Pilot: Understanding the Portal settings analyst agent

The Portal settings analyst agent helps you optimize the Owner's Portal by analyzing the current settings and recommending which ones to enable. 

Limitations

This agent is read-only. It only provides recommendations and doesn't change any of the settings automatically. You must apply the recommendations manually.

Understand the Portal settings analyst agent

The Portal settings analyst agent runs automatically on a quarterly basis on the 1st of January, April, July, and October at 8:00 AM, based on the account's time zone. The agent can also be triggered manually.

During each run, the agent does the following:

1. Scans the Owner's Portal settings for every owner in the account.
2. Ranks the settings based on adoption data, owner requests, and feature releases.
3. Lists each recommended setting and explains why you should consider enabling it.
4. Delivers the findings along with a list of affected owners and a link to the relevant Help Center article for more information.

Run the Portal settings analyst agent manually

In addition to the scheduled run, you can trigger the agent manually at any time from the Agents hub.

Step by step:

1. Sign in to your Guesty account.
2. In the side navigation menu, select Agents hub.
3. In the left submenu, click Agents to select All agents.
4. At the top, select the Owner relations tab.
5. Click the Portal settings analyst tile.
6. Click Run now.

Review the results and status of the run in the agent activity feed.

Review the activity feed

Follow the steps below to review the activity feed.

Step by step:

1. Sign in to your Guesty account.
2. In the side navigation menu, select Agents hub.
3. In the left submenu, click Agent activity.
4. Click the relevant row with the agent's name to review the report details in the right side panel. 

Understand the report status and details

The report will have one of the following statuses:

• Done: The agent ran successfully.
• Action needed: The agent ran successfully and has recommendations for you to review.

The report shows each recommendation with the following details:

• The name of the recommended setting to enable
• An explanation of why the setting is recommended
• A list of affected owners
• A link to the relevant Help Center article for that setting

Review and act on setting recommendations

Use the agent's report to decide which settings to enable in the Owner's Portal. The report will guide you on whether to apply a change to all owners or only to specific ones.

• If a setting is recommended for all owners, you can enable it in the main Owner's Portal settings.
• If a setting applies only to specific owners, the report lists direct links to the relevant owners' profiles. Follow the links to apply the setting for each relevant owner. 
• If you want to learn more about a recommended feature before enabling it, you can find the relevant Help Center article title listed with each recommendation.