Define its role and knowledge
Start by deciding which question types it can answer, which approved information it can use and what it must not decide automatically.
- Use current, approved information.
- Write clear instructions for tone and response scope.
- Define human-handoff cases from the start.
Configure data and actions
Define which customer fields the agent may read or update and which actions or integrations it may perform in the workflow.
- Grant only the permissions needed for the task.
- Test every action with controlled cases.
- Review how each integration affects customer data.
Test team handoff
Test clear and ambiguous questions and cases that require a human, then confirm the conversation reaches the team with the available history and context.
- Select a handoff team or inbox.
- Test failed actions and missing data.
- Review performance and knowledge after launch.
Ready to start?
Create your account and begin preparing the workspace, or sign in if you are already a customer.