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XTM Cloud 26.2

Activating XTM Agent at global level

As a user with the XTM Cloud Administrator role, you can activate XTM Agent at global level. When you do so, users with the Project Manager role can leverage the agent's XTM Cloud product-specific support free of charge. For example, they can ask XTM Agent how to create a project or what a specific setting does. If you are on a paid plan, users with the Project Manager role in your XTM Cloud instance are entitled to use XTM Agent premium features (for details, see Working with XTM Agent).

Procedure. To activate XTM Agent at global level:

  1. Select Configuration > Settings > AI Control Center > Features.

  2. In the Features tab screen, in the XTM Agent section, select the Manage button.

    Result: the XTM Agent pane is displayed on the right-hand side of the Features tab screen.

  3. Select the Activate button in the bottom right-hand corner of the XTM Agent pane.

    Result: the XTM Agent is active in your XTM Cloud instance. As a confirmation, in the bottom left-hand corner of the XTM Agent section, you see the Activated black_circle_checkmark.svg label.

    If you are on the free plan, you see Free in the top right-hand corner of the XTM Agent section. Users with the Project Manager role in your XTM Cloud instance can now leverage the agent's product-specific support free of charge. For example, they can ask XTM Agent how to create a project or what a specific setting does.

    If you are on a paid plan, users with the Project Manager role in your XTM Cloud instance are entitled to use XTM Agent premium features (for details, see Working with XTM Agent).

    In both cases, users with the Project Manager role see the XTM Agent icon xtm_agent.svg, which by default is displayed in the bottom right-hand corner of every XTM Cloud tab screen. They need to select the icon to open the XTM Agent chat box (for details, see Opening the XTM Agent chat box) and start leveraging its capabilities (for details, see Working with XTM Agent).

    If required, you can now:

    • upgrade XTM Agent to a paid XTM Agent plan (if you have not yet done so). To do so, in the bottom right-hand corner of the XTM Agent section, select the Contact Sales button to automatically generate an email message to our Sales team, with which you can request feature activation. Initially, some values in the message you generate are inserted by default, but you can adjust them and add other details to suit your requirements. If you have already activated the free XTM Agent version, there will be no need for you to activate the premium features additionally. They will be available for your XTM Cloud instance automatically when your paid plan starts.

    • deactivate XTM Agent at global level. For details, see Deactivating XTM Agent at global level.

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