Open the Sales Opportunity Agent settings page

Open the Sales Opportunity Agent settings to configure or manage the agent.

Follow these steps:

1. In the Sales Hub app, go to Change area in the lower-left corner of the page and select App Settings.

2. Go to General settings > Dynamics 365 AI hub.

   

3. In the Agent manager section, select Create and manage agent.
   The AI agent page opens.

4. To create an agent:

   1. Select Create. The create an agent dialog opens.
   2. In the Sales Opportunity Agent section, select Choose.

   Note

   You can't create more than one Sales Opportunity Agent. If an active agent of the same type already exists in your organization, the option to create the agent is inactive.

   

5. To edit or deactivate the agent, in the AI agents page, from the list of agents, select the name of the Sales Opportunity Agent.

Next step

Configure requirements for Sales Opportunity Agent

Related information

• Set up and configure the Sales Opportunity Agent
• Manage Sales Opportunity Agent