After an Agent is created, it appears in a list on the main Agents page. From this page, you can manage all the Agents you have access to. Snippet showing the options to manage an agent To manage an individual agent, locate it in the list and click the three-dot menu (…) under the Actions column. A dropdown menu will appear with the following options:
  • Share: Allows you to share the Agent with other users for collaboration.
    • Manage access: grant Editor or Viewer access for that agent.
    • Manage general access: share it with everyone in your organization. Snippet showing the share modal
  • Test: Manually runs the Agent’s entire workflow. The Agent will evaluate its trigger (if enabled) and, if the conditions are met (or if the trigger is disabled), run the full analysis and send a notification.
    A notification is only sent if the trigger criteria are satisfied.
    Once you get the notification, you will be able to:
    • View in WisdomAI: it takes you to the chat window.
    • View Agent: it takes you to the agent configuration page.
Snippet showing the email notification when the agent performs the analysis
  • Edit: Opens the configuration form, allowing you to modify the Agent’s name, trigger, work description, or schedule.
  • Delete: Permanently removes the Agent. This action cannot be undone.

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View Previous Runs

You can view a detailed history of every time an agent has run. This log is useful for auditing and debugging an agent’s behavior over time.
  1. To see the log, find your agent on the Agents page and click the Previous Runs link in its corresponding row.
  2. This will take you to the Previous Runs page, which displays a timeline of all past executions. Each entry in the log shows the status of the agent’s key stages:
StageDescription
WAKE UPConfirms the agent started at its scheduled time.
EVALUATIONShows whether the trigger criteria were met.
ANALYSISConfirms if the analysis was completed successfully.
NOTIFICATIONShows if the notification was sent successfully or if there was an error.
  1. If an analysis was successfully generated, you can click the View Conversation button within the ANALYSIS step. This will take you to the specific conversation where you can inspect the detailed results and the exact query that was run for that execution.
Gif showing the Previous Runs

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Use Deep Analysis with an Agent

You can have an Agent run its analysis using the Deep Analysis feature. When you enable Deep Analysis for an Agent, it performs a more thorough analysis by exploring multiple aspects of the data and providing comprehensive insights. This process may take longer but yields more detailed results.
  1. When creating or editing an Agent, enable the Deep Analysis toggle.
  2. When the Agent runs, it will automatically generate and execute a multi-step analysis plan based on your work description. You will not be prompted to approve the plan; it will run automatically.
To learn more about this functionality, read the Use the Deep Analysis Functionality article.
Snippet showing the Deep Analysis toggle enabled

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Next steps

Now that you know how to manage your agents, you can try the following: