Agent Visibility determines where a ReadiAI Agent appears within the ReadiNow user interface—either on specific form pages linked to an object or within selected Nova applications. This ensures that AI assistance is provided in the most relevant context, whether globally across an app or only in specific object-related workflows.
Accessing Agent Visibility Settings
To access the settings:
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Object-based Visibility
Use this section to make an agent visible only on form pages related to a specific object.
- Select Object
- Choose the object the agent should be associated with. Only one object can be selected per agent.
- Form Page Visibility Toggle
- Enabled: The agent appears on all form pages for the selected object, across all apps.
- Disabled: You can manually choose specific form pages on which the agent should appear.
- Select Form Pages
- If the toggle is disabled, use this dropdown to select one or more form pages where the agent will be shown.
- Note: Object-based visibility ensures the agent only appears on form pages related to the selected object, regardless of how the page is accessed (e.g. within apps or via direct links).
Agent App Placement
Use this section to define where the agent appears on Nova application pages.
For each listed app:
- Show in App: Toggle this on to show the agent throughout the app's Nova pages.
- Show in Form Pages: Toggle this on to show the agent only when form pages are accessed from within the app.
Rules:
- If no apps are selected, the agent does not appear in any app-based pages.
- The agent may still appear on form pages if configured via Object-based Visibility.
- Agents are not shown:
- In administration areas
- When navigating to form pages via process links
- When accessing form pages through direct URLs outside the app context
Summary of Use Cases
Use Case |
Configuration |
|---|---|
Show an agent across an entire app |
Enable Show in App for the desired application. |
Show an agent only on form pages |
Enable Show in Form Pages for the app, or use Object-based visibility. |
Tie an agent to a specific object |
Use Object-based Visibility with optional form page selection. |
Show agent in both app and object context |
Use both sections to configure visibility accordingly. |
By using Agent Visibility settings, you can ensure ReadiAI Agents appear only where relevant—improving usability and maintaining a focused user experience.