Agent Product Groups for Text Monitoring for Home Office

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Agent Product Groups for Text Monitoring for Home Office

Admins can now use Agent Product Groups to target Agent Rules to specific product categories. By defining Agent Product Groups, organizations can easily separate rules across distinct therapeutic areas and products. This ensures Agent Rules only run for specific products assigned to the user, which allows for more targeted monitoring and can aid in reducing token usage.

Who can use this feature?

Business Admin Users — Browser
Defining Agent Product Groups
Compliance Reviewers — Browser
Viewing Agent Product Groups
A Vault AI license is required

Configuring Agent Product Groups for

Business Admin Users

To configure this feature:

Ensure Configuring Agentic Text Monitoring for Home Office is complete.
Navigate to Admin > Users & Groups > Permission Sets.
Select the appropriate permission set.
Select Objects.

Grant the following permissions:

Object	Object Permission	Object Types	Fields	Field Permission
agent_rule__v	At least RE	text_monitoring_rule__v	applicable_agent_product_group__v	Edit
monitored_text__v	At least R	agent_monitored_text__v	agent_product_group__v	Read
product__v	CRE	All applicable	agent_product_group__v	Edit

Navigate to Admin > Configuration > Objects > agent_rule__v > Layouts.
Place the applicable_agent_product_group__v field on agent_rule__v layouts assigned to the Text Monitoring Agent Rule object type.
Navigate to Admin > Configuration > Objects > product__v > Layouts.
Place the agent_product_group__v field on applicable product__v layouts.

Compliance Reviewers

To configure this feature:

Ensure Configuring Agentic Text Monitoring for Home Office is complete.
Navigate to Admin > Users & Groups > Permission Sets.
Select the appropriate permission set.
Select Objects.

Grant the following permissions:

Object	Object Permission	Object Types	Fields	Field Permission
agent_rule__v	R	text_monitoring_rule__v	applicable_agent_product_groups__v	Read
monitored_text__v	At least R	agent_monitored_text__v	agent_product_group__v	Read
product__v	R	All applicable	agent_product_group__v	Read

Navigate to Admin > Configuration > Objects > monitored_text__v > Layouts.
Place the agent_product_group__v field on monitored_text__v layouts assigned to the Agent Monitored Text object type.

Defining Agent Product Groups as

Business Admin Users

To define a group of products for association with an Agent Rule, business admin users create Product Catalog records of the type Agent Product Group.

To create an Agent Product Group:

Navigate to the Product Catalog (product__v) tab, or Business Admin > Objects > product__v.
Select Create.
Populate the new Product Catalog record:
- Name — Enter a descriptive Product Name
- Product Type — Select Agent Product Group
Select Save.
Navigate to Business Admin > Objects > agent_product_group__v.
Select Create.
Populate the following fields on the Agent Product Group record to associate products with the group:
- Agent Product Group — Select the appropriate Agent Product Group
- Product — Select the Detail Product, Detail Group, or Detail Topic to associate with the group
- Description — Enter a brief description of the group or products included
Select Save.
Navigate to Business Admin > Objects > agent_rule__v.
Populate the applicable_agent_product_group__v field on the appropriate records. This associates the Agent Rule with a specific Agent Product Group, ensuring that the rule only runs if one of the Applicable Agent Product Groups is found in the user's assigned My Setup Products.