- Adding an Intelligent Agent
- Performing a Practice Run
- Running an Intelligent Agent Manually
- Adding an Intelligent Agent Category
- Categorizing Intelligent Agents
- Editing Intelligent Agent Categories
- Deleting Intelligent Agent Categories
- Using Replace Strings for Intelligent Agents
- Enabling or Disabling an Intelligent Agent
- Deleting an Intelligent Agent
- Duplicating an Intelligent Agent
- Editing an Intelligent Agent
- Bulk Editing Intelligent Agents
- Exporting the Results of an Intelligent Agent Run
Intelligent Agents are customizable messages that are automatically emailed to individual students when
they fulfill a particular task in D2L Brightspace. For example, an instructor may choose to set an intelligent agent to let a
student know when they have missed a deadline on an assignment. Intelligent Agents can help boost engagement with your students and help you monitor course activity.
For more information about using Intelligent Agents in Brightspace, see the D2L documentation on Using intelligent Agents. |
NOTE: Intelligent agents can be imported, exported, and copied between courses. Imported Intelligent Agents will be inactive by default and must be manually enabled. The import/copy function will replicate all associated settings and restrictions except for Release Conditions, which require the additional “Release Conditions” option to be selected as well. If these Release Conditions are related to the Classlist (e.g., course enrolment, group enrolment, etc), these conditions will not become associated with the new course when copied. In any case, it is always a good practice to double check and adjust your settings before activating them. For more information, refer to our support site on Import/Export/Copy Components. |
Adding an Intelligent Agent |
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Your Intelligent Agents will now appear on the Agent List, and you can see the date and time when they last sent reminders and to how many users. See the video tutorial below for an overview of creating an intelligent agent:
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Performing a Practice Run |
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Perform a practice run to view the results of an intelligent agent without notifying your students.
See the video tutorial below for an overview of performing a practice run: |
Running an Intelligent Agent Manually |
Agents are typically set up to run automatically as long as you have enabled a schedule in your agent settings, but you also have the option to manually run the agent if no schedule has been set.
See the video tutorial below for an overview of how to manually run an intelligent agent: |
Adding an Intelligent Agent Category
Categories are useful for organizing and sorting your Intelligent Agents.
To add an Intelligent agent:
- Log in to Brightspace with your MyCarletonOne credentials.
- On the Brightspace homepage, locate your course in one of the following ways:
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- Click on the course tile under the My Courses widget.
- Click the Course Selector Grid
and select the course from the drop-down menu. If you are enrolled in more than 20 courses, you can search for the course name using the search bar.
-
- In the navbar, click Tools.
- In the drop-down menu, select Intelligent Agents.
- Click Edit Categories.
- Click Add Category.
- In the Create Category pop-up window, enter a Name for the category.
- Click Create.
Categorizing Intelligent Agents
TIP: You can use the Bulk Edit feature to categorize multiple intelligent agents simultaneously. |
To categorize an Intelligent Agent:
- Log in to Brightspace with your MyCarletonOne credentials.
- On the Brightspace homepage, locate your course in one of the following ways:
-
- Click on the course tile under the My Courses widget.
- Click the Course Selector Grid
and select the course from the drop-down menu. If you are enrolled in more than 20 courses, you can search for the course name using the search bar.
-
- In the navbar, Click Tools.
- In the drop-down menu, select Intelligent Agents.
- Click the arrow next to an Intelligent Agent and select Edit from the drop-down.
- Under Category, select a category from the drop-down menu.
- Click Save and Close.
Editing Intelligent Agent Categories
- Log in to Brightspace with your MyCarletonOne credentials.
- On the Brightspace homepage, locate your course in one of the following ways:
-
- Click on the course tile under the My Courses widget.
- Click the Course Selector Grid
and select the course from the drop-down menu. If you are enrolled in more than 20 courses, you can search for the course name using the search bar.
.
- In the navbar, Click Tools.
- In the drop-down menu, select Intelligent Agents.
- Click Edit Categories.
- You will be taken to the Edit Categories page.
- To edit a category name – Click a category name and then type the new name. Click outside the text box or click enter on your keyboard to save your changes.
- To edit the Sort Order – Click a number under the Sort Order column to adjust the order of the category list. (Type 1 for the category that will appear first in the list, 2 for the category that will be listed second, etc.)
Deleting Intelligent Agent Categories
- Log in to Brightspace with your MyCarletonOne credentials.
- On the Brightspace homepage, locate your course in one of the following ways:
- Click on the course tile under the My Courses widget.
- Click the Course Selector Grid
and select the course from the drop-down menu. If you are enrolled in more than 20 courses, you can search for the course name using the search bar.
- In the navbar, Click Tools.
- In the drop-down menu, select Intelligent Agents.
- Click Edit Categories.
- You will be taken to the Edit Categories page. Click the checkbox to select the category you wish to delete.
- Click the Delete Categories icon (trash can).
- You will be prompted to confirm that you want to delete the selected categories. Click Yes.
Using Replace Strings for Intelligent Agents
See Creating Replace Strings within the Intelligent Agents Tool for more information.
