Prepare an agent before publishing

Review behavior

Confirm that the name, identity, and welcome message suit the channel audience. Test frequent, ambiguous, and escalation cases.

Limit capabilities

• Authorize only necessary knowledge.
• Review which sources responses may show.
• Apply least privilege to tools.
• Keep internal data out of visible instructions and messages.
• Confirm links and contact details are current.

Adapt the experience

Short messages often work best in WhatsApp; Teams may benefit from more context; an API consumer controls final presentation. Assign conversation and error review, and retain acceptance questions to repeat after updates.