Before you can deploy an agent, the first step is to test it.

You can test how your agents actually work in real time. You can also edit the parameters like module and record ID.

1. Tools Param Mapping
   The first step before testing an agent is to provide the values for each API parameter. Upon clicking the Test Agent button, you can set these values or choose the sources for each parameter under the Tools Param Mapping panel. The column on the right displays all the parameters that the tool will require, including the optional params.

Optional Params: There can be parameters included in the Tools group that might not be mandatory for the agent's response during the test. You can find them under the optional section and check/uncheck based on requirements.

You will have three options for setting the parameter values:

1. Model: Choose this when you want the model to predict and make the choice of the parameter value for you based on the instructions and context.
2. On-Trigger: If you want the values to be dynamic, the moment the agent is triggered, the value will be passed. You can map this parameter under Tool Parameter Mapping during the activation of the agent in your product. 
   For example, let's say you've configured a button for the record details page of the Deals module to provide deal insights. Here, the record id is the value that should be passed on the trigger of the agent. 
3. Constant: In cases where the agent needs to work with certain predefined values, you can map constant values to the parameters.
   For example, if you place your agent as a button on a record detail page of a module to fetch record insights, the module name is the constant value. 

2. Edit Parameters

Provide the values of the parameters to the model for it to fetch the respective IDs and use them for testing. For the parameters you had chosen On-trigger, you will need to enter the parameter values manually since this is a testing environment.

Copy Parameters: The Copy Parameters button will copy the parameters and includes the tool name, parameters and their values. You can use these to insert as systemArgs in the request body while deploying the agent in a service.

Set the tools parameter mapping and click Save.

3. Ask Our AI Anything

Here, you can ask the agent to perform the intended action based on the tools, connections, and knowledge base that are associated. Let's say summarizing the deal's stage history is the agent's role. 

After mapping the tools' parameters, ask the AI assistant to do the relevant action.

1. Enter an appropriate prompt for the agent to understand and summarize stage history.
2. Provide with the required details that the agent asks for. Make sure the prompt aligns with the tools associated.
3. The agent understands natural language, answers and/or performs tasks based on prompts. If the test is successful, then your agent is good to get deployed!

The agent will successfully summarize the deal's stage history for you.

4. Clear Chat

You can erase the conversation with the assistant and restart it by clicking the Clear Chat button.

Deploy an Agent

After successful testing, the next step is to deploy it.

1. Go to the Agents tab, choose the agent to be deployed. 
2. In the left panel, click Deploy. 
3. Choose Deploy using Connection.
   

Deploy as a digital employee

Deploy as a digital employee is being rolled out in a phased manner, and may not be available for all.

If you choose this option, follow the steps below:

1. Select the product you want to deploy the agent to in the panel that appears on the right.
2. Following that, a consent page appears, seeking consent for the agent to access the CRM as a digital employee. Check the consent check box and click Continue.
3. Click Continue.
4. In the next pop-up that will check for certain privileges before deploying the agent, make the following settings. 

1. Applications: Make sure the right applications and portals are chosen and click Continue.
2. Permissions: Based on the agent's intended actions, choose the right role and permissions to the agent and click Save, then click Continue.
3. Agent Details: Create the following details for the agent: First name, Last name, Agent email ID, and click Continue.
4. Summary: Based on the details, the agent will be deployed as a user and a digital employee, and click Done.

Deploy using Connections

If you want to deploy the agent using connections, follow the steps below:

1. In the Tools Param Mapping sliding panel, check the parameters you'd set for testing. You can change the settings if required. Click Next.
2. Choose one of the connections from the drop-down or create a new connection by clicking New against the service you want. Let's say Zoho CRM.
   

Note: All services related to the chosen tools will be listed here. Choose the desired connection for each service.

3. Click Next.
   
   

If you want to create a new connection, follow the below steps.

4. A new tab opens. Click New.
   
5. In the authentication pop-up, click Connect.
   

6. Choose one of the CRM's organizations you want and click Submit.
   
7. Acknowledge Deluge's authorization prompt seeking consent to allow Deluge to perform CRUD operations by clicking Accept. 
   
   Once the authentication is done, the connection is created.

8. Select CRM (or the respective product). 
   

Your agent will be deployed.

See Also

Components of Zia Agents

Frequently Asked Questions

Need Help? 

Mail us at support@ziaagents.com