I know the business
Functional Expert
Guided, no-code path from understanding what an AI agent is to successfully training and testing one.
Audience
Business domain specialists — support, sales, legal, finance
Prerequisites
Basic understanding of how to build prompts. Power user of AI tools like ChatGPT and Claude. Strong understanding of the workflows and data sources of your business function. No coding required.
Key concepts
What you'll use
Modules
What Is an AI Agent?
Understand the agent lifecycle and the role of Command, Copilot, and Chat.
Planning Your Agent
Define agent purpose, tone, boundaries, and escalation rules.
Writing Agent Instructions
Write a complete, structured system prompt using the Launch Pad.
Building Your Knowledge Base
Prepare, format, and upload documents into the vector store via Command.
Configuring Communication Skills
Configure Escalation, Email, and basic Live Chat skills.
Testing with Copilot
Run test conversations, review responses, and identify gaps.