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Set up an AI Technician

This page adds an AI Technician to a profile, runs its first round, and schedules a daily review.

Before you start

  • Profinity AI is licensed and configured under Profinity AI settings, and the MCP Server is turned on.
  • You have the Allow component actions permission and the permission to change the profile.
  • You have the Security administration permission, to create the role and service account in the next section.

Create the service account

Each round signs in as a service account, so the account's roles decide what the technician can read.

  1. Create a role for the technician, as described in Create a role. Give it MCP integration, View tags, View alerts, and View tag rules. Leave out every permission that changes something.
  2. Create a service account with that role, as described in Service accounts. Note its user name.

Add the technician

  1. Add an AI Technician from the AI Agents group, as described in How to add a component to a profile.
  2. Give it a Name that says what it reviews, such as DriveTechnician. Rules use this name when they add the technician as an action.
  3. On the Settings tab, set Run as to the service account. The list is the enabled users.
  4. Open the Instructions tab and edit the example. Say how far back the review looks, and change the rest to match the site, as described in Write instructions.
  5. Leave Schedule on No schedule for now, and save.

Run the first round

  1. Select Run AI Technician on the technician. The dashboard STATUS reads running until the round ends, and the Last round panel shows each step as it happens.
  2. Open the Findings panel on the technician dashboard. Outcome reads attention or clear, and Message summarises the finding.
  3. Open the Report tag in TAG EXPLORER and read the report. Check that the technician looked at the data the instructions asked for.

If Outcome reads blocked, Message gives the reason. Refer to Troubleshooting on the component page.

Each press of Run AI Technician counts towards Daily limit, which is in the Limits group of the technician's settings, so once that many presses and alert rounds have run today, further presses are dropped until midnight in the machine's local time.

Schedule the review

  1. On the Settings tab, set Schedule to Run on CRON schedule.
  2. Set Cron schedule to a Quartz cron expression, such as 0 0 0 * * ? for midnight every day. For a repeating gap instead, set Schedule to Run on time interval, set Time interval to a whole number of at least 1, and set Time interval unit to Seconds, Minutes, Hours or Days.
  3. Save, and check that the dashboard NEXT shows the next round in UTC.

Send the findings on

The technician ships rules on its findings tags, with no actions attached. To be told about a finding, add an action to Findings message with Edit Rules on the technician, such as an email. That rule sends again when a new attention finding has different text, even at the same severity. Refer to Built-in rules on the component page, and to Rule actions for the actions available.

To have device alerts start a round, continue to Investigate alerts with an AI Technician.