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Troubleshoot setup validation errors while hiring an AI Agent

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Setup validation errors while hiring an AI Agent usually points to an access, scope, configuration, dependency, timing, or data issue.

Check required fields

  1. Confirm every required setup field has a value.
  2. Make sure selected categories, tags, statuses, priorities, SLAs, and custom fields still exist in Help Desk.
  3. For integration-backed AI Agents, confirm the required integration is set up.

Check field format

  1. Use the expected format for values such as order IDs, email addresses, day windows, policy text, or thresholds.
  2. Remove sample or temporary text from custom instructions before continuing.
  3. If setup values were changed after deployment, review and deploy the AI Agent again.

Confirm the fix

After correcting the field, select Continue again and review the deploy step.

To review the required setup sequence, complete the Onboard step for an AI Agent.