Phase 6 · Agent context

Both products

What this section solves

When you finish, the agent knows who it is, what it sells, to whom, in what tone and with what limits, and it has the documents to answer. Without the complete base context, the agents do not run.

Prerequisites

• The AI key connected (Phase 3): without it, documents are not indexed.
• The business data collected at the kickoff.
• Permission agentSettings.manageContexto and access to Settings.

In this section

Load the business context

Identity, audience and topics.

Load catalog and prices

Products, services and projects.

Feed the knowledge base

Documents the agent consults.

Define tone and rules

Commercial role, customer types and selling.

Test the agent

Before opening it to real customers.