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• User

• Agent builder

• Admin

User

Users can only have access to the Chat view and can chat with the available agents.

Agent builder

Agent builders can chat with the available agents and have also access in the Chat view. They can also switch to the Build mode where they can create new agents by using the various functionalities: data sources, credentials…

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• Create and edit agents by going to Build > Agents.

• Add and edit data sources, such as External integrations by going to Build > Data sources > External integrations and Documents by going to Build > Data sources > Documents.

• View the available tools by going to Build > Tools.

• Add and edit credentials by going to Admin > Credentials.

• View the analytics related to the agents by going to Admin > Analytics.

• Access the documentation by going to Resources > Documentation.

• Access the support portal by going to Resources > Support.

Admin

Admins have access to everything Agent Builders have and they can also:

• Access the workspace where they can manage their profile and users by going to Admin > Workspace.

• Manage billing by going to Admin > Billing.

Signing up for the first time

The main admin of your organization should first sign up by going to the Agentic platform sign up page, providing their email, name, and company name. They will receive an email asking them to activate their account by clicking the provided link.

Once the account is activated, the admin can begin setting up the company workspace.

Managing your workspace

Editing your profile

Admins can

Inviting users to your workspace

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