Review agent readiness
What the panel checks before it lets you turn on an agent, where you see what's missing, and how to fix each pending item.
In the product: AI agent →
Before it lets you turn on an agent, the panel checks that the agent has the minimum it needs to serve customers: a model, a channel to reply on and, depending on its workflow, services or products ready to go. While something is missing, the agent can’t be turned on.
Where to see it
- My Agents: each card shows Setup progress and, if something is missing, Setup required before turning on.
- Agent page: at the top you see Agent readiness (for example, 2/3). If something is missing, the N required item(s) notice appears with a button to fix each pending item, and the main button says Complete requirements.
- Dashboard: the Next best action card reminds you what’s missing.
What gets checked
| Requirement | Applies to | Message | Button |
|---|---|---|---|
| AI model | All agents | Choose the AI model this agent will use. | Open setup |
| Assigned channel | All agents | Connect and assign at least one customer channel. | View connections |
| Active service | Services, and Products and services | Add at least one active service. | Open services |
| Complete services | Services, and Products and services | Complete the outcome setup for every active service. | Open services |
| Active product | Products and services | Add at least one active product. | Open products |
If your agent sells only products, the panel doesn’t require products to turn it on. Even so, upload your catalog before you launch it.
How to fix pending items
- Model: on the Model card on the agent’s page, click Choose Model. Read AI models and credits.
- Channel: in the Apps section, connect a channel and click Assign. Read Connect and assign your first channel.
- Services: Open services shows you only the ones that need attention. Read Service readiness and activation.
- Products: add or import products in Catalog → Products and keep at least one active.
When nothing is missing, the button changes to Validate and launch. Read Launch your agent.
What readiness doesn’t check
An agent being ready doesn’t mean everything is set up correctly. Before you turn it on, also review your prices, your payment methods, your locations, and the agent’s voice, and run a test by messaging it as a customer.