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Enhancement steps › Implement › Policy and Compliance Management › Governance › Risk › and Compliance
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Set up GRC Virtual Agent

Set up the Governance, Risk, and Compliance Virtual Agent to request an exception to a policy or a control objective from the Service Portal.

Before you begin

Role required: sn_risk.admin.

Customers must have the following plugins activated for setting up the GRC Virtual Agent:

  • Glide Virtual agent (com.glide.cs.chatbot) activated with a valid license.
  • GRC
  • Policy and Compliance Management.

About this task

A virtual agent chatbot enables customers to request an exception. The chatbot assists the customers by saving their time. The information exchanged during the conversation flow enables the chatbot to fulfill a user request or assist a user in completing a task.

Procedure

  1. Navigate to All > Service Portal > Service Portal Configuration.

  2. Click Page Editor.

  3. In the search field, type Index.

  4. Click Service Portal index.

  5. At the top of the page, click Edit Service Portal (index) page in Designer.

  6. In the Filter Widget search field, type Virtual Agent Service Portal Widget and drag and drop the widget anywhere on the screen.

    You can see the chat icon at the bottom-right of the screen.

Image omitted: chat\_icon.png
Virtual agent chat icon

Parent Topic:Policy and Compliance Management enhancement steps