Choose the right entry point
Use the agent detail screen for a targeted run, the authenticated chat panel for conversational tasks, or a reviewed workflow for a repeatable multi-step process. The public Playground is illustrative sample content; it is not a production customer transaction.
Some roles cannot execute chat or agent runs even if they can inspect evidence. If the control is absent, check permissions with your administrator rather than using a colleague's credentials.
Supply an actionable request
Include the task, authorized company, input references, expected output and prohibited side effects. Prefer document/case references over pasting unnecessary personal data.
For the selected company, summarize the uploaded synthetic complaint file.
Use the approved complaint procedure, cite its source and list missing items.
Prepare a response draft for review. Do not email it or change account state.
Check company context before sending. A request that names another company in text does not authorize the agent to access it. If the tool needs structured inputs, use the expected schema; free text cannot replace required fields.
Inspect the result
Read the run status and output together. Look for source references, missing facts, connector/tool outcomes, escalation and safe error information. A model saying done is not proof that a provider accepted an operation.
| Result | What it means | What to do |
|---|---|---|
| Prepared/draft output | Material is ready for review | Check evidence before distribution |
| Awaiting approval | A human decision is needed | Open the appropriate review queue |
| Refused | Authority, safety or supported capability is missing | Resolve the reason; do not weaken policy to finish |
| Failed | The run could not complete | Check logs/status and retry only if safe |
| External action confirmation | A connected system reports an outcome | Validate identity, amount/scope and authoritative reference |
The exact status vocabulary varies by run resource. Preserve the returned state rather than translating every non-error response into success.
Follow-ups and retries
Chat passes earlier turns to a follow-up only when the deployment turns on conversational services (AGENTICORG_CONVERSATION_V2_ENABLED, off by default). While it is off, each message runs on its own even though the panel shows the earlier messages, so repeat the document, case and company reference every time. While it is on, recent turns from the same user, company and agent reach the agent as context; another user, company or agent does not share them. Do not ask an agent to "ignore the earlier policy" to unblock a refusal.
Before retrying an external action, check whether the provider already accepted it. Use the integration's idempotency and status lookup where available. Blindly rerunning a workflow can duplicate an email, record update or provider request.
Prove the path before inviting users
Test a permitted question, a missing-source question, a cross-company reference and a forbidden action. Confirm that an access or model failure is visible, not represented as an empty successful result. For voice, validate the same task boundary through signed speech turns; for commerce, verify artifact freshness and prepared-only semantics.
Next: Troubleshooting, Approvals, Audit and monitoring.