Managing Existing Virtual Agents

Agents that have already been created may be edited or deleted from the list of existing Agents.

From the Build menu on the Cyara Portal, select Agents. The Agents screen will be displayed showing a list of existing Virtual Agents.

Searching for a Virtual Agent

Enter the search string in the Search text box.
Click the Search button. Virtual Agents whose names match the search string will be displayed in the grid.
Click the Reset button to display the original list of Virtual Agents.
Alternatively, you can navigate through the folder structure on the left-hand side of the screen.
Note: A maximum of 10,000 Agents can be returned via a search. Search queries that would potentially return more than 10,000 Agents will only display the first 10,000 results before being cut. Searches that return such a high number of results should be refined further.

To edit an Agent, click the Agent Name link in the grid.
The Edit Agent screen will be displayed. Refer to Creating New Virtual Agents for details about each field.
Make the required changes, and then click Save Details.

To duplicate a Virtual Agent, click on the Virtual Agent's Name, which appears on a link in the grid.
The Edit Agent screen will be displayed as below.
Click the Duplicate Agent button in the top right-hand corner of the Edit Agent screen. This will create a duplicate of the Virtual Agent in the same folder, and then display the duplicate for editing.

Select the Virtual Agent you want to delete, and then click the red trash can icon on the right-hand side of the Agents list. A pop-up message is displayed requesting confirmation of your selection.
If you have confirmed that the selection is correct and you wish to proceed with the deletion, click the Delete icon. Otherwise, click Cancel.

To update an existing Agent-Server configuration for the Account, click each field to modify and make the changes required.
The current Agent-Server relationship details are displayed. If an Agent-Server relationship is currently in use by a Campaign, the Agent-Server used in the relationship cannot be changed.
When all updates have been made, click the Update Relationship button.
After you are done with all the edits, click Save Details to commit your changes.

Note: All Campaigns using the updated Agent-Server relationship will be updated with the new details.

When you delete an Agent-Server relationship, it will not remove the Agent-Server configuration from the Account.

To delete an Agent-Server relationship for the Agent, select the Agent Server row. The Delete icon appears as shown:
Click the Delete icon that appears below the Agent-Server relationship to be deleted. A warning dialog box is displayed requesting confirmation of the deletion.

Note: Deleting an Agent-Server relationship for an Agent will impact existing Campaigns containing the Agent-Server relationship combination. Deleting an Agent-Server relationship that is currently being used by an Agent in a Campaign will remove the Agent from the Campaign.