Agent Builder

September 28, 2017

Downloading Agent Builder

Hi, this is Alexander Gilly with the training department at Mozenda. Today, we wanna talk about how to download the agent builder. In addition to talking about the agent builder, we’re going to talk about what the Client Connector is, and how to check your Client Connector settings. Let’s go ahead and download Mozenda. To download Mozenda, log in to the web console using your Mozenda login. Then, click on the white M in the top right corner of the screen. Select open Mozenda. You’ll be prompted with this dialog box that says, “You don’t appear to have Mozenda installed on this computer. Would you like to download it and install the latest version of Mozenda now?”. Select, yes.

Run the file that is downloaded. Select, install. Hit close. You’ll now see a blue Mozenda M in the bottom right corner of the screen. This is your client connector. The client connector simply connects your web console in your account to the agent builder application on your computer. From the client connector, you can open the web console or the agent builder.

The client connector also allows you to log in and out of Mozenda. To do so, right-click the client connector, select settings, here you can sign out or sign in.

That’s all we have for you today. Thanks for joining us. See us next time.


Intro to Agent Builder

Hi, my name is Kenneth. I’m the support manager here at Mozenda. The purpose of this video is to give you a brief introduction to the Agent Builder.

So we’re going to cover a few things. We’ll talk about opening the Agent Builder, navigating through the Agent Builder, and the recommended the specifications for your computer to be successful using the Agent Builder.

Opening the Agent Builder can be done through 5 different ways. The first is through using the Mozenda icon at the bottom right of your screen. Follow my cursor, select the Mozenda icon, and I can open the Agent Builder through start Mozenda Agent Builder.

The second way is by going to the white Mozenda m at the top and clicking to launch the Agent Builder.

The third way is to go to my agents, and selecting new agent, this will open the Agent Builder and be able to begin building a new agent.

The fourth way is to open an agent and select design from my settings. this allows me to design a specific agent inside the Agent Builder

The final and fifth way is to go to an agent that is in a current error status or error state and select fix agent. this will open up the Agent Builder in the exact location where the agent is in the error state

Once the agent is open or the Agent Builder is open, there are numerous things that we can do inside the Agent Builder. If I decide to close this agent, i can go to the file and select close. This will close the agent and ill be able to build a new agent, but if i wanted to save this agent i could select save or if i wish to save this agent to my desktop, i can click save to file which will save this agents xml file to my desktop

Once the Agent Builder initially opens it acts as if a regular internet browser. you can search through using a url to find the exact address you wish to go to. when you find the exact address you may select start a new agent or if you already have a designed and built agent you may open an agent and then select the agent you wish to use.

In order to be successful with Mozenda and the Agent Builder, here are our recommended specifications. Thanks for watching, we’ll see you next time.


Start an Agent

Hi, this is Alex Christensen with the Mozenda training department and today we’re going over how to open the Agent Builder and start an Agent.

So first here is what we’re going to go over. We’re going to start by navigating in the Agent Builder before we start a new Agent, then we’ll talk about exactly what happens when you click the button that says start a new Agent from this page and then we’ll talk about the navigation that happens afterward.

So, open up a simple Agent. You can see here’s the Agent Builder. It looks just like a normal internet browser, like google chrome or internet explorer. Up here in the URL box, we can just type in a simple website. Ok, once you open up a certain website that you want to scrape, then you’re going to see it acts just like a normal internet browser still. Ya know you can click on different links, buttons, and it’ll operate just like a normal internet browser.

Once you actually get to the information that you want to scrape, you’re gonna click this start a new Agent from the page button. As soon as you click, that button, additional panel on the left-hand side will pop up and a few dialog boxes will pop up. And these windows and panels are just to assist you in your Agent building. this page panel tells you how many pages your current Agent has and this is where your actions will go when you create actions in the future.

And you can see one change is that when you click on anywhere in the web browser it will open up a menu of choices and these are all the different actions that mozenda is going to record to help you build out your Agent. And that is how you start an Agent.

Thanks for joining us and we’ll see you next time.


Agent Test Settings

Hi, this is Alex Christensen with Mozenda training, and today’s training video is about the Agent Builder test settings and exactly what they do and how to use them.

The three settings that we’re going to talk about are the tab browser settings, the disable loading images, and the ignore website errors.

So we’re going to jump into a quick demo to see exactly where they’re located and how they function. So here is just a dummy agent, that I created and when we click on test agent this is where those test settings will be located and so you can see the tab browser, disable loading images, and ignore website errors. The tab browsers when we check the box, it’s going to show us a pane by pane demonstration of what the Agent Builder is currently looking at the pages it has open in the background. So I’m going to check that and start this agent over so you can see exactly what it looks like. So it keeps page 1 open here you can see, page 3 open, page 2 open here, and then page 3 open here. It’s just a series of click items, and so this can be useful if you want to have a view of all the different pages that are open but you can see that it makes the screen a little bit convoluted and we can kinda compare it to when we have it unchecked.

If we have it unchecked we can see it just displays the entire screen of the current screen that you’re on and it’s a lot easier to see. And so that’s the first setting.

