Put your agent live

A checklist from draft to answering real customers.

Open the agent and look at its Overview tab: it shows what is set up and what is left.

Prompt: the instructions say who the agent is, what it helps with and what it must never do. No [brackets] left.
Knowledge: your price list, FAQs and policies are added, so it answers from them instead of guessing.
Webhooks: any action it takes (orders, bookings, CRM) points at your real system. Sensitive ones are set to Ask a person first.
Guardrails: topics to refuse and personal data hidden, if you need them.
Tests: a few saved tests pass.
Channel: connect a phone number, WhatsApp number, chat app or the website widget on Numbers & channels or Website widget.
Spending limit (optional): set a monthly limit on Costs so the agent cannot overspend.

To stop an agent answering for a while, choose Pause from the ⋯ menu on its page; choose it again to switch the agent back on.

Every change is saved as a version. If something goes wrong after a change, restore the earlier version on Versions.

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