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Use Clerked Agent

Clerked Agent appears only when your company has the feature turned on and your role has the permission shown to administrators as Use Mod Agent. If you cannot find Clerked Agent in the navigation, one of those two access requirements is missing.

Who can do this​

Users whose current company has the Clerked Agent capability and whose company role includes Use Mod Agent.

Current permission label

The page is named Clerked Agent, but the permission in the role editor is still named Use Mod Agent.

Ask Clerked Agent​

  1. Select Clerked Agent in the left navigation.
  2. Enter a question in the Ask Clerked Agent composer under What should we look at?
  3. Select the upward-arrow button at the right of the composer, announced as Send message.
  4. Read the response and any records or charts it provides.

You can also select Look at metrics, Query your data, or Create a chart to place a suggested question in the composer. Review or edit the question before sending it.

What you should see​

While a response is in progress, the composer says Clerked Agent is answering. The conversation remains on the page so you can read the answer and ask another question after it finishes.

If something goes wrong​

  • If the page says Clerked Agent is not available, the current company or role cannot use the page. Ask an administrator to check the company capability and Use Mod Agent permission.
  • If a response says Clerked Agent could not finish that response, try the question again or make it narrower.
  • If Clerked Agent is missing from the navigation, switch to the intended company before asking an administrator to change access.

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