SmartResearch Instances

Written by Uday Kumar Updated

Who this is for. Super Admins who configure SmartResearch; managers and agents can view instances. Access. Requires the SMARTFLOW_MANAGEMENT permission to reach Agent Co-workers. See the Roles and Access Reference.

A SmartResearch instance is the unit of configuration. It decides which products and connections a question can reach, and it is what you select in the workspace before asking anything. A tenant can run many instances at once.

Open the instance list

  1. In the navigation rail, select Agent Co-workers.

  2. Under Autonomous Planning and Analysis, select SmartResearch.

The Running Instances table opens. The card shows a live count of the instances running in your tenant. To read what the agent does, select Show Description.

Run Again sits below the table. It reopens the setup wizard for the instance, carrying the configuration it already has, so you can rerun it against connections that were not available the first time.

The SmartResearch running instances dialog listing each instance with its scope, external data sources and status

Figure 1. The Running Instances table for SmartResearch.

Running Instances columns

Each column describes one aspect of an instance; SmartResearch Scope is the one that decides what a question can see.

Table 1. Running Instances columns

Column

What it holds

Instance Name

The name shown in the workspace instance selector.

Description

Free text. Often empty, which is why names matter.

SmartResearch Scope

The agent instances the instance can reach, summarised by product name. This is the column that decides what a question can see. The same product listed twice means two instances of it are in scope.

External Data Sources

Which external feeds are in scope.

Status

Whether the instance is running.

Actions

Stop the instance, or edit its configuration. Stopping asks for confirmation first. The stop control is a red icon whose tooltip reads Delete, but it stops the instance rather than removing it.

Scope values

Scope varies widely between instances, and it is the single biggest reason two instances answer the same question differently.

Table 2. Example scope values

Scope

Meaning

All

Every connected product and source.

No Connections

Nothing is connected. An instance in this state cannot answer from data.

AP Helpdesk, SmartVendor

Scoped to named products.

AP Invoices

Scoped to a single product.

SmartCustomer

Scoped to the accounts receivable side.

A named ERP connection

Scoped to one connected ERP.

A named agent

Scoped to one agent.

An instance whose scope reads No Connections is running but has nothing to answer from. If the workspace returns nothing useful, check the scope here before assuming the question was wrong.

External Data Sources is separate from scope. An instance can be narrowly scoped on products and still carry All external sources.

Actions on an instance

Delete and Edit appear only for Super Admins. Managers and agents see the Running Instances table read-only.

Table 3. Instance actions

Action

Effect

Delete

Stops the running instance. The workspace can no longer answer against it.

Edit

Opens the instance configuration, including its scope.

Stopping an instance affects everyone using it, not only you. Confirm nobody is relying on it before you stop it.

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