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Start the Sales Opportunity Agent

Important

  • Ensure that you properly configure the agent before starting it. Don't edit configurations after starting. Editing the agent changes how opportunities are processed, so you get different results before and after the change.
  • Ensure that you accept the terms for Bing Search and Move data across regions in Power Platform admin center.

The Start agent option is enabled only after you complete all the sections in the agent configuration page and mark them with a green check mark, as shown in the following image.

Screenshot of selecting start agent option on the Sales Opportunity Agent settings page.

A confirmation message is displayed. Select Start agent to start the agent. The agent starts processing the opportunities that match the selection criteria and generates research insights based on the configured knowledge sources. This process might take some time, depending on the number of opportunities and the complexity of the knowledge sources.

Note

If the agent fails to start due to unknown problems, contact Microsoft support.