Airgentic Help
This page describes what your core Airgentic onboarding session covers. Use it to prepare beforehand and as a reference for what you'll learn.
| Duration | 60–75 minutes |
| Format | Remote video call with screen sharing |
| Who attends | Platform admins, content owners, operations staff, and (optionally) managers or sponsors |
| Goal | Equip you to operate your Airgentic service confidently and independently |
By the end of the session, you will:
Your facilitator will guide you through the following areas. You can skim these in advance or use them afterward as a reminder.
Your facilitator will introduce the session, confirm who’s in the room and their roles, and outline what will be covered. Have your questions ready for the Q&A section later.
You’ll get a shared picture of how Airgentic works, including:
| Component | What it is |
|---|---|
| Knowledge sources | Where information comes from (web crawl, uploaded documents) |
| Search | How the AI finds relevant content |
| Agents | Specialist AI personalities for different question types |
| Prompts | Instructions that control agent behaviour |
| Functions | Actions agents can perform (search, email, APIs) |
| Curated answers | Human-defined overrides for specific questions |
| Human handoff | Monitoring and intervention capabilities |
| Insights | Analytics on performance and usage |
You’ll see how these work together: user asks question → agent selected → search retrieves content → AI generates answer → conversation logged.
Learn more: Platform Mental Model
You’ll see the platform in action with a realistic walkthrough:
If your service has specific agents or functions configured, those will be included in the demo.
You’ll cover the practical tasks you’ll do most often:
| Task | Where to do it | Why it matters |
|---|---|---|
| Testing with Admin Chat | Admin Chat | Verify changes before going live; use Trace Log for debugging |
| Reviewing conversations | Insights → Threads | Monitor quality and spot issues |
| Checking flagged conversations | Insights → Needs Review filter | Find conversations that need attention |
| Running a data sync | Data Sync | Refresh content after website updates |
| Adding a curated answer | Curated Answers | Override or guide the AI for specific questions |
| Viewing usage | Usage Dashboard | Track consumption against allowances |
Agent and prompt editing, search settings, and Human Handoff will be mentioned with pointers to the documentation.
Learn more: Admin and Operator Essentials
You’ll learn what to change safely and when to ask for help:
| Safe to change | Change with care | Ask Airgentic first |
|---|---|---|
| Curated answers | Agent prompts | Service-wide prompts |
| Service messages (welcome, no-answer) | Agent roles | Identity provider configuration |
| Scheduling data syncs | Search settings | Advanced function code |
| User interface labels | Agent status (Testing → Live) | |
| Privacy retention settings |
You’ll hear how to test in Admin Chat before going live, that prompts are version-controlled so you can restore previous versions, and when to contact support.
Learn more: Guardrails and Governance
You’ll get a simple decision framework for choosing the right capability:
| Need | Use this |
|---|---|
| General question answering from your content | Default Frontline agent and search |
| Exact wording or specific source required | Curated Answers |
| Different behaviour for different question types | Specialist agents |
| Actions like email, API calls, or escalation | Functions |
| Restrict to authenticated users | Secure Services |
| Let customers speak instead of type | Voice mode |
| Monitor and intervene in conversations | Human Handoff |
Most services work well with the basics; advanced features are there when you need them.
Learn more: What to Use When
Time is set aside for your questions — whether you gathered them beforehand or thought of them during the session. If something needs a deeper dive, your facilitator can note it for a follow-up session.
You’ll get a short summary of what you can do next:
You’ll also be pointed to Post-Session Next Steps, optional deep-dives, and Contact Support. If follow-up sessions are needed, they can be scheduled here.
Next: Platform Mental Model