Edit an analysis data source

task brazil Updated Oct 2, 2026 3 min read ai-agent-advisor-edit-data-source.md
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Edit a scheduled analysis of your instance records.

Important: Lux is the new user experience for AI Admin Center. For more information on the Lux experience, see AI Admin Center user experience (Lux UI).

The Next Experience AI Admin Center workspace is being prepared for future deprecation and will no longer be supported. For more information on the Next Experience UI, see AI Admin Center workspace (Next Experience UI).

In AI Admin Center version 6.1, the Next Experience and Lux user interfaces are both available.

Before you begin

You must have access to an ACL-protected table to configure the analysis for it.

For AI Agent Advisor to run a successful analysis, the data source must contain a minimum of 500 records.

Role required: sn_na_center.nac_admin

About this task

Follow these steps to change the configuration of the data source, filters, schedule, and cost profile that AI Agent Advisor uses to identify the automation opportunities.

You can only edit an active analysis data source. To edit a deactivated analysis data source, you must first reactivate it. For more information, see Activate a deactivated analysis data source.

In the event an error occurs when performing these steps, see the troubleshooting steps described in KB article KB2931703 on Now Support.

Procedure

  1. Navigate to All > AI Admin Center > **AI Admin Center (Legacy)**for the legacy AI Admin Center workspace.

    Navigate to All > AI Admin Center > Home or Admin > AI Admin Center for the Lux UI experience.

    The home page opens.

  2. Select Admin ([Omitted image "icon-now-assist-center-nav-admin.png"] Alt text: Admin icon in the side navigation bar.) in the side navigation barin the legacy AI Admin Center workspace.

    Select Settings ([Omitted image "icon-aiac-lux-nav-settings.png"] Alt text: Settings icon.) in the side navigation panel in the Lux UI experience.

  3. Select Automation opportunities under General orAI Agent Advisor under Settings.

    The AI Agent Advisor setup page opens showing a separate card for each data source configuration.

  4. Select More options ([Omitted image "icon-now-assist-center-options.png"] Alt text: More options icon.) on the data source analysis you want to edit.

  5. Select Edit.

    The AI Agent Advisor setup page opens showing the configuration details.

  6. Review the completed fields and edit as needed.

  7. Select Save.

  8. Select Execute now to run the analysis.

Result

AI Agent Advisor runs the analysis according to the configured filters and schedule. After the analysis completes, automation opportunities appear on the AI Admin Center home page and on the Automation opportunities page.

What to do next

View your automation opportunities on the home page. For more information, see View your automation opportunities (Next Experience UI).

Parent Topic:Setting up automation opportunity discovery in AI Admin Center

Related topics

Set up a data source for analysis (Next Experience UI)

Set up a data source for analysis (Lux UI)

Deactivate an analysis data source

Delete an analysis data source

Activate a deactivated analysis data source

Keywords AI Admin CenterNow Assist CenterAIAI setupAI Agent Advisor
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