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Open the Sales Qualification Agent settings

[This article is prerelease documentation and is subject to change.]

Open the Sales Qualification Agent settings to configure or manage the Sales Qualification Agent.

Important

  • This is a preview feature.
  • Preview features aren’t meant for production use and might have restricted functionality. These features are subject to supplemental terms of use, and are available before an official release so that customers can get early access and provide feedback.

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.

    Screenshot of the Sales Qualification Agent settings home page.

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

  4. To create an agent:

    1. Select Create.
    2. In the Sales Qualification Agent section, select Choose.
    3. Select the automation level—Research or Engage based on your requirement.

  5. To edit or deactivate the agent, in the AI agents page, select the agent name.