Activating or Deactivating a Flex Instruction

Note:

This feature is part of the Certinia Early Adopter Program. This program is only available to a limited number of customers. For more information, contact your Certinia Account Team.

Only an administrator can activate or deactivate a flex instruction. An agent can have only one active instruction at a time. For information about what flex instructions do and how an agent applies them, see Flex Instructions Overview.

Prerequisites

To manage flex instructions, you must have access to the Flex Instruction object and its fields, and the Flex Instructions page must be visible to you. Your administrator grants this access through the AI Connector - Manage Flex Instructions permission set. For more information, see Creating the Flex Instructions Permission Set.

The Flex Instructions page lists every agent configured in your org, including headless agents that have no chat interface. The ability to write an instruction for an agent comes from Create, Edit, and Delete access on the Flex Instruction object, not from access to that agent.

To activate or deactivate a flex instruction:

1. Open the Flex Instructions page from the App Launcher.
2. From the Agent drop-down, select the agent whose instruction you want to review.
3. View the instruction that you want to activate or deactivate.
4. Activate the agent. You do not need to click Edit or Save because the change saves immediately.

If you try to activate an instruction that has no instruction text, the toggle reverts and an error message displays. Enter the instructions before you activate the instruction.