Note
Access to this page requires authorization. You can try signing in or changing directories.
Access to this page requires authorization. You can try changing directories.
Open the Sales Qualification Agent settings to configure or manage the Sales Qualification Agent.
Follow these steps:
In the Sales Hub app, go to Change area in the lower-left corner of the page and select App Settings.
Go to General settings > Dynamics 365 AI hub. If you have trouble finding or accessing the AI hub, it might be due to permission restrictions. To learn more, see Access Dynamics 365 AI Hub.
In the Agent manager section, select Create and manage agent.
If you're creating an agent for the first time, the Prerequisites page opens, displaying the list of prerequisites required to create and use AI agents in Dynamics 365 Sales. Learn more in Prerequisites applicable to all Sales agents.To create an agent:
- Select Create.
- In the Create an AI agent dialog, under Sales Qualification Agent, select Choose.
- Select the automation level for the agent. Research is selected by default and is non-editable. You can add engage capabilities to the agent by selecting Engage. Learn more about the capabilities in Sales Qualification Agent modes.