Edit an Agent Task

Administrators can edit an agent task's details at any time.

Note: This procedure will walk administrators through the general process of editing PowerSteering agents. For instructions that pertain to editing specific agents, find the agent name in the table of contents.

 

To edit an agent's task:

Before You Start: Only PowerSteering administrators can interact with PowerSteering agents.

1. Select Admin → Configuration → Agents from the Navigation Menu.

   

2. Select the name of the agent you would like to edit.

   

3. Select which one of the agent's tasks you would like to edit.

   

   Note: This is only necessary if the agent has multiple tasks. For the majority of agents, you can skip this step.

4. Select the Edit button in the top right-hand corner of the page.

   

5. Edit any of the task's details.

   Tip: For specific information on editing each agent, locate the agent in the table of contents.

6. Select the Save button.

   

After selecting Save, your changes will be saved to the agent.