Nov 12, 2025
Any agent role with the “Manage Autopilot” permission enabled can hire and configure AI Agents in your helpdesk.
This guide walks you through the onboarding and configuration process.
Step 1: Start Hiring an Agent
- Navigate to Autopilot → AI Agent Marketplace.
- Browse or filter agents to find one that fits your workflow.
- Click Hire on the agent card you want to onboard. This action opens the Onboarding page for the selected AI Agent.
Step 2: Onboarding Page Overview
The Onboard page displays all details and configuration options for the agent:
- Name & Description - Confirms the agent you are hiring and its purpose.
- Agent Mode Selection - Choose whether the agent operates in:
- Supervised Mode - actions are suggested for review before execution.
- Autopilot Mode - actions are executed automatically.
- Supervised Mode - actions are suggested for review before execution.
- Category Association - Select one or more ticket categories where this agent will operate.
- Agent-Specific Configuration Fields - Certain agents may have unique fields that require additional input (e.g., target language for Translation Agent).
- Preview / Deploy - Review how the agent will act through a preview before deployment.
Tip: Some agents can only be assigned to a single category, while others can be configured across multiple categories simultaneously.
Step 3: Configure the Agent
- Select the mode: Decide whether the agent will act autonomously or require review in supervised mode.
- Associate categories: Use the multi-select dropdown to choose relevant ticket categories.
- Fill agent-specific fields (if applicable): Complete any additional configuration options unique to that agent.
- Review preview: Click Continue to see how the agent will perform actions in the deployment preview.
Step 4: Deploy the Agent
- After reviewing the preview, you’ll reach the Deploy page.
- Confirm all configuration details and click the Deploy Agent button.
- You will be redirected to the My Hired Agents page after deployment.
Once deployed, the agent is active in the categories you selected. You can hire multiple instances of the same agent to configure it differently for various business processes or ticket categories.
Step 5: Next Steps After Deployment
- Go to My Hired Agents to manage active agents and update configurations as needed.
- Monitor each agent’s activity through ticket timelines, where all AI actions are clearly labeled with the agent’s name.
Tips and Best Practices
- Use Supervised Mode for new agents to verify outputs before enabling full automation.
- Deploy agents gradually across categories to prevent unintended actions.
- Review the deployment preview carefully to confirm expected behavior.

