Set up Scout Agent around one real type of work. Establish what it should know, what it may do and when your team should become involved before expanding automation.
Setting a channel live can enable real outreach. Review its sender, number, approval rules, contact limits and budget first.
Before you start
Workspace administration access is required for shared Scout Agent configuration. Connect the source records and communication channels the workflow needs.
Scout Agent configuration follows the Train, Test, Deploy and Analyze areas.
Prepare the first workflow
Open Scout and review the Train, Test, Deploy and Analyze areas.
In Train, add the knowledge and guidance required for the first workflow. Review escalation conditions and the playbook that describes the work.
In Test → Situations, run representative situations and inspect the decisions, tool use and outcomes.
In Deploy → Permissions, review the global Scout Agent setting and the policies for chat, leading and assisting tasks.
Review Email and Phone separately. Resolve channel readiness and approval settings before setting a channel live.
Follow an initial task through Inbox, then use Analyze to review outcomes and setup gaps.
Check the result
Scout Agent has usable context, a reviewed procedure and appropriate channels. Your team can identify where approvals and handoffs appear and verify the first task’s result.
Separate knowledge from authority
Knowledge explains facts and procedures. Guidance explains how the team expects Scout Agent to behave. Permissions govern the capabilities it may use. A sentence in a knowledge article does not replace a tool permission.
Use a named owner for handoffs and decisions. A well-configured agent still needs a person who can resolve exceptions.
Expand after reviewing outcomes
Compare a straightforward situation with missing-data, supplier-refusal and approval-required cases. Fix the specific setup gap before increasing the volume of autonomous work.
If something does not look right
What you see | What to check |
A channel cannot go live | Resolve the readiness issues shown on that channel and confirm the connected source is usable. |
Tests look good but real work stops | Check live connection health, real records, permissions, approvals and budgets. |
Does turning on Scout Agent enable every channel?
Does turning on Scout Agent enable every channel?
The global control and individual channel readiness/settings serve different purposes. Review each area before relying on outbound email or phone.
Continue your work
Open the relevant area in Cartograph to continue with your workspace data.