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Agents

Agents are integrations with external applications, enabling search and interoperability across third-party or custom applications configured as content in the HERE browser.

The following third-party systems are currently supported for integrations:

  • Microsoft 365
  • Microsoft Dynamics CRM
  • ServiceNow
  • Salesforce
  • Atlassian
  • Zendesk
  • Zoom
  • Slack
  • Google Workspace (includes Google Chat)
  • Bloomberg Terminal

Some agents might require information from or configuration of the third-party software. For example, Microsoft 365 and Microsoft Dynamics CRM require an app registration to be configured in the Microsoft Entra ID admin center.

info

For an example configuration, see Example HERE agent configuration - Microsoft 365.

Add an agent to HERE​

  1. On the Agents tab, click Add Agent. The Add Agent dialog box opens.

  2. Click the applicable agent type. The Agent Configuration dialog box opens.

  3. Enter the listed values. These values may be provided by the application's administrator.

  4. Click Grant Access. The Users Access dialog box opens.

  5. Use the search field to filter users and groups by name. You can also filter with the Users, Groups, and Nesting (when enabled, shows all nested values within a group) checkboxes.

  6. In the All listbox, select the checkbox next to the ID of any users or groups you want to have access to the agent. Selected users and groups are listed in the Selected listbox.

  7. When you have selected the users and groups you want to access this agent, click Save. By default, the new agent is activated.

Edit a HERE agent definition, configuration, or access​

  1. Find the agent you want to modify, click its Edit menu, and then click Definition (if applicable), Configuration, or Access.

  2. Modify the field values as needed. You can change the ID value, but it must be unique across all agents in your platform.

  3. When you are done making changes, click Save Changes. A confirmation message tells you that the agent has been updated.

Deactivate a HERE agent​

By default, agents are activated as soon as they are created. However, you can deactivate an agent if you need to make it unavailable to users.

If you deactivate an agent, you might disrupt workflows for users who rely on it. As a best practice, ensure that users are informed of the deactivation ahead of time, especially if the agent is critical to daily operations.

  • Find the active agent you want to deactivate, and click its Deactivate button. The status indicator next to the agent name changes from Active to Inactive. A confirmation message tells you that the agent has been deactivated.

Activate a HERE agent​

If an agent has been deactivated, you can re-activate it.

  1. Find the inactive agent you want to activate, and click its Activate button. The corresponding Edit Agent dialog box opens.

  2. Make any changes to the agent definition that are needed, and click Activate. The status indicator next to the agent name changes from Inactive to Active. A confirmation message tells you that the agent has been activated.

Delete a HERE agent​

If you delete an agent, it is permanently removed from your platform. If you want to recover it, you must re-create it. As a best practice, ensure that no users rely on the agent before you delete it.

  1. Find the agent you want to delete.

  2. Click the the three dots to the right of the agent's Deactivate/Activate button, and then click Delete.

  3. In the confirmation dialog box, if you are sure you want to delete the agent, click Delete Agent. A confirmation message tells you that the agent has been deleted.

Example HERE agent configuration - Microsoft 365​

Configure an app registration in Microsoft Entra​

Important!

This section applies to integrations with Microsoft applications only.

Registration must be done by a user with Application Administrator permissions or higher in Microsoft Entra. This might be someone in a different department from the HERE administrator.

  1. Go to the Microsoft Entra admin center (or Azure portal — Microsoft provides multiple ways to access the same functionality).

  2. Navigate to App registrations and create a new registration to be used for the Microsoft 365 Agent or Dynamics CRM Agent in HERE or choose an existing one. For details, see the Microsoft documentation on registering an application.

  3. Create the registration as a Single-page Application.

  4. For Supported account types, the option you choose depends on your company's Microsoft setup and how it chooses to deploy HERE. The administrator for HERE needs to know whether the app registration is configured as single-tenant (Accounts in this organizational directory only) or multitenant (any other option).

  5. For the Redirect URI value: Ask your HERE customer contact for the URI value.

  6. (Optional) We recommend that you grant consent for all permissions the Microsoft 365 Agent or Dynamics CRM Agent needs so that your users do not have to do this individually when signing in for the first time. You can do this as part of the app registration or, if you have a HERE account and access to the Microsoft 365 Agent, you can grant consent for all users when you sign in to the Agent.

  7. Go to App permissions > Add a permission > Microsoft Graph > Delegated permissions, and select the following permissions:

    • User.ReadBasic.All

    • Team.ReadBasic.All

    • Channel.ReadBasic.All

    • ChannelMessage.Send

    • Chat.Create

    • ChatMessage.Send

    • Files.Read.All

    • Mail.ReadWrite.Shared

    • People.Read

    • offline_access

  8. If you have specified app permissions, select Grant admin consent for at the top of the list of permissions, and confirm.

  9. Make a note of the following information to use for the agent configuration:

    • Directory (tenant) ID, if single-tenant
    • Application (client) ID

Add a Microsoft 365 search agent to HERE​

  1. On the Agents page, click + Add Agent. The Add Agent dialog box opens.

  2. Click Microsoft 365. The Microsoft 365 Agent Configuration dialog box opens.

  3. Enter the following values. These values are provided by your Microsoft Entra ID administrator, from the Microsoft Entra admin center application.

    • Application (client) ID

    • Client Secret

    • Directory (tenant): If specified, must be the tenant where the app registration was done. This restricts the allowed users to only be tenant specific, even if the app registration is multi-tenant.

      • The word organizations must be used if the app registration was configured as multi-tenant and you want to allow users from other tenants to sign in. The word organizations can be used if the app registration was configured as multi-tenant.

      • The words common or consumers can be used in combination with a multi-tenant app registration, to ensure personal Microsoft accounts are allowed to utilize the Microsoft 365 Search Agent.

  4. Click Grant Access. The Users Access dialog box opens.

  5. If access was already granted via Microsoft Entra, click Save. By default, the new agent is activated.

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