Post-Session Next Steps

This page provides a structured follow-up plan after your Airgentic onboarding session. Use it to reinforce your learning and build confidence operating the platform.

Immediately after training

Within the first day

• [ ] Circulate notes — Share key takeaways and action items with attendees and anyone who couldn't join
• [ ] Test what you learned — Log in to the admin console and try the tasks covered in training
• [ ] Review conversations — Check the Insights section to see recent user interactions
• [ ] Bookmark this help site — Make it easy to return when questions arise

Assign responsibilities

Clarify who owns what going forward:

First week

Get comfortable with routine tasks

Practice the essential tasks until they feel natural:

• [ ] Open Admin Chat and ask test questions — Get familiar with the testing workflow
• [ ] Use the Trace Log — Inspect how a question was processed
• [ ] Check the Needs Review filter — Find flagged conversations
• [ ] Add a curated answer — Walk through the process even if it's just a test
• [ ] Run a manual data sync — Understand the sync workflow

Review your service configuration

Take time to understand how your service is set up:

• [ ] Which agents are configured?
• [ ] What prompts are they using?
• [ ] What functions (if any) are enabled?
• [ ] What are the crawler scope settings?
• [ ] Are there any curated answers already in place?

Identify early wins

Look for quick improvements you can make:

• Common questions that should have curated answers
• Content gaps that need to be added to your website
• Messages that could be clearer (welcome message, no-answer message)

First month

Establish a monitoring routine

Build habits for ongoing operation:

Address identified issues

Work through any issues noted during onboarding or discovered in your first week:

• [ ] Add curated answers for problem questions
• [ ] Request content updates to fill gaps
• [ ] Adjust service messages if needed
• [ ] Report any technical issues to support

Schedule follow-up if needed

Consider whether you need additional training:

• Are there features you want to understand better? → Schedule a deep-dive
• Are new team members joining who missed onboarding? → Request a session for them
• Are you planning to enable new features? → Get guidance before starting

Ongoing operations

Keep your content fresh

The AI can only answer from what it knows. Maintain your knowledge sources:

• Run data syncs regularly or on a schedule
• Update curated answers when information changes
• Upload new documents as they become available
• Review and retire outdated content

Monitor quality continuously

Regular review prevents problems from accumulating:

• Watch for trends in the Insights dashboards
• Address recurring negative feedback
• Look for patterns in unanswered questions

Stay current with the platform

Airgentic continues to evolve:

• Check for new help documentation
• Watch for announcements from your account contact
• Ask about features you've heard about

Where to go for help

Self-serve resources

When to contact support

Reach out to Airgentic support when:

• Something isn't working as expected
• You need guidance on a configuration decision
• You want to discuss changes beyond your comfort level
• You need to make changes in the "ask first" category
• You're unsure about something and can't find the answer

Related: Contact Support

Learning pathways

Depending on your role, consider exploring these topics after onboarding:

For platform administrators

1. User Management — Managing access
2. Service Configuration — All settings
3. Security — Origins and API access
4. Deep-Dive: Agents and Prompts — Agent configuration

For content owners and operators

1. Curated Answers — Adding overrides
2. Customer Service Insights — Analytics detail
3. Data Sync — Content management
4. Human Handoff — Monitoring and intervention

For technical owners

1. Secure Services Overview — Authentication setup
2. Functions Overview — Custom actions
3. Website Integrations — Embedding
4. Deep-Dive: Functions and Secure Services — Technical detail

Success indicators

You're operating well if:

• [ ] You can test changes confidently using Admin Chat
• [ ] You review conversations regularly and take action on issues
• [ ] Flagged conversations are addressed promptly
• [ ] Your content stays current via regular syncs
• [ ] You know when to make changes yourself vs when to ask for help
• [ ] Team members understand their responsibilities

Checklist summary

Week 1

• [ ] Share notes with the team
• [ ] Practice routine tasks
• [ ] Review service configuration
• [ ] Identify quick wins

Month 1

• [ ] Establish monitoring routine
• [ ] Address identified issues
• [ ] Schedule follow-up if needed

Ongoing

• [ ] Keep content fresh
• [ ] Monitor quality continuously
• [ ] Stay current with platform updates

Related pages

• Admin and Operator Essentials — Day-to-day tasks
• Guardrails and Governance — Safe change guidance
• Optional Deep-Dives — Additional learning
• Contact Support — Getting help

Next: Optional Deep-Dives