagements to analyze (e.g., all engagements).
8. Setting Time Window 4:41
- Choose a rolling time window for analysis (e.g., 30 days).
9. Adding Instructions 5:04
- Optionally, add specific instructions for the agent.
- This can help in explaining rationale or addressing anomalies.
10. Saving and Activating the Agent 5:22
- Save the insights.
- Switch the agent on to activate it.
- Click the button to run it for all agents.
11. Viewing Results 5:51
- Go to 'Accounts' to view the property created for risk detection.
- Click on the risks to see detailed results and reasons for detection.
Cautionary Notes
- Ensure you have the necessary permissions to access settings.
- Be cautious when selecting risks to avoid flagging resolved issues.
Tips for Efficiency
- Regularly review and update the risks and conditions to ensure relevance.
- Utilize the history of properties to better understand trends.