Create agent setup checklist

Create an agent with the setup checklist.

1

Create

Choose Create agent, enter a customer-facing name and business objective, and create the Sandbox draft.
2

Configure specialists

Open Agents. Add or enable subagents, write precise routing descriptions, and add procedures.
3

Add evidence and capabilities

Upload approved knowledge. Add a read-only data connector or MCP grant only for live information.
4

Test

Use Playground with a fictional persona. Test clear, ambiguous, failing, off-topic, and escalation requests.
5

Release

Save, validate, choose Set Live, and select the components to publish.
6

Deploy

Configure a supported channel and test it against Production.
Keep credentials out of instructions, procedures, and YAML. Reference encrypted credentials from tools and connectors.

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Follow the setup checklist

New agents have a Getting started checklist: Create your agent, Add knowledge, Test an answer, and Choose a channel. Start with a name and primary role, add trusted business content, then use Playground to review a successful answer. Return to Getting started to continue setup. Choosing a channel opens deployment setup. Customers can use it only after you publish or enable the channel; selecting a card alone does not make it live. Once setup is complete, use Open inbox to review conversations. The checklist is a starting point—also test failures and handoff before launch.