Publishing a Data Agent

Users can publish the data agent to access the intuitive UI of the Data Agent on their homepage.

Steps to Publish a Data Agent to User(s)

1

Navigate to the Data Agent Section

  • Go to the "Data Agent" tab from the left sidebar.

  • This section displays a list of all existing Data Agents.

2

Select the Target Data Agent

  • Locate the Data Agent you want to run, in this case: "Data Agent Loans"

  • The agent is listed in the table under the "Name" column.

3

Click the Publish icon

  • In the "Actions" column for the selected agent, click the Publish icon ().

  • Clicking this will initiate the execution of the Data Agent, which may involve connecting to data sources, processing data, and updating destinations.

4

Publish Window

The Publish window for the selected Data Agent appears.

It displays the data agent's name and description.

5

Select a Tab to Proceed

  • The Publish window displays the following tabs:

    • User Groups

    • Exclude Users

    • KPI Suggestions

  • Click the Users tab to share the data agent with individual users.

6

Search for a User & Select User(s)

  • Search for a User & Select User

    • Use the search bar to find a specific user. In this case, "ni" is typed to filter for users with "ni" in their name or email.

    • Locate the searched user from the customized list of users and select the user using the checkmark in the given box.

      • You may select multiple users to publish the data agent to all of them.

7

Final Publish Action

  • Click the "Publish" button to complete the process and grant the selected user(s) access to the Data Agent.

8

Confirmation Message

  • A confirmation message appears to confirm the publication of the selected Data Agent.

9

Access the Published Data Agent.

  • Navigate to the Home page.

  • The published Data Agent will be visible under the Documents Owned by Me section.

Note: The steps to publish a Data Agent to a User Group or multiple user groups are similar to the steps described for publishing a data agent to a user(s).

Steps to Exclude Users from Accessing a Published Data Agent

1

Access the Publish Window

  • Navigate to the Publish window for the Data Agent you want to configure.

2

Open the User Group(s) Tab

  • Click on the User Group(s) tab to view available user groups.

3

Select User Group(s)

  • Use the checkboxes to select one or more user groups that should have access to the Data Agent.

    • You may also search for a specific user using the Search bar.

Note: This step is mandatory for the Exclude User action; until the user selects a group from the User Group(s) tab, no user will be displayed under the Exclude User(s) tab.

4

Go to the Exclude User(s) Tab

  • After selecting at least one user group, switch to the Exclude User(s) tab.

5

Search for Users to Exclude

  • Use the search bar to locate specific users you want to exclude from access.

6

Select Users to Exclude

  • Check the box next to each user’s name whom you want to exclude. Multiple users can be selected.

7

Publish the Configuration

  • Click the “Publish” button to apply your settings.

8

Confirmation Message

  • A notification will confirm that the selected users have been excluded from accessing the published Data Agent.

Note:

  • The excluded users will not have access to the Data Agent.

  • All other users in the selected user group(s) will be able to access the published Data Agent.

KPI Suggestions

The KPI Suggestions tab within the Publish window allows technical users to configure which Key Performance Indicators (KPIs) are surfaced on the agentic interface homepage upon initialization.

This tab provides a selectable list of KPIs derived from the Data Agent's configured data sources and logic flows. Selected KPIs are prioritized for rendering during interface load, ensuring immediate visibility of high-impact metrics relevant to the agent’s operational context.

Scope

This feature is particularly useful during deployment and versioning phases. It's crucial for ensuring that the Key Performance Indicators (KPIs) you display precisely align with your intended analytical scope and specific business use cases.

Benefits

  • By choosing relevant KPIs, users can ensure that critical metrics are prominently displayed, enhancing focus and enabling quicker decision-making.

  • This customization helps tailor the interface to individual roles, preferences, and business objectives.

Tip: Selecting the most relevant KPIs ensures that actionable insights are always front and center when working with your Data Agent.

Note: Changes made in the KPI Suggestions tab affect only the initial state of the homepage UI and do not alter the underlying data model or metric definitions.

Customized Display of KPI for a Data Agent

Users gain granular control within the Publish window with the option to select or deselect KPI Suggestions that will be presented for their specific data agent. This dual-point control ensures that displayed KPIs precisely align with the intended analytical scope and business use cases, offering a tailored and efficient experience.

  • Navigate to the platform homepage.

  • Select a published data agent from the displayed list under the Documents Owned by Me section. Click on it.

  • By clicking on a published Data Agent, the user gets redirected to the All Files section.

    • The screen will be divided into two sections, the left side displaying the KPI insights, and the right side launching the agentic interface for the selected Data Agent.

  • You can use the Maximize icon from the KPI section to get the available KPIs in the full-screen view.

  • You can view the KPI insights in full-screen mode, displaying five charts.

  • Navigate to the Data Agent page using the Data Agent option from the navigation menu.

  • Select a data agent from the displayed list. Click the Publish icon for the selected data agent.

  • The user will be redirected to the Publish window for the selected Data Agent.

  • Navigate to the User(s) tab for user selection.

  • Use the corresponding checkbox to select a user. You can select multiple users by using multiple checkboxes.

  • Navigate to the KPI Suggestions tab.

  • The pre-selected KPI suggestions are displayed.

  • Select/deselect the KPIs using the corresponding checkboxes.

    • In this case, the KPI "Top Product Categories by Quantity Sold" KPI is deselected.

  • Click the Publish option to complete the action.

  • A notification message appears to confirm the completion of the publish action.

  • Go to the platform homepage to verify the KPI Widget removal.

  • From the All Files section, open the relevant Data Agent.

  • Access the KPI Widgets/My Insights section in maximized version.

  • You'll observe that the deselected KPI widget is no longer displayed in this section.

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