Shared operator guides, articles, FAQs, and product updates for bringing a workspace live and keeping it healthy.
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Featured guide
Onboarding · 9 min read
The operator path from a brand-new workspace to the first healthy live conversations, working through Agent Builder in order without skipping the validation that protects answer quality.
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Launch the workspace
Agent, channel, and knowledge setup in the right order.
The minimum path from a new tenant to the first healthy live conversations.
Run day one
Operational checks for the first week after launch.
Use the inbox, analytics, billing, and settings surfaces without losing the thread.
Tighten quality
Improve grounded answers before scale creates noise.
Refine prompt behavior, knowledge quality, and rollout discipline once the basics are live.
Fix blockers
Use when traffic is not flowing or answers are not grounded.
Fast diagnosis for the most common setup failures and rollout stalls.
Related articles
Knowledge · 5 min read
Why a smaller, cleaner knowledge set creates better grounded answers than a large pile of overlapping documents.
Onboarding · 4 min read
A short operational checklist for the day before launch, the launch day itself, and the first review pass after real traffic arrives.
Analytics · 5 min read
What first-week traffic and tool signals can tell you about rollout health, and what they still cannot tell you yet.
Frequently asked questions
Should I create the agent before I connect a channel?
Yes. Build the agent first so the first live traffic lands on a workspace persona with clear tone, escalation rules, and knowledge attached.
What should I verify before I mark a channel as live?
Confirm the connection status is healthy, send a real test message through the channel, and check that the conversation lands in Inbox with the expected agent assignment.
What is the best first knowledge source to add?
Start with one source of truth customers already depend on, usually a help center or FAQ set. A smaller, clean source beats uploading many overlapping files on day one.
Where do I validate the agent before launch — Launch or Train?
Use the Launch section to pressure-test live prompt behavior with real customer phrasing and confirm answers stay grounded before traffic increases. Use Train to capture behavior memories and review real conversations once you start finding recurring gaps.
Why are there no conversations in Inbox after setup?
The usual causes are a disconnected channel, no real test traffic, or a route mismatch between the live channel and the intended agent. Check channel health first, then send a real message.
Why does Analytics still look empty?
Analytics is usage-driven. You need actual conversations or token activity before the baseline becomes useful. If Inbox is active, give the charts a short time to populate and then refresh.
Recent product updates
Updated Mar 21, 2026
Operators can review subscription state, plan posture, and early capacity indicators without leaving the workspace.
Linked resources
Updated Mar 12, 2026
Operators can inspect extracted FAQ and policy outputs directly in the product instead of treating web crawling as a black box.
Linked resources
Updated Mar 18, 2026
The home view now gives operators a clearer path through core setup and the fastest route into the next unfinished task.
Linked resources
