Launch your agent: Validate and launch
How to put your agent to work for the first time: which requirements the panel checks and what the Validate and launch button does.
In the product: AI agent →
Before you start: The setup wizard, Connect and assign your first channel
When you finish the wizard, your agent is left as a draft and turned off. To have it start replying, open its page and click Validate and launch. That button publishes your setup and turns on the agent in a single step.
Where the button is
Open AI & Automation → My Agents and go into your agent. The button is at the top right and only appears while the agent is off:
- Complete requirements: something is missing. When you click it, the panel takes you to the first pending item.
- Validate and launch: everything is ready.
At the top you also see your progress in Agent readiness, for example 2/3.
What the panel checks
| Requirement | Message you’ll see | Where to fix it |
|---|---|---|
| An AI model chosen | Choose the AI model this agent will use. | The agent’s Model card |
| A channel connected and assigned | Connect and assign at least one customer channel. | Apps section → Assign |
| Active services (if you offer services) | Add at least one active service. | Catalog → Services |
| Complete services (if you offer services) | Complete the outcome setup for every active service. | Catalog → Services |
| Active products (if you offer products and services) | Add at least one active product. | Catalog → Products |
If you sell only products, the panel doesn’t require products to launch. Even so, upload your catalog first: without products, your agent has nothing to offer.
What happens when you click
You’ll see Launching agent while the panel publishes the version, validates channels and tools, and puts it live. When it finishes, Agent launched appears and the agent is On: from that moment on, it replies to customers who message its assigned channels.
If something fails, you’ll see Launch did not complete with the reason. Check the requirements and try again. If the error persists, message us on WhatsApp at +52 618 218 6238.
Before you launch it
- Review your products or services, their prices, and your payment methods.
- Review the agent’s voice.
- To test it, message it from another number or account, the way a customer would. You can turn it off at any time with the On toggle.
After you launch it
Some changes apply instantly and others need to be published. Read Configure an agent and Publish changes.