Copilot in DvSum DI Application – Help Center

Configuring Tools and Agents for Unified Workflow Management in DvSum DI

Overview

This article guides you through configuring tools and agents in DvSum Data Intelligence (DI), including its built-in Copilot, to streamline data analysis, enhance troubleshooting, and unify workflow management using agents and tools. This article covers the following topics:

Creating REST API as a Source
Setting Up Tools and Agents
- Creating a Tool
- Creating an Agent
Analyzing Customer Data
- Tool Selection Logic
- Insights and Analysis
Enhanced Features
- Unified Workflow Management
- Intent-Based Tool Selection
- Chat Preferences
Managing Access to Share Tools and Agents
- Sharing Agents with other users:
- Sharing Tools with other users:
- Agent Edit Mode - Available Tools Access

1. Creating a REST API Source

From the Home screen, navigate to Administration → Data Sources.
Click on the "⊕ Add Source" button.
Select Rest API as the data source type.
Provide a name for the source and save it.

This sets up the REST API as the foundation for integrating tools and agents within the workflow system.

2. Setting Up Tools and Agents

In DvSum Data Intelligence (DI), Tools and Agents work together to create a seamless and efficient workflow. An Agent acts as a unified interface, intelligently routing your questions to specialized Tools based on the context and intent of the conversation. Tools, on the other hand, enable specialized configurations that seamlessly integrate with agents, enhancing functionality and precision. This setup ensures a streamlined approach to data analysis, troubleshooting, and workflow management.

Creating a Tool

Navigate to the AI Agents tab inside REST API source detail page.
Click on the 'Create' button and select the 'Tool' option.
From the Definition tab configure the prompts as needed, upload the workflow JSON file, click the "Done" button, and save the tool.
To test the created tool, navigate to the Test Tool tab and click the "Create a Test Agent" button. This will automatically create a Test Agent, allowing you to query different customer IDs and troubleshoot scenarios.

Once the Test Tool is created, user can perform customer analysis and troubleshooting, as shown below.

Creating an Agent

Navigate to the AI Agents tab inside REST API source detail page.
Click on the 'Create' button and select the 'Agent' option.
From the Definition tab of the Agent, click on "Limit to Specific Tools" to select the available tools to connect with the agent and save the configuration. Note that if you select more than one tool, the "Tool Selection Logic" field in the Prompt Configuration section on the right will become mandatory. The user would need to explain each selected tool in this field and specify the logic for determining which tool will be selected.

Agents can connect to multiple tools, enabling unified management of workflows (e.g., HFC and FTTH) in a single chat. The Definition Tab lists all connected tools, and users can manage these by clicking Edit to add or remove tools as needed.

3. Analyzing Customer Data

Tool Selection Logic

The system automatically identifies the appropriate tool based on customer data attributes. Below is an example of tool selection logic when one HFC tool and one FTTH tool are selected:

8-digit customer IDs trigger the HFC tool.
12-digit customer IDs trigger the FTTH tool.

For instance, if the entered customer ID contains 8 digits, the system will use the HFC tool to analyze the data. Conversely, if the customer ID contains 12 digits, the system will use the FTTH tool accordingly.

Insights and Analysis

Navigate to the "Train Agent" interface.
Input the customer ID to initiate the data analysis. The agent will automatically use the appropriate workflow to generate results.

The results will include:

Key facts
Observations
Recommendations

These insights are presented in structured grids, allowing users to explore technical details or revisit workflows for deeper analysis.

4. Audience-Based Response Customization

Copilot provides users with flexible options to customize how analysis and insights are displayed, ensuring responses align with varied needs.

Response Options Available:

Default: Provides comprehensive technical details ideal for advanced troubleshooting and technical workflows.
Simplified: Offers concise and actionable insights, perfect for team members or call center staff requiring core information.
Customer Facing: Delivers clear and summarized insights, tailored for customer interactions and non-technical audiences.

Users can adjust preferences via Chat Preferences in My Settings.

Once selected, responses are automatically tailored to the chosen format, with an option to expand for additional details if needed.

Navigate to My Settings from the top navigation bar.

In My Settings, go to Chat Preferences.

Under Default Response Type, select the desired audience-based response customization.

5. Managing Access to Share Agents and Tools

Sharing Agents with other users:

Sharing agents in DvSum DI is a straightforward process that enables collaboration while maintaining control over access levels. This can be achieved through the Manage Access option available in the Definition tab of the agent.

Steps to Share an Agent:

Navigate to the "Definition" Tab of the Agent:
Open the desired agent and switch to the Definition tab. Here, you'll find the Manage Access option. Click on it to proceed.
Open the Manage Access Modal:
Enter the name of the user in the modal's input field to share the tool.
Select Access Permissions:
Once the user is selected, choose the desired access level from the dropdown menu:
- Chat Only Access:
  - Grants the user permission to interact with the agent through the Talk to Your Data feature.
  - The user will not be able to edit or modify the agent in any way.
- Edit Access:
  - Provides full access to edit the agent's configuration and settings.
  - Additionally, the agent will be available to the user in Talk to Your Data for interaction.
Confirm Sharing:
After selecting the appropriate access level, click the Share button to finalize the sharing process.

Sharing Tools with other users:

Steps to Share a Tool:

Navigate to the "Definition" tab of the Tool:
Open the desired Tool and switch to the Definition tab. Here, you'll find the Manage Access option. Click on it to proceed.
Open the Manage Access Modal:
A modal window will appear. In the input field, enter the name of the user with whom you want to share the Tool.
Select Access Permissions:
Once the user is selected, choose the desired access level from the dropdown menu:
- View Only Access:
  - The user will only be able to view the tool and will not have permission to edit or modify it in any way
- Edit Access:
  - Allows users to fully edit the agent's configurations and settings.
    
    Note: Tools will not appear in Talk to Your Data even after they are shared. This feature is exclusive to agents.
Confirm Sharing:
After selecting the appropriate access level, click the Share button to finalize the sharing process.

Agent Edit Mode - Available Tools Access

When an agent is opened in edit mode, the Available Tools section will display:

Tools for which the logged-in user has edit or view access.
Tools created by the logged-in user (as the creator/author).