Agent Guidance Core User Guide

Please email support@creovai.com for omissions or errors.
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General Settings

 
The General Settings provide generic feature management, allowing settings to be configured at a System-wide level. Options configured here will affect all Users, but many options can be overridden at a more granular level by setting them for specific Groups or Users.
 
General Settings
 
 
1

Email Connector

1. Email Connector
 
It is possible to specify an Email SMTP (Outgoing) or Email O365 (Outgoing) Connector that will be used as the default wherever a specific Connector hasn't been provided wherever an email has been queued within Agent Guidance, such as from Email Fields or via JavaScript.
 
This will also be used for system emails, such as sending out password reset emails.
 
2

Culture/Language

2. Culture/Language
 
The culture/language drop down list selection will determine the language and date format of your Agent Guidance System.
 
If you need additional language options, please contact your Agent Guidance vendor.
 
3

Refresh Frequency of RSS Feeds

3. Refresh Frequency of RSS Feeds
 
Set a default length of time (in minutes) between the main menu's RSS news feed being checked.
 
4

RSS News Feed URLs

4. RSS News Feed URLs
 
Any RSS news feed URLs entered here will display in the main menu centre screen.
 
If left blank or if there is no content in the selected feeds, the Creovai logo will be displayed:
 
 
5

Show Full Errors

5. Show Full Errors
 
If enabled, Agent Guidance will show full error messages (for example, including full stack trace code) should an error be encountered. It is recommended that this is only switched on for development Systems, or if providing information to the helpdesk.
 
6

Spoof Domain

6. Spoof Domain
 
If Agent Guidance is being run in an iframe (not in a standalone browser tab/window), a domain can be set here to allow cross-communication between Agent Guidance and the parent frame without triggering cross-domain JavaScript restrictions.
 
7

Visible Database List

7. Visible Database List
 
If populated, only the databases listed will be offered in the Import or Datasource wizards.
 
8

Visible Server List

8. Visible Server List
 
If populated, only the database servers listed will be offered in the Import or Datasource wizards.