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Self-Service Agents Workflow - Quick Reference

Following is a typical sequence of steps for configuring and maintaining Self-Service Agents. For detailed information about a step, click its referenced article.

Step

Reference

Create the AI Agent

Creating an AI Agent

Create AI Agent Tools

Creating Tools

Design the AI Agent Guidelines

Designing Guidelines

Add AI Agent Tasks

Adding Tasks

Assign AI Agent Tools

Using Tools

Integrate with Knowledge Assist

Integration with Knowledge Assist

Add Self-Service Agent Channel(s)

Working with Channels