The second setting is to disable loading images. This does exactly what the title says. It takes out all the images on the website and the reason why this would be useful is that it speeds up the process at which your agent runs. When we disable loading images in the Agent Builder that matches the behavior that’s seen in the web console. And so if we start over we’ll see that the images that are usually here and here and here are no longer there, just because we chose to disable those images. So I’m just gonna stop the test. And then the final test settings is ignored website errors.

This is also a setting that can be mirrored in the web console that we can talk about in a future training video when we talk about error handling in the web console. But the main benefit here is if you keep hitting a website error you can choose to ignore it and the agent won’t stop with that website error and it will continue going through the agent.

That’s all we have for this training video and we’ll see you next time.


Capture Text

Hi, this is Alexander Gilly. I’m with the training department at Mozenda and we’re going to be talking about one of the most fundamental features of Mozenda and that is capturing text items. In this training, we’re going to cover creating capture text items, reassigning and enhancing capture definitions, and refining captured text. Let’s go ahead and do a demonstration on how to capture text. To capture an item in text, simply click on the text item you want to capture. For instance, I want to capture the name of this guitar.  To do so, click on it. It will prompt you to enter the field name that you want to capture the text into. I’m going to call this guitar name. When you enter it, hit save. To confirm that you’re capturing the right text, click on the capture text preview at the bottom of the screen. Here we can confirm this is the text we want to capture because it matches what I’ve selected.

Let’s say my capture text item isn’t actually capturing what I want it to. For instance, I have a field name here titled guitar name. But, instead of capturing the name of this guitar, it’s actually capturing the reviews. I want to reassign the location of this captured text by right-clicking the capture item, hovering over the location submenu, then clicking reassign current location. I now click on where I want it to actually capture. Notice how in the capture text preview box, it now reads the name of the guitar.

Next, I want to capture the price of the guitar. I’ll click on the text, click on capture text, then select this predefined price capture item. Just to make sure that this price is captured for every item, I’m going to associate this captured text item with nearby text. For instance, I’m going to associate it with the world Price. To do so, I right click on the capture item, hover over the location sub menu and click on associate nearby text. And now click on the text you want to associate with, which is Price. Then hit save.

Now, let’s look at an example where you might want to use the refine capture text feature. Let’s say that instead of capturing the whole name, 35″ Back Acoustic Guitar Starter Package (Guitar, Gig Bag, Strap, Pick), I only want to capture everything up to the parenthesis. To refine it, I right click on the capture item, click on refine capture text. This box will appear where you can refine capture text. To only capture everything up until the parenthesis, I’m going to use my cursor and highlight all the text I actually want to capture. In the capture text preview, you’ll see what it will actually capture. Which is everything up until the parenthesis. Then hit save.

In addition to capturing text on a page, you can also capture HTML behind the text on a page. Let me show you a demonstration of that. I’ve created a capture text field, it captures the name of this guitar. I’ll open up refine capture text. Click on the HTML tag, then highlight the link you want to capture. Then hit save. You’ll see in the capture text preview, it now selects that link. Let me show you one last demonstration where I can use this feature. You can also capture URLs through images. To capture the URL for this image, simply click on the image, and click on capture this image’s URL. I’m going to call this image URL. When you do this, Mozenda automatically captures the HTML and selects the link.

So that’s all we have for capturing text this week. Thanks for joining us. We’ll catch ya next time.


Capture List and Capture Table

Hi, this is Alexander Gilly with the training department at Mozenda. Today we wanna talk about how to create capture table items and capture list items. In addition to going over how to capture these, I’ll show you how to create list refinements and also how to set up optional fields. Let’s go ahead and do a demonstration of how to capture a table. First, click anywhere on the table and then select capture table. next, you wanna select your headers. click one header then click another header. Verify that all the headers you want to be captured are in this list. Next, click two items in separate rows to discover a column. Finally, click two cells in the same row to discover cells. You’ll see a preview of what your table will look like in this box. Click save. Creating a capture list item is very similar to creating a capture table. Click on the first item of the list you want to capture. Then click on capture list. To capture the list click on a similar item. You’ll notice that when you hover over a similar item, All similar items appear in yellow. Enter the name of your list. To create new fields in this list, simply click on the item you want to capture. for instance, the genre. Select capture text then enter your field name. You’ll find that this now captures this text for every item in this list. To create a list refinement, right click on your item list and select refine the list. You can choose to refine it according to certain criteria. for instance, you can skip the first number of items, the last number of items, you can include items on an interval such as first, second, third, or fourth item. or items in a range, such as 1-10. Notice that when I do this, only the first 10 items are displayed and are captured in our text preview. To remove the list refinement, simply uncheck that box. You can also select condition. For instance, if I only want to select items where the title equals a new beginning, enter capture title = a new beginning. Then select add. Finally, hit save. You’ll see in the capture text preview that only this item is captured. To remove this refinement, simply hit the x next to his refinement. sometimes, a certain field will not have an entry for every list item. For instance, a new beginning does not have a genre. To make a field optional, right-click the field and select optional. After you do this, if a certain field does not have an entry, the agent will not crash when you test it and instead will continue. Be careful when you choose to do this. You only want to select optional if you know that certain fields will not always have that data.

That’s all we have for today. Thanks for joining us, we’ll see you next time.


Name Value Pairs

Click Load and Load Items

Page List

Wait Seconds

Geo Location

Processing Credit Estimation

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