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Use Train and Test before deploying an AI Agent

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Train and Test helps admins check whether the AI Agent can recognize when it should act before deployment.

Before you start

Prepare a few recent tickets that represent the AI Agent's intended use. Include examples where the AI Agent should act and examples where it should not act.

Test the AI Agent

  1. Complete the AI Agent's Onboard step.
  2. Open the training or testing step when it is available.
  3. Use representative ticket examples for the selected categories.
  4. Review the AI Agent's suggested output or decision.
  5. Adjust categories, setup fields, or custom instructions if the result is wrong or incomplete.
  6. Repeat testing until the output matches the expected behavior.

What to review

What happens next

The AI Agent is ready for deployment with a clearer scope and fewer surprises during early activity.

Deploy in Supervised Mode when available so support agents can review early results.