Agents are at the heart of BonData's powerful automation capabilities, enabling you to effortlessly turn your data into meaningful actions across multiple systems. However, to fully benefit from these automations, it's essential to understand how to monitor Agents execution, manage tasks effectively, and troubleshoot common issues swiftly. This guide walks you through everything you need to know—from interpreting Agents logs to handling data load statuses—ensuring your workflows run smoothly and efficiently, and that you’re always in control of your data-driven processes.
Agent Dashboard
You can get to the Agent Dashboard next to the Activate button, from the three dots -> Agent Dashboard
The Agent Dashboard page provides insight into the execution of your Agents. For each Agent run, you'll see:
Agent Schedule: The scheduled time and potential next run for the agent.
Executions: How many times the agent ran.
Average Duration: The average duration run for the agents to date.
Total Tasks: Total count of tasks created by the agent.
Runs: Allows you to select each individual run and review it's results.
Tasks: Allows you to select each individual task and review it's status.
Agent: Allows you to deep dive into each run's results by...
Selecting the Run in question.
Then clicking on the node's View Results too the results.
2. Report
The Report page provides a general overview of the execution of your Agents. For each Agent run, you'll see:
Agent Name: The name you've assigned to your Agent.
Run At: When the Agent started running.
Completed At: The time the Agent finished running.
Run By: Identifies the user who initiated the Agent.
Status: Indicates whether the Agent ran successfully or failed.
Number of Results: The number of records that matched your filters during this specific run.
Use these logs to monitor Agent performance, troubleshoot issues, and ensure your workflows are running as expected.
3. Tasks
Allows you to see all tasks generated by the Agent and their status.
Each record’s action is a separate Task, showing success, failure, or pending status.
Check for error messages if something fails (e.g., permission issues, invalid data).
4. Data Load Status
When creating a new Agent in BonData, the system temporarily stores relevant records solely for Agent execution purposes.
Due to this temporary storage process, there may be a brief waiting period between creating your Agent and its first execution. Before your Agent can run, both metadata (structure of the fields) and actual data need to be successfully fetched into BonData.
How to Check Data Load Status:
Navigate to Integrations and identify the entity involved.
Click on Data Status - it should display as "Done".
Click on MetaData Status - it should display as "Done".
If either of these statuses is incomplete or indicates an error, your agent will not execute correctly.
Triggering Metadata and Data Reload:
If you have just added new fields or data and want to run your Agent, you can manually trigger a reload:
In Integrations, click on the integration involved.
Next to the Test button, from the three dots, click on "Load Metadata", wait for the completion status, and then repeat and click on "Load Data" to ensure all recent updates are fetched.
Perform these steps whenever you update your entity structure or data significantly changes to maintain seamless Agent execution.
5. Fine-Tuning
If you see too many tasks, refine your filter.
If tasks fail due to data mismatch, adjust your mention logic, filters, or connected system’s data types.