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Set up your first Agent

Configure an Agent with Knowledge so conversation can lead to governed business work.

Purpose

Agents answer and act within your business rules. The AI conversation is not the source of commercial truth.

Steps

Open AI team / Agents in the Control Plane.
Create or select an Agent.
Add Knowledge your front desk should use.
Review policies for bookings and handoff.
Use Simulator or Launch readiness before publishing.

Common issues

If answers are thin, add clearer Knowledge — do not expect inventing facts.
Sensitive actions stay under business authority and may require confirmation or human handoff.

Related guides

Reflects current product surfaces — not future roadmap items.