Enabling or Disabling an Intelligent Agent
Intelligent Agents can be enabled or disabled. If an agent is disabled, it will not run automatically, even if a schedule has been set.
- Log in to Brightspace with your MyCarletonOne credentials.
- On the Brightspace homepage, locate your course in one of the following ways:
-
- Click on the course tile under the My Courses widget.
- Click the Course Selector Grid
and select the course from the drop-down menu. If you are enrolled in more than 20 courses, you can search for the course name using the search bar.
-
- In the navbar, click Tools.
- In the drop-down menu, select Intelligent Agents.
- Click the checkbox next to the Intelligent Agent(s) you wish to enable/disable.
- Click Enable or Disable.
- A disabled agent will be marked with the disabled icon
. An enabled agent will have no icon.
Deleting an Intelligent Agent
- Log in to Brightspace with your MyCarletonOne credentials.
- On the Brightspace homepage, locate your course in one of the following ways:
-
- Click on the course tile under the My Courses widget.
- Click the Course Selector Grid
and select the course from the drop-down menu. If you are enrolled in more than 20 courses, you can search for the course name using the search bar.
-
- In the navbar, click Tools.
- In the drop-down menu, select Intelligent Agents.
- Click the checkbox next to the Intelligent Agent(s) you wish to delete.
- Click Delete.
- Click Ok in the confirmation pop-up.
- The agent is now deleted.
Duplicating an Intelligent Agent
- Log in to Brightspace with your MyCarletonOne credentials.
- On the Brightspace homepage, locate your course in one of the following ways:
-
- Click on the course tile under the My Courses widget.
- Click the Course Selector Grid
and select the course from the drop-down menu. If you are enrolled in more than 20 courses, you can search for the course name using the search bar.
-
- In the navbar, click Tools.
- In the drop-down menu, select Intelligent Agents.
- Click the action menu (arrow) next to the Intelligent Agent you wish to duplicate.
- Click Copy.
- A copy of the agent has now been created, and will appear at the bottom of the list. The copied agent will be disabled by default.
Editing an Intelligent Agent
- Log in to Brightspace with your MyCarletonOne credentials.
- On the Brightspace homepage, locate your course in one of the following ways:
-
- Click on the course tile under the My Courses widget.
- Click the Course Selector Grid
and select the course from the drop-down menu. If you are enrolled in more than 20 courses, you can search for the course name using the search bar.
-
- In the navbar, click Tools.
- In the drop-down menu, select Intelligent Agents.
- Click the agent’s name to open the Edit Agent page.
- Make any necessary changes.
- Click Save and Close.
- Click Ok in the confirmation pop-up. The changes are saved.
NOTE: Changes to an agent will only apply to future runs of the intelligent agent. It will not alter the results of any previous runs. |
Bulk Editing Intelligent Agents
You can edit multiple Intelligent Agents simultaneously with the Bulk Editing feature. Using Bulk Edit, you can edit agent names, categories, and enable/disable agents.
- Log in to Brightspace with your MyCarletonOne credentials.
- On the Brightspace homepage, locate your course in one of the following ways:
-
- Click on the course tile under the My Courses widget.
- Click the Course Selector Grid
and select the course from the drop-down menu. If you are enrolled in more than 20 courses, you can search for the course name using the search bar.
-
- In the Navbar, click Tools.
- In the drop-down menu, select Intelligent Agents.
- Click the checkboxes next to the agents you want to bulk edit. If you want to edit the dates for all agents, select the top checkbox next to Agent.
- Click Bulk Edit.
- You can now edit the following on the Agent Bulk Edit page:
- Edit an Agent Name – Click the agent name and then type your new title.
- Edit an Agent Category – Select a category from the drop-down menu in the Category column.
- Enable or Disable an Agent – Click the toggle in the Enabled column to enable/disable an agent. The toggle will appear blue
when enabled and grey
when disabled.
- When you are finished editing, click Save and Close.
Exporting the Results of an Intelligent Agent Run
The list of users identified by an intelligent agent’s run can be downloaded in a .csv file. This can be helpful when managing large classes to generate a list of students that meet set criteria (determined by release conditions, if needed).
- Log in to Brightspace with your MyCarletonOne credentials.
- On the Brightspace homepage, locate your course in one of the following ways:
-
- Click on the course tile under the My Courses widget.
- Click the Course Selector Grid
and select the course from the drop-down menu. If you are enrolled in more than 20 courses, you can search for the course name using the search bar.
-
- In the navbar, click Tools.
- In the drop-down menu, select Intelligent Agents.
- Click the action menu (arrow) next to the Intelligent Agent you wish to duplicate.
- Click Export History.
- Click the Include Practice Runs checkbox to include the results from practice runs.
- Click the From This Date and To This Date selection boxes to set the date range to export.
- Click Export. Depending on the server load and size of the file, the page may load for a few minutes.
- Click the name of the file to download the .csv file.
- Click Intelligent Agents in the breadcrumb trail to return to the intelligent agent tool page.
NOTE: The .csv file is only available in one format and may include additional information not relevant to your needs. Perform a practice run and export the agent history early on in your course to ensure the file suits your needs. |
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