Create Intelligent Agents in VU Collaborate

Cathy
13 steps
43 seconds

About Page

In your unit space on the navbar, select **Space Admin**.

Under the Communication sub-heading, select **Intelligent Agents.**

Select "**New**".

Enter an **Agent Name**, and optionally enter a **Description** to describe the purpose of the agent. Descriptions assist you in locating agents, and are not seen by students. Under status, tick **Agent is enabled** when you are ready to use the agent.

Under **Scheduling** tab, select the **Frequency** the agent will be run, then enter details as required. For example repeat every 2 days until the end date.

Select the **Users with specific roles** option, and then who should receive the email. \ For example **Student** and **Manual Student** if required.\ \ *Note:* *It is important you select specific roles, not all users visible in the classlist, as this will send the email to all staff and students listed in the space.*

Activity can be triggered on **Login Activity**, **Course Activity** or **Release Conditions**. For example send email on: **Login Activity:** A student has not logged in to VU Collaborate, in the last 6 days.\ **Course Activity**: A student has not accessed the unit space in the last 6 days.\ **Release Conditions**: A student has completed a module, passed a Quiz or not submitted an assessment.

Select if the action will be repeated after **the first time**, or **every time the set criteria have been met.** **Option (a)**: **Take action only the first time the agent's criteria are satisfied for a user.** Select this option if the email is only to be sent once, such as completing a module. **Option (b): Take action every time the agent is evaluated and the agent's criteria are satisfied for a user.** Select this option if the email should be sent every time the condition is met, such as not accessing the unit for 6 days.

Tick to **Send an email** when the criteria are satisfied, and enter email details. - **To:** enter *{InitiatingUser}*, to send the email to students who have met the set criteria (required). - **Email Subject:** enter the email subject, you can use *{OrgUnitCode}* and *{OrgUnitName}* to display the unit code and unit name (I.E. ABC1234 VU Collaborate Essentials).

Write the email message. You can use the replace string **{InitiatingUserFirstName}** with the student’s first name to personalise the email.\ *\ A sample message has been written for you.*\ *"Hi {InitiatingUserFirstName},\ It is great to have you enrolled in {OrgUnitCode}, but we haven't seen you there for some time. Please let us know if you require support in accessing the space."*

**Tip: What replace strings can I use in the subject and message?**\ You can use the following options in the subject line and email message: - {OrgUnitCode} - Unit code. - {OrgUnitName} - Unit name. - {InitiatingUserFirstName} - Student's first name. - {InitiatingUserLastName} - Student's last name. - {InitiatingUserUserName} - Student's full name. See [Replace strings for agents](https://community.d2l.com/brightspace/kb/articles/3496-set-up-intelligent-agents#replace-strings-for-agents) for more options

Ensure that the **Email format** is selected as **HTML.**

When complete, select **Save and Close.**

Congratulations, you now know how to create an Intelligent Agent!