Review the limits of the Data 360 Marketing Agent, and fix common problems such as
missing criteria, a delayed response, or an attribute the agent can’t reach.
Required Editions
Considerations
- Use the agent in one mode at a time. Don’t mix creating a segment from a Data 360 page
with adding filters on the canvas by navigating between those pages in the same
conversation.
- Prefer the segment canvas when you want to add filters. The canvas gives you better
feedback and lets you validate the segment as the agent works. Save the segment yourself;
the agent doesn’t save.
- The agent adds and builds filter criteria. It can’t remove or edit existing filters.
Delete filters in the segment canvas.
- The agent reads the last saved version of a segment. It can’t see unsaved changes on
your canvas, so save before asking it to work with the current criteria.
- The summary the agent gives after creating a segment can omit part of your request.
Always check the criteria in the segment canvas.
- If your request names a DMO or calculated insight that isn’t mapped, or that doesn’t
appear in the attribute library on the left of the segment canvas, the agent can skip
those objects without telling you. It then continues with the filters it can create. Check
the canvas to confirm that every condition you asked for is present.
- For highly complex requests, results can be inaccurate. Break the request into smaller
parts and build the filters separately.
Troubleshoot the Data 360 Marketing Agent
| Problem |
Troubleshooting Suggestions |
| A condition you asked for is missing from the segment. |
- Check the criteria in the segment canvas rather than the agent’s summary.
Requests involving a spend or a total can be matched to an existing calculated
insight that satisfies the amount but not the timeframe. Ask the agent to add
the missing condition, or add it yourself in the canvas.
- The same thing can happen when the request names a DMO or calculated insight
that isn’t mapped or that doesn’t appear in the attribute library. The agent can
ignore the missing object and proceed with the filters it can create, without
telling you that something was skipped. Compare the canvas to your original
request. If a condition is missing, name the object or attribute more
specifically, or add the filter yourself.
|
| Results are inaccurate. |
- Check that the Data 360 Data Q&A Agent is enabled. The Data 360 Marketing
Agent relies on it to return accurate results. See Enable Data 360
Data Q&A Agent.
|
| The agent says an attribute can’t be connected to your Segment On
object. |
- No path exists between the two objects in your data model. Traversable paths
come from the derived relationships that match and reconciliation rules
generate. Choose an attribute the agent offers as an alternative. See Segment
Canvas.
|
| The agent offers an attribute that then fails. |
- The agent can offer an attribute that identifies a record or links two
objects. Those attributes don’t appear in the segment canvas, so you can’t
filter on them. Choose a different attribute. See Segment Canvas.
|
| The Add filters button doesn’t appear. |
- The button appears in the Agentforce panel, directly beneath the agent’s
response, not on the segment canvas. If the agent tells you the button is ready
on the canvas, look in the panel.
- The button also appears inconsistently, depending on whether the agent treated
your request as editing the segment you have open or as creating a new one. If
the button is missing, stay on the canvas, ask again, and name the segment you
have open. Then save the segment yourself.
|
| The agent asks the same question repeatedly. |
- When the agent restarts a request, it asks again about the segment type and
publish schedule. Answer it again to continue.
|
| The agent shows Something went wrong. Try again. |
- The agent backend can take longer than expected to respond. The Agentforce
panel then shows
Something went wrong
. Reply with
continue. The agent picks up where it left off and can
finish the request.
- This can happen after you answer a numbered list of attribute options. For
example, you ask the agent to add a filter, it offers two attributes, you reply
1, and the panel shows the error. Type continue instead
of starting over.
|
