To configure this feature:

1. Ensure Configuring Agentic Text Monitoring is complete.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate Permission Set.
4. Select Objects.

5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   monitored_text__v	CRE	agent_monitored_text__v agent_flagged_phrase__v	issues_found__v reviewer_determination__v reviewer_notes__v	Edit
   			agent_rule__v agent_flagged_phrase__v agent_reasoning__v created_by__v created_date__v displayed_to_end_user__v lifecycle__v stage__sys state__v state_stage_id__sys modified_by__v modified_date__v monitoring_conversation_id__v monitoring_request_id__v monitored_date__v monitored_field__v monitored_object__v parent_monitored_text__v text__v text_last_modified_by__v vault_id_link__v	Read

6. Ensure the following fields are enabled for the appropriate object types:

   • monitoring_request_ids__v on the call2__v object
   • monitoring_request_id__v and displayed_to_end_user__v on the monitored_text__v object

7. Navigate to Business Admin > Objects > AI Settings (ai_settings__v).

8. Set the Text Monitoring Publish Findings (text_monitoring_publish_findings__v) picklist to Issues Only on the appropriate AI Settings records. This value should be selected on AI Settings records for the users whose text inputs are being monitored, typically end users.

Creating an Agent Monitored Text Tab

To provide a dedicated tab for Compliance Monitors to access Agent Monitored Text records:

1. Navigate to Admin > Configuration > Tabs.
2. Select Create.
3. Populate the following fields:

• Tab Type - Object
• Object - Monitored Text (monitored_text__v)
• Object Type - Agent Monitored Text (agent_monitored_text__v)
• Label - Display name for the tab, for example, Agent Monitored Text

4. Select Save.
5. Navigate to Admin > Users and Groups > Permission Sets.
6. Select the appropriate permission set.
7. Select the Tabs tab.
8. Grant View permission to the newly created tab.

Creating a Monitored Text Workflow

Compliance Monitors can create custom lifecycles and workflows on the Monitored Text object to reflect their organization’s compliance monitoring processes. These lifecycles and workflows vary depending on the organization. For more information, see Lifecycles & Workflows on the Vault platform help site.

When building a custom lifecycle and workflow on the Monitored Text object, ensure it works for all functionality relying on this object: Agentic Text Monitoring, Agentic Text Monitoring for Home Office, and Approved Notes, if enabled in the Vault.

Compliance Monitors review agent activity and document their determinations directly in Vault CRM. A Monitored Text record captures the tracked field, the full text at the time of monitoring, the user who modified the text, and whether the results displayed to the end user.

If the agent finds issues after end users revise their original text, a new parent Monitored Text record is generated, linked to the same call report. This allows compliance teams to see a chronological trail of all monitoring events for a given call report.

To review Agentic Text Monitoring findings:

1. Navigate to the appropriate Monitored Text record.
2. Review any child Monitored Text records to examine individual flagged phrases. To navigate to the original call report where the issue was detected, select the Vault Link ID on the Monitored Text record.
3. Select the Edit icon.
4. Select the appropriate value from the Reviewer Determination picklist. By default, the following determinations are available:

• Accepted Agent Finding - Agent finding is accurate
• False Positive - Agent incorrectly flagged an issue

5. Enter details in the Reviewer Notes field to document the decision.
6. Select Save.

If a lifecycle or workflow is available for the Monitored Text object, Compliance Monitors can advance the record through the lifecycle or workflow according to their organization’s compliance monitoring processes. These lifecycles and workflows vary depending on the organization. For more information on using lifecycles and workflows, see Lifecycles & Workflows on the Vault platform help site.