Use Admin > Settings > AI to manage Ask Yarken availability, conversation controls, name resolution, Automation notification settings, Agent Sandbox, and Action Types. Agent configuration and workflow building are under Admin > AI Studio.
Open AI settings
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Open Admin > Settings.
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Under AI, choose the setting you need.
AI Settings menu
|
Setting |
Use it for |
Guide |
|---|---|---|
|
Ask Yarken |
Availability, organization context, conversation context, ambiguous matches, and file attachments |
|
|
Automations |
Notification recipients and permitted recipient domains for Automation messages |
|
|
Agent Sandbox |
Sandbox controls for supported agent execution features |
|
|
Lookup Search |
Dimension index used to resolve vendors, applications, accounts, and other names in questions |
|
|
Action Types |
Finding categories, payload fields, card content, owners, and repeat-finding matching |
Set up Action Types before raising findings
For a workflow that assigns AI findings to people, begin at Admin > Settings > AI > Action Types. Choose one of six Shapes and define required fields, card display, owner, and Lifecycle matching. Then open Admin > AI Studio > Automations, create a producing Automation with Raise an action, and map Action Type fields. To continue work when recipient selects Act on this, configure a second Automation using On app event > An action is accepted and the matching Action Type.
AI Studio configuration
For other AI features, open Admin > AI Studio. Use Configure for Specialists, Data Sources, and Skills; Orchestrate for Playbooks and Automations; Knowledge for document-based Knowledge Base; Channels for Copilots; and Observe for AI request Insights.
Dashboard AI Narrative is managed as a Copilot under Admin > AI Studio > Channels > Copilots.
Check changes
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Save the relevant setting.
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Use an eligible user account to verify feature availability.
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Test with a representative Ask Yarken question or Automation run.
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Review permissions, sources, and the generated result.
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