Scout Agent
Train, test, deploy and improve Scout Agent.
By Carl1 author11 articles
- Set up Scout Agent for your teamPrepare Scout Agent’s knowledge, operating rules, channels and review process.
- Give Scout Agent knowledge and guidanceAdd useful reference material and instructions for how Scout Agent should work.
- Set Scout Agent permissions and approval rulesConfigure what Scout Chat and Scout Agent may do in each working context.
- Create and maintain a playbookTurn a repeatable process into a playbook Scout Agent can follow.
- Review Scout Agent memoriesReview learned facts about records, relationships and shared working rules.
- Configure escalation and human handoffsDefine when Scout Agent should return work to a person.
- Test Scout Agent with situationsRun representative situations and grade Scout Agent’s decisions before expanding real work.
- Deploy Scout Agent over emailReview the email channel, sending policies and contact approval thresholds.
- Deploy Scout Agent over phonePrepare the phone channel and understand the controls on outbound calls.
- Understand Scout Agent performanceRead automation, involvement, resolution and quality measures using the right denominators.
- Review Scout Agent tasks and recommendationsUse task analysis and recommendations to identify specific setup gaps.