Preparing to launch an advanced chat AI agent

The Overview Page provides an overview of how close to launch readiness your AI agent is and the next steps included in your AI agent onboarding. 

The Overview Page is broken down into a few different sections which we will cover in this article:

• Status & Settings
• Progress Bar & Info Panel
• Progress charts: Intents & Expressions and Reply Coverage

Status and Settings

This section is in line with your AI agent name and contains some key information about your AI agent.

Name	Description
AI agent Status	This is set by your CSM at the moment. In the future, this will switch based on whether the automation trigger is live. Understanding the different statuses: New - This is the default state before any actions have taken place in AI agents - Advanced. Building - This is when you have started to create Intents. Live - This is based on whether or not the automation toggle is turned on and is set by your CSM.
Channel	Which type of AI agent is this, based on what was determined in the set-up and within the Settings
CRM	Which CRM is connected as determined in the CRM Integrations area
Language(s)	Which languages have been added, which is set within the AI agent settings > Languages area

When your AI agent is marked as live the overview page will show different information than what you see pre-launch

Progress Bar and Info Panel

Onboarding stages are broken down into the 5 key stages that take place during the onboarding and that are fundamental to setting your AI agent up for success.

These 5 stages will each have a progress bar that will tell you which stage you are currently looking at, which is in bold. As you complete items related to that stage, the progress bar will fill with purple.

For more details on your progress, you can hover over a stage name for a more granular view on what is the next step to complete the stage.

At every stage, you will have further information, guidance, and related knowledge base articles to help you understand what exactly is required to complete the stage.

Progress charts: Intents & Expressions and Reply Coverage

To track your progress the progress charts will give you a visual representation of how the stage tasks are progressing. 

The colors work on a traffic light system. Red means nothing has been done, Yellow means it is progressing, and Green means it is completed.

Hover over the section for additional information on what it is representing. 

The lightbulb icon in blue can be popped out for further details on the way these charts are calculated. 

For in-progress Intents, only Intents that have been created through AI Training or Content Coverage Analysis will be shown, not those added from the Content Marketplace.