Configure engagement settings
task brazil Updated Sep 10, 2026 1 min read configuring-engagement-settings.md
Define how end users are engaged to self-solve issues. Virtual Agent is the only notification channel used to engage users. As a fallback, an incident can be created or routed to a live agent.
Before you begin
Role required: admin
Procedure
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Navigate to All > SOW > DEX Administration > Metric rules > Create metric rule.
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Select the CI and alert action.
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In the Resolution type field, select a type, and then select Continue to Engagement Settings.
[Omitted image "engagement-settings.png"] Alt text: Define the engagement settings
-
On the Engagement settings screen, fill in the fields to define how the end user is engaged to resolve the issue.
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Select Add Resolution.
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---
title: Configure engagement settings
description: Define how end users are engaged to self-solve issues. Virtual Agent is the only notification channel used to engage users. As a fallback, an incident can be created or routed to a live agent.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/it-operations-management/digital-end-user-experience-dex/configuring-engagement-settings.html
release: brazil
product: Digital End-User Experience \(DEX\)
classification: digital-end-user-experience-dex
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Set up Proactive Engagement, Configure, Digital End-User Experience, IT Operations Management]
---
# Configure engagement settings
Define how end users are engaged to self-solve issues. Virtual Agent is the only notification channel used to engage users. As a fallback, an incident can be created or routed to a live agent.
## Before you begin
Role required: admin
## Procedure
1. Navigate to **All** > **SOW** > **DEX Administration** > **Metric rules** > **Create metric rule**.
2. Select the CI and alert action.
3. In the **Resolution type** field, select a type, and then select **Continue to Engagement Settings**.
\[Omitted image "engagement-settings.png"\] Alt text: Define the engagement settings
4. On the Engagement settings screen, fill in the fields to define how the end user is engaged to resolve the issue.
5. Select **Add Resolution**.
| title | Configure engagement settings |
| description | Define how end users are engaged to self-solve issues. Virtual Agent is the only notification channel used to engage users. As a fallback, an incident can be created or routed to a live agent. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/it-operations-management/digital-end-user-experience-dex/configuring-engagement-settings.html |
| release | brazil |
| product | Digital End-User Experience \(DEX\) |
| classification | digital-end-user-experience-dex |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Set up Proactive EngagementConfigureDigital End-User ExperienceIT Operations Management |