To create an Intelligent Agent:

• Go to the course where you want to set the Intelligent Agent.
• Click on Course Tools and select Intelligent Agents.
• Select New Agent.

1. Agent name will not be visible for the student. Choose a name that easily identifies this Intelligent Agent.
2. In the Description box you can fill in a summary of the Intelligent Agent. Which students do I want to reach with this Intelligent Agent? This will help you find your Intelligent Agent in your list of Intelligent Agents.
3. Status box is unchecked by default. If you want your Intelligent Agent to be enabled, check the box.

The following settings are necessary for the use of Intelligent Agents: Scheduling, Criteria and Actions. These are shown at the bottom of the screen and can be flipped open. For examples of Intelligent Agents, see Use of Intelligent Agents

Here you can specify how often the Intelligent Agent should be deployed.

Example: Daily

1. Enter every how many days the Intelligent Agent should be repeated
2. Choose a time when this should happen
3. Optional: choose a start date. This is important when you have selected the use of Login or Course Activity data under Actions
4. Optional: choose an end date. This is important when you have selected the use of Login or Course Activity data under Actions

1. Role in Classlist allows you to decide which roles are targeted by the Intelligent Agent:
   • Select All users visible in the Classlist if you want to target all the roles in the classlist (including instructors).
   • Select User specific roles if you want to target only specific roles (instructors, graders, students etc.). For instructors and students, it is important that you choose both the regular role and the SIS role.

2. Below Take Action on Activity you can choose: 

3. Login Activity
   • Select User has not logged in for at least # day(s) if you want your message sent to users who have not logged in for a set amount of days.
   • Select User has logged in during the past # day(s) if you want your message sent to users who have logged in during the past set amount of days.

4. Course Activity
   • Select User has not accessed course for at least # day(s) if you want your message sent to users who have not accessed the course for a set amount of days.
   • Select User has accessed course during the past # day(s) if you want your message sent to users who have accessed the course during the past set amount of days.

5. If you want to use Release Conditions to select the targets of your Intelligent Agent, select Create to create a new release condition or Browse to use existing Release Conditions. For more information see What are release conditions?

1. Under Repetition you can select:
   • Take action only the first time the agent's criteria are satisfied for a user if you only want your users to be messaged once (the first time the criteria are satisfied).
   • Take action every time the agent is evaluated and the agent's criteria are satisfied for a user if you want to message your users every time the criteria are satisfied. Under Scheduling you can choose if you want the Intelligent Agent to check the criteria every # days or weeks. Therefore, we recommend you to select the option Take action only the first time the agent's criteria are satisfied for a user, otherwise your user will receive many emails, decreasing the power of the Intelligent Agent.

2. Select Send an email when the criteria are satisfied if you want the user to receive an email when he/she meets the criteria.

1. Add replacement string {InitiatingUser} in To-box. If you want to monitor what the emails yourself too, add your email address to the Bcc-box.
2. Add subject.
3. Select if you want to add a picture or Quicklink to the email.
4. Type message. In Use of Intelligent Agents you can find some formats of emails, including the usage of replacement strings.
5. Select if you want to add an attachment.
6. Under Email Format choose HTML format.

Select Save and Close and go back to the Agent List-page

For every Intelligent Agent you can start a Practice Run. A practice run allows you to test your Intelligent Agent, without sending a real email to your users. After the practice run, you can see which users matched the criteria of the Intelligent Agent.

1. Select the arrow next to the Intelligent Agent you want to test.
2. Select Practice Run.
   • Click on Run
   • Click on Done and go back to the Agent List-page
   • Select .. users identified to view the practice run report.

3. Select View History to view the Intelligent Agent's history, including the Practice Run.

If you want to run your Intelligent Agent manually (so another run besides the scheduled run), you can do that by performing a Manual Run.

1. Select the arrow next to the Intelligent Agent you want to run.
2. Select Run Now.
   • Click Run
   • Click Done and to back to Agent List-page

3. Select ... users identified to view the run report

4. Select View History to view the Intelligent Agent's history, including the Manual Run.