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Run an assessment

Every assessment page in the Agentic Transformation Platform (ATP) works the same way. This page shows you how to add evidence, run the first analysis and keep the conversation going with follow-up questions.

Before you start​

  • Open the assessment page you need. To find it, see the Agentic Transformation Platform overview.
  • Collect exports and metadata from your own tools. Select Instructions on the page to see what the agent needs. The page for each group lists the same details, for example Platform.
  • Don't upload customer data, personal data or credentials. Each page's Instructions panel includes a note on what not to upload.

Read the instructions​

  1. Select Instructions in the page header.
  2. Read the list of evidence the agent needs.
  3. Check Supported files for the file types to export.
  4. Read the note at the bottom of the panel. It says what you must not upload, and gives advice under File size: for large exports.
  5. Select Instructions again, or press Escape, to close the panel.

Add evidence​

  1. In the Evidence panel, drop your files on the upload area, or select it to choose files. The upload area shows the file types it accepts.
  2. Wait for each file to appear in the list below the upload area. Each file shows its name and size.
  3. To take a file out before you run the analysis, select Remove next to it.

The files upload as soon as you choose them. The Evidence step shows Added, and the Ask step shows how many files are ready.

Run the first analysis​

  1. Select Run Analysis. Until you add a file, this button reads Upload Files to Analyze and can't be selected.
  2. Wait while the agent works. The button reads Analysis Running..., and the Analysis Console shows the agent's name, how long it has been running, and the message that the agent is analyzing the uploaded evidence.
  3. You can keep the page open while the report is generated.

What happens next​

When the analysis finishes:

  • The agent's answer appears in the Analysis Console under Agent response.
  • The Run Analysis button reads Report Generated.
  • The Report step shows Ready.
  • Each answer has Open Report and Export PDF buttons. See Open and export reports.

Ask follow-up questions​

The follow-up box reads Follow-up unlocks after the first report until the first analysis finishes.

  1. Type your question in the box that reads Ask a follow-up question....
  2. Select the send button next to the box.
  3. Wait for the answer. New answers appear at the top of the Analysis Console, numbered in order.

The agent answers in the context of the same conversation and the evidence you uploaded. You can ask one question at a time.

Start a new conversation​

Select New at the top of the Analysis Console. This clears the conversation and the attached files, so you can start again with new evidence.

caution

New can't be undone. Open or export any report you want to keep first.

Troubleshooting​

What you seeWhat to do
Some files were not attached followed by a reasonThe listed file wasn't accepted, for example because of its type or size. Export it in one of the accepted file types, or split it, and upload it again.
Capacity limit reached. The current answer is still running.Wait for the answer in progress to finish before you ask a follow-up.
Capacity limit reached. You already have the maximum number of analyses running.Wait for one of your running analyses to finish, then try again.
Capacity limit reached. The analysis queue is full.Wait for a running analysis to finish, then try again.
The agent is taking longer than usual.The agent didn't finish in time. Try again, or narrow your request.
Analysis failed.Try again. If it fails again, contact support and include the page name and the message.
The answer is less accurate than expectedCheck the File size: advice in Instructions. Upload large exports one file at a time.