Quick Check

You’ve built your AI Agent with our Quick Agent Setup, great start! Now, let’s make sure everything’s in place before you go live, start capturing leads, and drive results.     

Follow this Quick Check to ensure your agent is ready:

Quick Check

1. Open Your AI Agent 

Click the Agents menu on the left panel and select your newly created AI Agent.

2. Review AI Guardrails (Rules)

On your Agent's Dashboard, click on General > "Guardrails". Check the Rules under the Guardrails tab. Ensure they align with your brand voice, guardrails, and compliance needs.

3. Double-Check Knowledge in Brain.

In Brain:

Confirm Priority Knowledge is correct.

4. Review Journey Blocks

Click one of the Journey Blocks (e.g. Hook & Align) > "Jobs To Do",

Check the General Job prompt inside the Jobs To Do tab to see if it's relevant and on-brand.

5. Check your CTA

Click on the "Personalize, Pitch, Action" Journey Block. In this Journey, check the prompt inside the Jobs to Do and make sure the CTA is accurate.