D2L Intelligent Agents

The Intelligent Agents tool is located in the Course Administration menu. Navigate to this menu by clicking the Edit Course link on the default course navigation bar. The Intelligent Agents tool is located in the Communication category.

The Intelligent Agents tool is an outreach effort an instructor can configure to send an automated email to a student when instructor-defined criterion are met. Instructors can create multiple agents that run on different schedules. Each time an agents runs, the system sends an email summary of activities performed to the instructor.

A Note about Creating Intelligent Agents

You can create, delete, and edit preexisting intelligent agents from the Agent List page. When creating an agent you must consider the following:

• What criteria must the student meet in order to trigger an email?
• What will the content of the email message include?
• How often should D2L “run” these agent checks?

Once you’ve answered these three questions, creating the intelligent agent will flow smoothly.

Create an Agent

Follow the workflow listed in the table below. Expanding each section should explain the settings needed to create a functioning agent.

• Agent Details

  1. From the Agent List page, click the New button.
  2. Enter an agent name (required) and a description (optional).
  3. Select Agent is Enabled to activate the agent immediately after you create it. This setting is necessary if you plan to schedule your agents.
     
• Agent Criteria: Login Activity, Course Activity,& Release Conditions

  Establish the criteria the agent will use:
  
  

  

  • Select the "Take action when the following login activity criteria are satisfied" check box if you want the agent to send an email to a student who has not accessed the learning environment recently.
    
    
  • Select the "Take action when the following course activity criteria are satisfied" check box if you want the agent to send an email to a student who has not accessed your course recently.
    
    
    • Select the “User has not accessed the course at least __ days” radio button and enter the number of days in the associate text box.
  • If you prefer the agent send an email once a student performs a particular action within the course you must create and attach a release condition. Click the Create and Attach button to create a release condition.

  

  Release Conditions are positive attribute-related, meaning, you cannot create a release condition to identify a student who has not performed an action inside of the course. (i.e. quiz not attempted)

• Agent Action: Action Repetition / Schedule

  • Choose one of the two options in the Action Repetition section to determine if you prefer the agent to run repeatedly

  
  
  

  • • Take action only the first time the agent's criteria are satisfied for a user will allow the agent to run only once.
    • Take action every time the agent is evaluated and the agent's criteria are satisfied for a user will allow the agent to run any time the conditions are met.
  • If you want the agent to run automatically, select the Use Schedule checkbox, and then click the Update Schedule button.

    

    • Set the frequency and dates in the fields provided in the Update Agent Schedule window
    • Click Update.
      

      

• Constructing the Email

   

   

  • Use the {InitiatingUser} replacement string in the TO/CC/BCC field.

    

  • Enter a subject line – a replacement string can be used here.
  • Compose your email body in the Message field. – a replacement string can be used here, too.

    

  • Click Save and Close

Replacement Strings

Replacement strings are lines of code that you can enter in automated emails that retrieve user and course-specific information. For example, using a replacement string in place of the TO: field of an email triggers D2L to automatically replace that code with the email address of the student who has met the specific agent criteria. Refer to the table below for a list of replacement strings you can use in the subject line and body of an email message.

Running an Agent Manually

If you did not set up a schedule for your intelligent agent, follow these steps to run the agent manually

1. From the Agent List page, click the drop-down arrow next to the agent you wish to run.
2. Select Run Now from the menu.

   

3. Click Run once the confirmation box appears.