Configuring the HelixGPT Insight Finder agent

Configure the HelixGPT Insight Finder agent to use the AI capabilities in BMC Helix Dashboards for generating insightful and customized dashboards. The following configurations are required:

To configure the model ID in the agent 

1. Log in to BMC Helix Innovation Studio.
2. On the Workspace tab, select Applications > HelixGPT Agent Studio.
3. In the Name column, select the Model checkbox and click Edit data.
4. Copy the ID from the ID column corresponding to the model that you configured.
   
   
    
5. Click Close.
6. In the Name column, select the Agent checkbox and click Edit data.
7. In the Display column, select the checkbox corresponding to the Insight Finder Supervisor Agent, and then click Edit. 
8. In the Model ID field, enter the model ID that you copied in step 4.
   
   
    
9. Save the changes.

To add the sub-agents 

If you are using BMC Helix ITSM 25.3 or later versions, add the sub-agents to the Insight Finder Supervisor Agent.

1. Log in to BMC Helix Innovation Studio.
2. On the Workspace tab, select Applications > HelixGPT Agent Studio.
3. In the Name column, select the Agent checkbox and click Edit data.
4. Copy the IDs of the agents that you want to use.
   - For BMC Helix ITSM: Copy the ID of the ITSM Query Builder Agent.
   - For BMC Helix AIOps: Copy the ID of the AIOps Chat Agent.
5. In the Display column, select the checkbox corresponding to the Insight Finder Supervisor Agent, and then click Edit.
6. In the Sub Agents field, add the agent IDs that you copied in step 4 as a comma-separated list.
   Example: ["AGGFV7W2IC923ASWIMNQSWIMNQJPT3", "AGGFV7W2IC923AST0970ST0970TUV2"]
   
   
    
7. Save the changes.

To configure the skill ID 

A skill indicates a capability to perform specific tasks, such as generating responses. To enable HelixGPT Insight Finder with the required skill, add the skill ID of the Insight Finder Supervisor skill to the agent.

1. Obtain the ID of the Insight Finder Supervisor skill.
   1. Log in to BMC Helix Innovation Studio.
   2. Open HelixGPT Agent Studio.
   3. In the Name column, select the Skill checkbox and click Edit data.
   4. Copy the ID from the ID column corresponding to Insight Finder Supervisor Skill.
      
      
       
2. Log in to BMC Helix Portal and open BMC Helix Dashboards.
3. From the navigation meu, select HelixGPT Insight Finder > Settings.
4. In the HelixGPT Skill identifier field, enter the skill ID that you copied earlier.
5. Save the changes.

To use specific views in HelixGPT Insight Finder 

HelixGPT Insight Finder supports a few out-of-the-box views and the custom views that you create based on supported out-of-the-box views. You can restrict the scope of HelixGPT Insight Finder by selecting specific out-of-the-box or custom views. It displays data only from the selected views.

1. From the navigation menu, select HelixGPT Insight Finder > Configure views.
   A list of supported and unsupported out-of-the-box and custom views are displayed.
   
   
    
2. On the Supported views tab, review the list of supported views and create a custom view by cloning the required out-of-the-box view.
   1. Open Reporting Metadata Studio.
   2. Import the required out-of-the-box view and customize it.
   3. Publish the customized view.
      The newly created custom view is added to the Supported views tab. For more information about creating custom views, see Creating customized views.
3. Select the checkbox corresponding to the newly added custom view.
4. (Optional) If you want HelixGPT Insight Finder to stop using the default out-of-the-box view based on which you created the custom view, clear the checkbox corresponding to the out-of-the-box view.
5. Click Submit.
   The changes are saved, and a confirmation message is displayed.