Manage Custom Agents

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Custom Agents allow organizations to extend and personalize the monitoring capabilities of Insights beyond the standard agents provided with the InsideView Insights solution. Organizations can create Custom Agents to find media coverage, business events, and discussions using a set of conditions specific to their sales efforts.

Every organization is different and what represents a significant business event to one may not be important to others. The standard agents included with InsideView Insights provide organizations with the ability to monitor for many common business events across industries and geographies. However, building your own custom agents may provide your team with increased intelligence specific to your organization.

TIP: Effective custom agents can often be "reverse engineered" by finding press releases or other news items that report the type of event you’re interested in. Look at keywords and phrases used and apply these to create a Custom Agent. For example, an article about “encryption” may also discuss “tokenization”. Including this keyword in a custom agent may expand results while maintaining relevance.

Step Description Details
1 Go to Insights User Settings Sign in to your Microsoft Dynamics application. Go to CRM > InsideView Insights > User Settings.

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2 Add Custom Agent  On the Insights User Settings page, select the Company Insights tab to modify or add Custom Agents.

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Click the Add Custom Agent button  to add a new agent.

To create a custom agent read the Managing Custom Agents article in our Knowledge Base.

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