Create an Intelligent Agent

Select Edit Course.
Select Course Administration
Select Intelligent Agents.

Note: If Course Administration page is set to show tools by category (the default), Intelligent Agents will be under the heading 'Communication'. If the Course Administration page is set to view by name, then Intelligent Agents are listed alphabetically.

The Agent List page will open. Select New Agent [A].
Enter an agent name (required) and description (optional).
Select Agent is Enabled if the agent is to be active as soon as created.
Under "Scheduling," select the Frequency at which the agent should be activated.

Note: Intelligent Agents will be disabled once the course is inactive.

Enter details related to the frequency of the agent as needed.
Under "Criteria," determine the criteria the agent looks for:
- Under "Role in Classlist," select whether the agent will look at All users visible in the Classlist or Users with specific roles. For example, if there is a Teaching Assistant in the class, instructors may want to limit the agent to users in the student role.
- Select Login Activity if the agent should look for user logins within a certain time frame.
- Select Course Activity if the agent should look for user access to the course within a certain time frame.
- To have the agent activate when a student views or interacts with a specific item in the course, select Create in the "Release Conditions" section. Choose a condition that must be met from the "Condition Type" menu. Then, specify the actions the student must take in the "Condition Details" section. Select Create when finished.

Note: If using the "Receive Grade" condition, students who are exempt from a grade item will not be included in the condition.

If the Intelligent Agent will be automating an email but not checking for specific criteria, do not select an option under "Take Action on Activity" or create a Release Condition.

Under "Actions," indicate whether the agent should take action the first time the criteria are met or every time the criteria are met.

Select Send an email when the criteria are satisfied if users should receive an email if their actions satisfy the criteria.

If an email will be sent, a Subject for the email will be required. Enter text within the "Message" field and attach files as needed.

When finished, select Save and Close.

Note: Attachments can be added to automated email messages when creating and editing intelligent agents. The intelligent agent email template contains an Attachments area that enables instructors to upload a local file or available course files, or record audio. Attachment size is based on the email attachment size setting for the organization.