Need help with connections?
If you need to connect to ServiceNow, Salesforce, SAP, or other enterprise systems, work with your admin to set up credentials. The AI assistant can guide you through the process or answer questions about integrations.
After you create your first agent
This section will expand to show real-time metrics, charts, and insights to help you monitor and optimize your agents
Agents

Track total agents, usage, messages, latency, and error rates

Models

View connected AI models and their usage distribution

Policies

Monitor active guardrails and policy violations

Quick Start Guide

1

Choose a Client Zero template

Start with Ask HR, Ask IT, or Ask Procurement - proven patterns that work immediately and showcase agentic AI capabilities

2

Set up connections (if needed)

Work with your admin to connect enterprise systems like ServiceNow, Salesforce, or SAP. Many templates work without connections initially.

3

Configure & test

Customize instructions and guardrails, then test with sample queries. The AI assistant can explain configuration options.

4

Deploy & monitor

Launch your agent and track performance metrics, error rates, user feedback, and policy compliance in real-time