Airgentic Help
Use this checklist to prepare for your Airgentic onboarding session. Coming prepared helps ensure we cover everything relevant to your situation.
| Role | Why they should attend | Required? |
|---|---|---|
| Platform administrator | Will configure and maintain the service | Yes |
| Content owner / Operations | Will monitor conversations and manage content | Yes |
| Technical owner | May need to implement integrations or advanced features | Recommended |
| Manager / Sponsor | Should understand capabilities at a high level | Optional |
Aim for: 2–4 attendees from different roles. Larger groups can join but may have less opportunity for questions.
Confirm that at least one attendee can log in to the Airgentic admin console and share their screen if needed for troubleshooting or questions.
Answer these questions before the session:
Check which capabilities your service currently uses or will use:
| Feature | Now | Later | Not planned |
|---|---|---|---|
| Basic Q&A from website content | ☐ | ☐ | ☐ |
| Uploaded documents (PDFs, Word) | ☐ | ☐ | ☐ |
| Curated answers | ☐ | ☐ | ☐ |
| Specialist agents | ☐ | ☐ | ☐ |
| Custom functions | ☐ | ☐ | ☐ |
| Human handoff | ☐ | ☐ | ☐ |
| Voice mode | ☐ | ☐ | ☐ |
| Secure service (authentication) | ☐ | ☐ | ☐ |
This helps us focus on what's relevant and skip what isn't.
Before the session, ask your team:
Write these down so we can address them during the session.
If the service is already live or in testing:
Familiarise yourself with:
Reading Platform Mental Model before the session will help you follow along more easily. It's not required, but recommended.
If your service is live or in testing, try asking some questions in the widget or Admin Chat. Note:
| Preparation item | Done |
|---|---|
| Attendees identified and invited | ☐ |
| Admin console access confirmed | ☐ |
| Service scope clarified | ☐ |
| Feature usage identified (now vs later) | ☐ |
| Team questions collected | ☐ |
| Current service state reviewed | ☐ |
| Session logistics confirmed | ☐ |
Next: Your Onboarding Session