Support Checklists

Checklist: agent is ready to work

• the agent has been created;
• name and instructions are completed;
• model selected;
• the necessary functions are included;
• MCP servers are selected if needed;
• variables are configured if needed;
• metrics are included if needed;
• agent saved;
• the agent has been tested;
• agent published;
• the agent is active;
• the agent is assigned to a project, channel or keyword.

Checklist: channel is ready for use

• channel connected;
• the token is valid;
• webhook installed;
• the channel is not paused;
• synchronization completed;
• there is a designated agent;
• the test message was included in the dialogs;
• the agent’s response was sent to the client.

“Analytics works” checklist

• the agent has metrics enabled;
• agent type is selected;
• metrics are configured;
• the agent version has been published;
• there were real dialogs;
• the correct period is selected;
• filters do not hide data;
• metric extraction events are in history.

Checklist: integration via API

• API key has been created;
• the key is copied immediately after creation;
• the minimum required permissions are selected;
• the key is active;
• the validity period has not expired;
• the external service uses the correct project;
• 401/403 errors checked by rights and key.

Checklist: MCP tool is working

• MCP server has been created;
• URL is available;
• authorization is configured;
• OAuth completed, if needed;
• the server is selected in the agent;
• agent published;
• history shows tool start and completion;
• if there is an error, the error details are open in history.

Where this is in the interface

Main elements in this section:

• project sidebar
• project settings page
• Settings item in the side menu