diff --git a/build/agents/create-an-agent.mdx b/build/agents/create-an-agent.mdx index 4a3f6677..7cf2227e 100644 --- a/build/agents/create-an-agent.mdx +++ b/build/agents/create-an-agent.mdx @@ -88,4 +88,4 @@ Once you've created an Agent, explore the rest of the build guides to refine it: - [Triggers](/build/agents/build-your-agent/triggers) — run your Agent automatically on a schedule, from a webhook, or from an integration - [Alerts](/build/agents/build-your-agent/alerts) — get notified when your Agent needs attention, and define when it should loop in a human - [Memory](/build/agents/build-your-agent/memory) — configure how your Agent retains context across conversations -- [Version history](/build/agents/build-your-agent/version-history) — every save creates a snapshot you can restore, so you can experiment without losing working versions +- [Version history](/build/platform/version-history) — every save creates a snapshot you can restore, so you can experiment without losing working versions diff --git a/build/invent/invent.mdx b/build/invent/invent.mdx index e93a6e45..ba8b55b2 100644 --- a/build/invent/invent.mdx +++ b/build/invent/invent.mdx @@ -220,7 +220,7 @@ Invent is available to organization admins by default. An organization admin can Ask Invent to roll an asset back to an earlier version — for example, "Restore the previous version of this tool". Invent copies that version into the current draft, leaving the live published version unchanged until you publish. This restores an earlier version of an existing asset; it doesn't recover one that's been deleted. - Invent always asks you to confirm before restoring, and appends `(restored)` to the version name so the restored state is easy to identify later. For a full guide to version history — including how to restore and rename versions from the builder UI, and how retention works — see [Version history](/build/agents/build-your-agent/version-history). + Invent always asks you to confirm before restoring, and appends `(restored)` to the version name so the restored state is easy to identify later. For a full guide to version history — including how to restore and rename versions from the builder UI, and how retention works — see [Version history](/build/platform/version-history). @@ -230,7 +230,7 @@ Invent is available to organization admins by default. An organization admin can Invent can build an initial Evals suite, review results, investigate failed Checks, and diagnose performance alarms for Agents and Workforces. - + Learn how to create scenarios and reusable Checks, run evaluations, and monitor live performance. diff --git a/build/agents/evals/checks.mdx b/build/platform/evals/checks.mdx similarity index 97% rename from build/agents/evals/checks.mdx rename to build/platform/evals/checks.mdx index 6a0ee458..0bbc612e 100644 --- a/build/agents/evals/checks.mdx +++ b/build/platform/evals/checks.mdx @@ -10,7 +10,7 @@ A Check is one pass-or-fail criterion. Every Agent and Workforce has its own lib - **To a Monitor dashboard** — it runs on a sampled portion of live tasks. - **To a one-off evaluation** of already-completed tasks selected from the task list. -This page is the reference for what each type scores. To attach one while building a Test, see [creating Tests](/build/agents/evals/test-sets). +This page is the reference for what each type scores. To attach one while building a Test, see [creating Tests](/build/platform/evals/test-sets). --- @@ -99,7 +99,7 @@ The Checks tab lists every Check on the Agent or Workforce, grouped by type. Fil --- -Next: Learn how to [run Evals](/build/agents/evals/running-evaluations) against your Test sets. +Next: Learn how to [run Evals](/build/platform/evals/running-evaluations) against your Test sets. ## Frequently asked questions (FAQs) diff --git a/build/agents/evals/introduction.mdx b/build/platform/evals/introduction.mdx similarity index 97% rename from build/agents/evals/introduction.mdx rename to build/platform/evals/introduction.mdx index abb029d6..af829ab3 100644 --- a/build/agents/evals/introduction.mdx +++ b/build/platform/evals/introduction.mdx @@ -89,7 +89,7 @@ Clicking a **Credits** or **Actions** value opens a breakdown of where that Test --- -Next: Learn how to [create Tests](/build/agents/evals/test-sets) — the simulated conversations your Agent gets evaluated against. +Next: Learn how to [create Tests](/build/platform/evals/test-sets) — the simulated conversations your Agent gets evaluated against. ## Frequently asked questions (FAQs) diff --git a/build/agents/evals/monitor.mdx b/build/platform/evals/monitor.mdx similarity index 91% rename from build/agents/evals/monitor.mdx rename to build/platform/evals/monitor.mdx index 6568f9eb..2635d384 100644 --- a/build/agents/evals/monitor.mdx +++ b/build/platform/evals/monitor.mdx @@ -4,7 +4,7 @@ sidebarTitle: 'Monitoring Evals' description: 'Score the real conversations your Agent or Workforce is having against Checks, on dashboards you configure per sample rate' --- -The **Monitor** section continuously scores live tasks against [Checks](/build/agents/evals/checks). Unlike the **Test** section, which runs simulated conversations, Monitor evaluates the real conversations your Agent or Workforce is having. +The **Monitor** section continuously scores live tasks against [Checks](/build/platform/evals/checks). Unlike the **Test** section, which runs simulated conversations, Monitor evaluates the real conversations your Agent or Workforce is having. Monitor is organized into **dashboards** — you can create more than one (for example, one focused on tone, another on tool-use accuracy) and configure each independently. diff --git a/build/agents/evals/running-evaluations.mdx b/build/platform/evals/running-evaluations.mdx similarity index 93% rename from build/agents/evals/running-evaluations.mdx rename to build/platform/evals/running-evaluations.mdx index 29d274ea..1c32c5aa 100644 --- a/build/agents/evals/running-evaluations.mdx +++ b/build/platform/evals/running-evaluations.mdx @@ -4,7 +4,7 @@ sidebarTitle: 'Running Evals' description: 'Run Test sets and individual Tests, read the scores that come back, and require evals to pass before publishing' --- -Once you've created [Tests](/build/agents/evals/test-sets) and defined [Checks](/build/agents/evals/checks), you're ready to run evaluations and see how your Agent or Workforce performs. You can run them by hand, or have a publish run them for you. +Once you've created [Tests](/build/platform/evals/test-sets) and defined [Checks](/build/platform/evals/checks), you're ready to run evaluations and see how your Agent or Workforce performs. You can run them by hand, or have a publish run them for you. --- @@ -94,7 +94,7 @@ Once configured, click **Save**. When you next publish your Agent, the selected --- -Next: Learn about [monitoring Evals](/build/agents/evals/monitor) — scoring the real conversations your Agent or Workforce is having. +Next: Learn about [monitoring Evals](/build/platform/evals/monitor) — scoring the real conversations your Agent or Workforce is having. ## Frequently asked questions (FAQs) diff --git a/build/agents/evals/test-sets.mdx b/build/platform/evals/test-sets.mdx similarity index 96% rename from build/agents/evals/test-sets.mdx rename to build/platform/evals/test-sets.mdx index b1b29eae..a1f5279d 100644 --- a/build/agents/evals/test-sets.mdx +++ b/build/platform/evals/test-sets.mdx @@ -4,7 +4,7 @@ sidebarTitle: 'Creating Tests' description: 'Create Tests that simulate real user conversations with your Agent or Workforce, and group them into Test sets' --- -A **Test** simulates one conversation with your Agent or Workforce. You describe a user in the **Scenario** field — *"You are a long-time customer who was charged twice for the same order"* — and Relevance plays that user, generates their messages, and hands back the transcript. The [Checks](/build/agents/evals/checks) you attach score it. +A **Test** simulates one conversation with your Agent or Workforce. You describe a user in the **Scenario** field — *"You are a long-time customer who was charged twice for the same order"* — and Relevance plays that user, generates their messages, and hands back the transcript. The [Checks](/build/platform/evals/checks) you attach score it. Tests live in a **Test set**, which is what a run points at — run the whole set, or a single Test inside it. @@ -47,7 +47,7 @@ Tests live in a **Test set**, which is what a run points at — run the whole se - See [Check types](/build/agents/evals/checks) for what each type scores and the fields it takes. + See [Check types](/build/platform/evals/checks) for what each type scores and the fields it takes. 8. Set **When the test hits an approval** to control how the Test resolves Tool approvals and escalations mid-conversation: @@ -112,7 +112,7 @@ Tests can be reorganized across Test sets as your testing strategy evolves. Each --- -Next: Read the [Check types](/build/agents/evals/checks) reference — what each type scores and how the Checks tab works. +Next: Read the [Check types](/build/platform/evals/checks) reference — what each type scores and how the Checks tab works. ## Frequently asked questions (FAQs) diff --git a/build/agents/share-your-agent.mdx b/build/platform/sharing/share-your-agent.mdx similarity index 98% rename from build/agents/share-your-agent.mdx rename to build/platform/sharing/share-your-agent.mdx index c7784873..884d2018 100644 --- a/build/agents/share-your-agent.mdx +++ b/build/platform/sharing/share-your-agent.mdx @@ -1,7 +1,7 @@ --- -title: "Share Your Agent" -sidebarTitle: "Share Your Agent" -description: "Learn how to share your agent with others