1. On a unit navbar, click Unit Admin.
2. Click Intelligent Agents.
3. On the Agent List page, click New.
4. On the New Agent page, enter a name.
5. Expand the Edit Description label and enter a description.
6. If you want the agent to be active, select the Agent is enabled check box.
7. Under Criteria > Role in Classlist, do one of the following:
   • If you want the intelligent agent to be applicable to all roles in the Classlist, select the All users visible in the Classlist check box.
   • If you want the intelligent agent to be applicable to select roles, select the Users with specific roles check box and select the respective roles.
8. If you want your agent to target users' login habits, under Criteria > Login Activity, enter your criteria. Note: Login activity refers to logins at the platform level.
9. If you want your agent to target users' unit habits, under Criteria > Unit Activity, enter your criteria.
10. If you want your agent to run when a specific existing condition has been met, under Criteria > Release Conditions, click Attach Existing. Select the check box for any condition you want to attach and click Attach.
11. If you want your agent to run when a specific new condition has been met, under Criteria > Release Conditions, click Create and Attach. Select a Condition Type from the drop-down list. Complete any additional Condition Details that appear and click Create.
12. Under Actions > Repetition, select how often you want the agent to take action.
13. If you want the agent to send an email when the set criteria are satisfied, under Actions > Send an Email, select the Send an email when the criteria are satisfied check box and enter your email details and relevant attachments.
14. If you want to schedule how frequently Connect evaluates the agent criteria, under Scheduling, select the Use Schedule check box. Click Update Schedule and set your scheduling details. Note: Scheduled intelligent agents stop running and are automatically disabled if the unit is inactive, past its end date, or deleted. You can still set up a practice run or a manual run of an intelligent agent at any time in a unit with a passed end date.
15. Click Save and Close.

Watch how to create an agent