Set up agent behavior first, then use the Assistant and Inbox to work with the results.

1. Configure an agent

  1. Go to Settings > AI Agents.
  2. Select the agent you want to configure.
  3. Choose Off, Suggest only, or Run automatically.
  4. Choose Low, Medium, or High confidence.
  5. Add guidance or quiet hours when needed.
  6. Save your changes.

Start with Suggest only while your team evaluates the agent's output.

2. Use the Assistant

  1. Open Agents > Assistant.
  2. Start or select a conversation.
  3. Enter your request, or choose a quick action.
  4. Review the response before using it in customer-facing work.

3. Review agent tasks

Open Agents > Inbox. Filter by status or agent module, open a task, and use Approve or Dismiss when review is required.

4. Add automation

Open Agents > Automations to create scheduled, webhook, or CI/CD-triggered work.

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