32.1 Agent Workspace

Opening an Agent from the Agents list displays its Agent workspace. This is the primary operating area for training, testing, reviewing, publishing, and improving that specific Agent.

32.2 Agent Status Header

The workspace header can display:

  • Live or Draft status
  • Default language
  • Indexed Sources compared with total Sources
  • Settings
  • Publish or Re-publish
  • Delete, when permitted

Use the status information before assuming the Agent's latest configuration is available to website visitors.

32.3 Setup Progress

The Agent workspace calculates setup readiness using three operational steps.

Step 1 — Train with real knowledge

This step becomes complete after the Agent has at least one successfully indexed Knowledge Source.

If it is incomplete, the workspace directs you to add a URL or file so the Agent can answer from real content.

Step 2 — Validate in Playground

This step becomes complete after the Agent has been tested in the Playground and a Playground Conversation contains messages.

The purpose is to verify realistic questions, tone, accuracy, and fallback behavior before launch.

Step 3 — Go live

This step becomes complete when the Agent has been published.

Publishing makes the Agent ready for website installation.

32.4 Progress Counter

The workspace displays progress as a count out of three, such as 2/3, together with a readiness message and progress bar.

When all three steps are complete, the Agent can display Ready for installation.

32.5 Next Recommended Action

The Agent workspace automatically chooses a next action based on readiness:

  • If no Source is indexed: Add your first source.
  • If Knowledge exists but the Playground has not been tested: Run a playground check.
  • If training and testing are complete but the Agent is Draft: Publish this agent.
  • If setup is complete: Review live conversations.

32.6 Core Workflow Tools

The Agent workspace provides direct access to core operating areas including:

  • Knowledge sources
  • Knowledge (what AI sees)
  • Conversations
  • Leads
  • Playground

32.7 Optimize and Grow Tools

Additional Agent tools can include:

  • Curated answers
  • Behavior triggers
  • CTAs
  • Customize appearance
  • Site type
  • A/B experiments

32.8 System Prompt Preview

The Agent workspace also displays the current System prompt for reference. If none has been defined, the workspace indicates that one can be set in Settings.

32.9 Recommended Workflow

Use the Agent workspace as the operational home for one Agent. Follow setup progress in order, use the provided next action, and return to the workspace whenever you need to move between training, testing, publishing, and live-performance review.

Write Your Comment