Enable only Agent actions whose required data source and customer journey are ready This guide keeps the work focused on Agent tools and provides a repeatable path that a new Humind user can follow without changing unrelated configuration.

An Agent combines instructions, customer-facing interface settings, Knowledge, catalog data, and optional tools. A reliable setup is tested with realistic customer questions before deployment. Tests should cover expected answers, missing information, product scenarios, escalation, and any optional interaction that the team has enabled.

Before you begin

Access: Agent configuration write access is required. Connected systems can require separate company or integration permissions.

• Define the customer action in one sentence.
• Confirm the required catalog, order, appointment, or support source exists.
• Prepare a successful case and a safe failure case.

Work in the smallest owning area described below and keep the current customer-facing state available while you prepare the change. Before clicking any final action, confirm the active company, Agent, store, language, and market shown in Humind. A missing control can indicate read-only access or a capability that is not configured for this company. In that case, record the intended task and ask an administrator to review the exact permission or dependency. Do not bypass the boundary by sharing an account, copying data into another area, or promising a capability that the workspace does not expose.

Step-by-step workflow

1. Confirm the scope and current state

   Open Agent tools and review which actions are actually available for the current company rather than assuming every visible category is configured.

   • Confirm the active company and Agent before editing.
   • Record the current state so the result can be compared after the change.
   • Stop if the screen or permission does not match the intended task.

2. Prepare the change

   Select the intended tool, read its dependency and setup state, and complete only the connected settings that the interface exposes.

   • Use the smallest change that completes the customer task.
   • Keep authoritative information in its owning source.
   • Review labels, dates, language, and customer-visible wording before saving.

3. Save and allow required processing to finish

   Save the tool configuration and confirm its required integration, data, market, or service is active before testing.

   • Wait for the interface to confirm that the change is saved.
   • If synchronization, indexing, or publication is required, wait for its final state.
   • Reload the area and confirm the saved values persist.

4. Test the complete customer journey

   Run the action through the supported test surface and deployed channel, checking completion, missing-data handling, and escalation when the operation cannot continue.

   • Use a fresh session and a realistic customer scenario.
   • Check desktop and mobile when the result appears on a storefront.
   • Capture the exact failing step if the outcome differs from the expectation.

Important limits and operating notes

• A successful save confirms persistence, not every downstream synchronization or public update.
• Workspace permissions can hide an area or allow reading without allowing changes.
• Do not copy volatile catalog, account, or customer facts into narrative content as a workaround.
• Test only supported capabilities that are visible and configured for the current company.
• Keep changes in Agent tools separate from unrelated Agent, Knowledge, catalog, Inbox, or Helpdesk work.

Verify the result

• The tool reports a configured and available state.
• Its successful path uses the intended connected data.
• Missing or invalid input produces a safe response.
• The deployed Agent never promises an operation the tool cannot complete.

Keep a short record of what you tested, which customer scenario you used, and what changed. This makes later troubleshooting more precise and helps another teammate reproduce the result without relying on memory.

Troubleshooting

The tool remains unavailable

Read the visible dependency message and fix the named catalog, integration, store, service, or permission first. Do not compensate with Agent wording that claims the action works.

The tool works in test but fails live

Compare the deployed Agent, domain, market, integration, and customer context. Capture the exact input and final error without including secrets.

Related guides

• choose the right place for content or behavior
• configure tools surveys and chat invitations
• troubleshoot an incorrect or unsupported answer
• complete your first launch checklist