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Configuration

Welcome to the Configuration section, your hub for day-to-day organizational management. This is where you'll set up users, deploy AI agents, integrate data sources, and configure security policies for your organization.

Organization-Level Management

Configuration covers all administrative tasks within your organization (tenant). For platform-wide infrastructure management across multiple organizations, see Super Admin.

Overview​

Configuration is organized into four main areas:

  1. Organization & Access - Users, roles, authentication, and settings
  2. AI Agents - Agent creation and deployment
  3. Enterprise Connectors - Data source integration
  4. Security & Safety - Content moderation and protection

Organization & Access​

Manage your organization's fundamental settings, users, roles, and authentication systems.

View Organization & Access Topics

Core Settings​

  • Organization Settings - Configure organization name, platform capabilities (Reasoning Engine, Web Search, Coding, Voice), credential controls, and deployment management
  • SSO (Single Sign-On) - Integrate Google Workspace or Microsoft 365 for centralized authentication

User Management​

  • User Management - Create users, assign roles, manage account status, set passwords, and monitor activity
  • Roles & Permissions - Create custom roles, define permissions, control connector access, and integrate with agents

Quick Start: Set up Organization Settings → Configure SSO → Create Users → Define Roles

AI Agents​

Create and deploy AI agents tailored to your organization's needs with enterprise data access and role-based controls.

View AI Agents Topics

Agent Configuration​

  • Agent Overview - Understand agent types (Customer Support, Sales Enablement, HR & Onboarding), deployment workflows, governance requirements, and best practices
  • Creating Agents - Step-by-step guide to configure agents, set instructions, integrate knowledge sources, implement role-based access, and test before deployment
  • Agent Audio Settings - Configure language-specific TTS voice overrides for organization-wide speech customization

Key Capabilities:

  • Connect to enterprise data through Connectors
  • Restrict access by user roles for security
  • Deploy organization-wide or to specific teams
  • Monitor performance through Traces (Super Admin only)

Common Use Cases: Customer support, sales enablement, HR onboarding, compliance guidance, IT support

Enterprise Connectors​

Integrate external data sources to power your AI agents with organizational knowledge and databases.

View Enterprise Connectors Topics

Connector Overview​

  • Connectors Index - Overview of all available enterprise connectors and integration options

Knowledge Base Connectors​

Connect document repositories and file storage systems:

  • Overview - Knowledge base integration fundamentals and supported platforms
  • Google Drive - Connect Google Workspace documents and folders
  • SharePoint - Integrate Microsoft SharePoint sites and document libraries
  • S3-Compatible Storage - Connect AWS S3 and compatible object storage
  • Samba - Connect SMB network shares and Samba servers
  • Sync Configuration - Configure automated synchronization and refresh schedules

Database Connectors​

Connect SQL databases for structured data access:

MCP Servers (Model Context Protocol)​

Extend agent capabilities with custom tools and services:

Integration Workflow: Create connector → Configure access and permissions → Set role restrictions → Connect to agent → Test functionality

Security & Safety​

Implement content moderation, safety filters, and security protections across all AI interactions.

View Security & Safety Topics

Generative Shield​

Platform-wide content moderation and security system:

  • Overview - Understanding Generative Shield and how it protects conversations
  • Management - Administer Shield policies and configurations
  • Settings - Configure Shield behavior and sensitivity levels

Safety Filters​

What Shield Does: Monitors all agent conversations, blocks harmful content, enforces organizational policies, logs interventions for review in Traces (Super Admin only)

Configuration Priority: Set up Shield early in your deployment to ensure all interactions are properly moderated from day one

Getting Started​

New to Configuration?

If you're setting up your organization for the first time, follow our step-by-step setup guide below. It walks you through foundation setup, data integration, agent deployment, and ongoing monitoring.

View Complete Setup Guide

1. Foundation Setup​

2. Data Integration​

3. Agent Deployment​

  • Review Agent Overview and plan deployment
  • Create pilot Agents for specific teams
  • Connect agents to enterprise data sources
  • Test thoroughly before organization-wide rollout

4. Monitoring & Iteration​

  • Monitor agent performance in Traces (Super Admin only)
  • Gather user feedback through Internal Support
  • Refine roles, permissions, and agent configurations
  • Expand deployment based on success metrics

Quick Reference​

Best Practices​

  • Security First: Enable SSO, implement role-based access through Roles & Permissions, configure Generative Shield early, and follow the principle of least privilege.

  • Agent Governance: Start with pilot deployments, clearly define agent scope and purpose, use role restrictions for sensitive data, and monitor performance through Traces (Super Admin only).

  • Data Integration: Test connectors before agent deployment, validate role-based access controls, keep synchronized data current, and document connector configurations.

Use the sections above to navigate all configuration topics. For monitoring and compliance (Super Admin only), see Observability. For support management, see Support.