Configure Agents

Assign a preset

1. 1
   Open Agents

   Use the assignment view to find the correct client.

2. 2
   Choose a preset

   Select the provider-approved configuration that fits the client’s plan.

3. 3
   Set the frequency

   Choose how often the workflow should review permitted information and prepare the next supported action.

4. 4
   Enable and save

   Enable the workflow only after reviewing its settings, then save the client row.

Add client-specific context

Use the client context control to add relevant, current information that should guide the workflow. Include only the minimum information needed and remove stale context.

After configuration

Review the next run and logs to confirm the workflow behaves as intended. Pause or revise the configuration when the plan, risk, consent, or client circumstances change.