AgentForge Client Agent Deployment (Delivery)

AgentForge Client Agent Deployment (Delivery)

1. 01

   Log in to AgentForge and navigate to the Agents dashboard.

   From the main menu, select 'Agents' to view your existing agents. Click 'New Agent' to start building for the client.

2. 02

   Use the visual builder to define the agent's purpose in plain English.

   In the builder, describe the client's use case (e.g., lead qualification or support). Specify the desired tone and constraints. This description drives the agent's behavior.

3. 03

   Test the agent in the Prompt Lab.

   Open the Prompt Lab and run sample conversations. Iterate on the description until responses meet quality standards. Adjust the model tier if needed (Fast tier is available on Solo plan).

4. 04

   Connect required integrations via Zapier, Make, or native connectors.

   In the Integrations section, select the client's CRM (e.g., Salesforce, HubSpot) or calendar. Use webhooks if a native integration is not available. Map fields to ensure data flows correctly.

5. 05

   Configure white-label branding.

   Go to Settings > Branding. Upload the client's logo, set their domain, and match colors. This is available on all plans, including Solo at $10/month.

6. 06

   Deploy the agent with one click.

   Choose 'Deploy' and select the embeddable chat widget or API. Copy the embed code and provide it to the client for placement on their website.

7. 07

   Set up lead notification routing.

   In the agent's workflow, add an action to send email notifications when a lead is captured. Test the routing to ensure the client receives alerts promptly.

8. 08

   Hand off to the client with a usage summary.

   After deployment, review basic analytics in the dashboard. Provide the client with a one-page summary of expected usage and credit consumption, and schedule a follow-up review.