Working with XTM Agent
Important
You can only communicate with XTM Agent by sending messages.
XTM International does not send any client data to LLMs for training purposes. For more information about privacy and security, visit XTM's Security and Legal Center at https://xtm.cloud/security-trust-center/.
Warning
XTM Agent is an AI-driven feature. Its responses can contain incomplete, inaccurate, or incorrect information (often referred to as hallucinations). Ensure that you double-check XTM Agent's responses and recommendations.
To leverage the power of XTM AI Copilot, use the XTM Agent chat box. If it is not yet displayed in your current XTM Cloud tab screen, open it. For details, see Opening the XTM Agent chat box.
Messages
Communication with XTM Agent is based on prompts written in natural language, referred to as messages.
Right after you open the XTM Agent chat box, you see a list of suggested messages. You can use them to converse with XTM Agent. To do so, select the required message. If required, you can edit a suggested message before sending it to XTM Agent. To do so, select the copy icon 
to the right of the relevant message suggested message text. You can now paste the message in the text field at the bottom of the XTM Agent chat box, where you can edit it. To send the message, select the arrow right icon 
to the right of the text field. Alternatively, press the Enter button on your keyboard.
To see more predefined messages, in the XTM Agent chat box, select the More suggestions 
button below the displayed suggestions. To hide additional suggestions, select the 
Back button in the top left-hand corner of the XTM Agent chat box.
You can also write your own message instead of using one of the predefined ones. To do so, in the XTM Agent chat box, select the Ask me... text field and start typing. There is no limit to the character or word count in a message. You can write complex messages that, for example, contain multiple criteria for XTM Agent to check. To send your message, select the arrow right icon to the right of the text field. Alternatively, press the Enter button on your keyboard.
You cannot send a new message until XTM Agent has responded to your previous one.
If required, you can stop XTM Agent from generating a response. You might do this, for example, if you have made an error in your message and you expect that the agent might misunderstand you. To do so, select the stop icon 
on the right-hand side of the text field. For details, see Stopping an XTM Agent response.
You can check the total number of messages sent so far, in the current month, by all users who work with XTM Agent in your XTM Cloud instance. To do so, in the XTM Agent chat box, look at the message counter in the bottom right-hand corner. It is identified by the message counter icon 
. Hover over the icon to see more details, such as your monthly message allowance.
XTM Agent's capabilities
You can use XTM Agent to help you with many of your daily challenges:
XTM Cloud product support. For example, you can ask it how to assign Linguists to jobs in the Beta Workflow Editor. In response, XTM Agent not only summarizes XTM Cloud's end-user resources but also provides links to useful topics.
XTM Agent also offers many premium features for users with the Project Manager role. Contact your customer success manager to unlock them. Alternatively, visit our Product upgrades website.
Project prioritization. For example, you can ask XTM Agent to list the most urgent projects that require your immediate attention today.
Project listing. For example, you can ask XTM Agent it to list all projects that have been created this year for a specific customer and have any variant of Chinese as a target language. In the XTM Agent chat box, you will see a list of all projects that meet these criteria and links to these projects. However, it will not adjust the Projects > Project list view that you see in the XTM Cloud user interface.
Checking project status. For example, you can ask it to list projects that have been created in the last 14 days and have not yet been started.
Linguist assignments. You can ask XTM Agent to:
check if all tasks have been assigned to Linguists. For example, you can ask it if there are any unassigned jobs in the in-progress projects.
suggest internal Linguists for the unassigned jobs. The list provided by XTM Agent contains Linguists who have the required access rights: language combinations, customer, subject matters, and step access.
assign internal Linguists to unassigned jobs. To do so, provide XTM Agent with the names or usernames of Linguists whom you want to assign to the required projects. If either you or the Linguist that you are trying to assign lack the required access (to customer, project, language combinations or step), XTM Agent will not perform the assignment and inform you about the reason.
unassign internal Linguists from jobs. To do so, provide XTM Agent with the names or usernames of Linguists whom you want to unassign from the required projects. If you lack the required access (to customer, project, language combinations or step), XTM Agent will not perform the requested action and inform you about the reason.
override an existing assignment with internal Linguists. To do so, provide XTM Agent with the names or usernames of Linguists whom you want to assign to projects instead of already assigned users. If either you or the Linguist that you are trying to assign lack the required access (to customer, project, language combinations or step), XTM Agent will not perform the assignment and inform you about the reason.
Important
XTM Agent is not yet able to suggest or assign user groups or LSPs.
XTM Agent cannot assign Linguists to projects that are still being analyzed or have been archived, auto-archived, or deleted.
XTM Agent cannot assign Linguists to bundles in a project. It can only assign them to jobs and workflow steps.
Checking due dates. For example, you can ask it if there are any projects created in the last month that have a due date in the next 2 days.
Checking translation progress. For example, you can ask it to inform you about the translation progress of a particular project.
If your message goes beyond XTM Agent's current support capabilities, XTM Agent will inform you. When it occurs, you can try to reformulate your request or ask XTM Agent how it can help you.
Analysis
XTM Agent analyzes projects on the basis of these project details, if available:
Due dates.
Weighted word count (WWC).
Word count.
Workflow assignments.
Project progress.
Workflow status.
Project Manager.
Project creator.
If you do not specify the date range, XTM Agent will only analyze projects that are active and have been created during the last 14 days. You can also ask XTM Agent about historical data, for example, to analyze projects created in the past 12 months. However, in any case, the maximum number of projects that XTM Agent analyzes is the 100 newest projects that meet your criteria. If you do not specify how many projects are to be listed, XTM Agent will only display 5 projects that meet the required criteria.
XTM Agent analyzes Linguist availability for projects based on their:
access to the customer for whom the project in question has been created.
access to the subject matter for which the project has been created.
access to the language pair to which you want to assign a Linguist.
access to the workflow step type to which you want to assign a Linguist.
current assignments: XTM Agent will check Linguists' current assignments and, if possible, suggest those with the lowest number of current projects.
Responses
XTM Agent's responses are NOT counted as messages.
XTM Agent responds by giving you short answers and, when possible, includes direct links to the relevant projects. If you need a more detailed answer, keep asking. XTM Agent learns from your interactions.
Once you send a message, in the XTM Agent chat box, you only see your message and XTM Agent's response. You can now continue sending messages, as described above.
If required, you can copy XTM Agent's response. For details, see Copying XTM Agent responses.
Even if you move to a different XTM Cloud tab screen, from the one that has been displayed while you have been sending messages to XTM Agent, your conversation history will still be displayed. The conversation history will also be retrieved when you minimize the XTM Agent chat box (for details, see Minimizing the XTM Agent chat box) and reopen it (for details, see Opening the XTM Agent chat box). The conversation history is also retained when you move the XTM Agent icon to a different location on the screen (for details, see Moving XTM Agent to a different location on the screen). The same happens when you hide the XTM Agent icon (for details, see Hiding the XTM Agent icon). Your current conversation history is only cleared when you log out of XTM Cloud or use the option to clear the history (for details, see Clearing the XTM Agent conversation history).