Global XTM Agent settings
Business use case
XTM Agent is an AI-powered copilot designed to streamline and enhance operational efficiency significantly. It provides immediate value by intelligently prioritizing tasks, giving users instant visibility into their most urgent items and recommending the optimal sequence for project execution. Furthermore, it efficiently assists in Linguist assignment by intelligently matching project requirements with available personnel, thereby accelerating project setup.
This is only the beginning; we are committed to the continuous development of further capabilities based on user feedback, to maximize future value.
XTM Agent, an AI-based agent available in XTM Cloud's user interface (for details, see XTM Agent), needs to be activated for the XTM Cloud instance by a user with the Administrator role. For details, see Activating XTM Agent at global level.
To display the XTM Agent section, as a user with the XTM Cloud Administrator role, select Configuration > Settings > AI Control Center. Then, in the AI Control Center tab screen, select the Features sub-tab. XTM Agent is one of the sections displayed in the Features tab screen.
In the XTM Agent section, you see:
the Free label. It indicates that you currently only have access to the free XTM Agent capabilities. If you have activated the agent, users with the Project Manager role in your XTM Cloud instance can 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. To access premium features, select the Contact Sales button and upgrade to the paid plan.
the Contact Sales button. It is displayed if you have not yet purchased XTM Agent premium features for your XTM Cloud instance. Select this 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.
Once you purchase the paid plan:
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.
If you have not yet activated XTM Agent for your XTM Cloud instance, you must do so now. Otherwise, users with the Project Manager role will not have access to the premium features. For details, see Activating XTM Agent at global level.
the Activated
label. It indicates that the feature is currently active at global level. Users with the Project Manager role see the XTM Agent icon 
, 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).the Manage button. Select it to:
activate XTM Agent for your instance. For details, see Activating XTM Agent at global level.
deactivate XTM Agent for your instance. For details, see Deactivating XTM Agent at global level.