Agent Management spans the four operational tabs that keep a live agent healthy: Training, Security, Launch, and Report. These are the tabs you return to long after the agent is in production.
In this section
- Re-train an agent without breaking live conversations.
- Rotate security keys and adjust Auditor scopes safely.
- Read Report to spot drift, low CSAT, and missed escalations.
01
What's inside
- 01
Training
Add or remove documents, re-vectorize, and run simulations against the latest build before promoting it.
- 02
Security
Manage Agent Secret Keys, Live Chat security keys, geo restrictions, and Auditor rules.
- 03
Launch
Pause, resume, or roll back the live agent; copy embed snippets for new surfaces.
- 04
Report
Daily conversation, feedback, and skill usage rollups with CSV export.
Note
Every change in Training, Security, or Launch is logged to Activity Logs — useful for audits and post-incident reviews.