Folio Intelligent Agents

Intelligent Agents (IAs) allow you to add automation to your course and are one way to boost instructor-student interactions. Intelligent agents (IAs) are customizable messages automatically emailed to individual learners when they fulfill a particular task. For example, a teacher may choose to set an intelligent agent to let a student know when they have missed a deadline on an assignment or whoever achieves an exceptional score on a quiz.

Intelligent Agents (IAs) require initial setup (which can take less than five minutes), and you can copy them over from semester to semester (with a little tweaking of the date, etc). IAs work all on their own in the background of the course.

Common Uses

Here are some of the most common situations where using an IA might be beneficial to your learners:

  • Hasn’t accessed course in 2 weeks
  • Incomplete tasks on a checklist
  • Completed all tasks on a checklist
  • Earned 80% or higher on quiz/assignment
  • Failed test
  • Late assignment
  • No posts authored in a discussion topic

Considerations

When you create a new agent, you need to determine:

The criteria the agent looks for. The agent can check user login activity, course activity and/or triggered release conditions. Be aware that intelligent agents (IAs) evaluate the status of release conditions at the time that they run. A user that may have satisfied a release condition on a prior run may no longer satisfy a release condition on a subsequent run, especially in the case of our “not” conditions.
How often is the agent scheduled to run and find users that meet its criteria? If you don’t set a schedule, the agent must be manually triggered on the Agent list page.
How often the agent takes action when a user satisfies the criteria. For example, will the IA send an email the first time the user triggers the agent or send reminder emails to the user every time the agent runs?
When sending emails to users, consider using {InitiatingUser} in the mail TO: field. This tells the system to review the class roster and get email addresses. Even though it doesn’t say email address, this replacement string looks for each user’s email address and triggers this agent. Instead of being a 1 to 30 email message, this will appear as a 1 to 1 email message.

Tutorials

Written Tutorials

Video Tutorials

Replacement Strings

Replacement strings let instructors customize course communications in Folio by automatically incorporating the intended reader’s personalized information, such as their name or email address.

What are Replacement Strings? Replacement strings let instructors customize course communications in Folio by automatically incorporating the intended reader’s personalized information, such as their name or email address.

They are specially formatted codes in curly brackets { } that can be used to create a more personalized touch to your automated emails or announcements. This feature can help instructors build better relationships with learners (by creating a social presence), increase engagement levels, and improve the overall learning experience.

Replace strings are used in tools that use HTML Editor. However, the way replacement strings work can vary from tool to tool. For example, the curly braces { } are stripped away for the Content tool in Folio. The replacement string does not apply to the Content tool. Replacement Strings are particularly useful in the following tools:

  • Intelligent Agents
  • Announcements
  • Bulk Feedback
  • Emails

In the example below, the replacement string in this announcement uses {FirstName} in the message and will be displayed to students using their first name.

This image reflects a replacement string (instructor view) using the student’s first name.

This image reflects what students will see displayed in the announcement.

Replacement StringDescriptionExample
{FirstName}First NameGus
{LastName}Last NameEagle
{UserName}Folio Usernamegeagle
{ExternalEmail}Email Addressgeagle@georgiasouthern.edu
{OrgUnitName}Course NameENG-1102 Composition II

Replacement StringDescriptionExample
{InitiatingUser}This looks up the people enrolled in the classlist and grabs the email address.
Use this in the TO field when sending an email with the Intelligent Agent.
ge1234@georgiasouthern.edu
{InitiatingUserFirstName}First name of the person enrolled in the course’s classlist. Use with Intelligent Agents in an email subject line, or in the body of the email to personalize email with student’s first name.Gus
{InitiatingUserLastName}Last name of the person enrolled in the course’s classlist. Use with Intelligent Agents in an email subject line, or in the body of the email to personalize email with student’s last name.Eagle
{OrgUnitStartDate}The start date specified for the org unit (class).August 11, 2023
{OrgUnitEndDate}The end date specified for the org unit (class).August 11, 2023
{InitiatingUserUserName}The username of the initiating user (person in your classlist).geagle or ge1234
{InitiatingUserOrgDefinedId}The Eagle ID of the initiating user (person in your classlist).900XXXXXXX