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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Enable Virtual Agent for PPM

Enable Virtual Agent for PPM to start chatting with the Virtual Agent.

Before you begin

Role required: admin, virtual_agent_admin

The base system provides predefined Virtual Agent topics (chatbot conversations). To customize a topic, duplicate it and then edit it. See Virtual Agent Designer

Procedure

  1. Navigate to All > Collaboration > Virtual Agent > Designer > Topics.

  2. Select the PPM Virtual Agent card to open it.

    • To use the provided topic with no changes, select Publish.
    • To duplicate the topic so you can customize it, select Duplicate. Enter a name for the duplicate topic and select Save.

Related topics

PPM Virtual Agent conversation flows

Reusable PPM Virtual Agent topic blocks