using different UI options" +title: "Share your Agent" +sidebarTitle: "Agents" +description: "Learn how to share your Agent with others using different UI options" --- ## Overview diff --git a/build/tools/share-your-tool.mdx b/build/platform/sharing/share-your-tool.mdx similarity index 99% rename from build/tools/share-your-tool.mdx rename to build/platform/sharing/share-your-tool.mdx index bb1b3f15..20638436 100644 --- a/build/tools/share-your-tool.mdx +++ b/build/platform/sharing/share-your-tool.mdx @@ -1,5 +1,6 @@ --- title: 'Share your Tool' +sidebarTitle: 'Tools' description: 'Learn how to share your Tool with others using different UI options' --- diff --git a/build/workforces/share-your-workforce.mdx b/build/platform/sharing/share-your-workforce.mdx similarity index 98% rename from build/workforces/share-your-workforce.mdx rename to build/platform/sharing/share-your-workforce.mdx index 024b86ac..0392deb3 100644 --- a/build/workforces/share-your-workforce.mdx +++ b/build/platform/sharing/share-your-workforce.mdx @@ -1,6 +1,6 @@ --- title: "Share your Workforce" -sidebarTitle: "Share your Workforce" +sidebarTitle: "Workforces" description: "Learn how to share your Workforce with others as a cloneable template" --- diff --git a/build/agents/give-your-agent-tasks/bulk-schedule.mdx b/build/platform/tasks/bulk-schedule.mdx similarity index 100% rename from build/agents/give-your-agent-tasks/bulk-schedule.mdx rename to build/platform/tasks/bulk-schedule.mdx diff --git a/build/agents/give-your-agent-tasks/interact-with-your-agent.mdx b/build/platform/tasks/interact-with-your-agent.mdx similarity index 100% rename from build/agents/give-your-agent-tasks/interact-with-your-agent.mdx rename to build/platform/tasks/interact-with-your-agent.mdx diff --git a/build/agents/give-your-agent-tasks/task-overview.mdx b/build/platform/tasks/task-overview.mdx similarity index 87% rename from build/agents/give-your-agent-tasks/task-overview.mdx rename to build/platform/tasks/task-overview.mdx index 807de614..1b917df8 100644 --- a/build/agents/give-your-agent-tasks/task-overview.mdx +++ b/build/platform/tasks/task-overview.mdx @@ -12,7 +12,7 @@ A Task is a single run of work carried out by an Agent or a Workforce: a convers The Agent and Workforce builders each have a Run tab showing that Agent or Workforce's Tasks, where you can also start new ones. - + Every Task across all your Agents and Workforces in one list, for monitoring and acting in bulk. @@ -49,4 +49,4 @@ Combine the two error filters to catch every kind of failure, including Tool fai ## Viewing Tasks across all your Agents -The views above each focus on a single Agent or Workforce. To monitor and troubleshoot every Task across all your Agents and Workforces from one place, head to the [Tasks page](/build/agents/give-your-agent-tasks/tasks-page). It's where you triage escalations, errors, and approvals, and act in bulk when a whole group needs the same fix. Selecting any Task there opens the same conversation (its messages and Tool runs) in a side panel. +The views above each focus on a single Agent or Workforce. To monitor and troubleshoot every Task across all your Agents and Workforces from one place, head to the [Tasks page](/build/platform/tasks/tasks-page). It's where you triage escalations, errors, and approvals, and act in bulk when a whole group needs the same fix. Selecting any Task there opens the same conversation (its messages and Tool runs) in a side panel. diff --git a/build/agents/give-your-agent-tasks/task-queue.mdx b/build/platform/tasks/task-queue.mdx similarity index 100% rename from build/agents/give-your-agent-tasks/task-queue.mdx rename to build/platform/tasks/task-queue.mdx diff --git a/build/agents/give-your-agent-tasks/tasks-page.mdx b/build/platform/tasks/tasks-page.mdx similarity index 95% rename from build/agents/give-your-agent-tasks/tasks-page.mdx rename to build/platform/tasks/tasks-page.mdx index 00ba2822..44efc39e 100644 --- a/build/agents/give-your-agent-tasks/tasks-page.mdx +++ b/build/platform/tasks/tasks-page.mdx @@ -11,7 +11,7 @@ The Tasks page is where you monitor everything your Agents and Workforces are do Tasks from both Agents and Workforces appear here, and the same triage and bulk action flows apply to both. -Each Task is a single run of work (a conversation or workflow) carried out by an Agent or Workforce. For what a Task is and how to read one, see [Tasks](/build/agents/give-your-agent-tasks/task-overview). +Each Task is a single run of work (a conversation or workflow) carried out by an Agent or Workforce. For what a Task is and how to read one, see [Tasks](/build/platform/tasks/task-overview). ## Tabs diff --git a/build/agents/build-your-agent/version-history.mdx b/build/platform/version-history.mdx similarity index 100% rename from build/agents/build-your-agent/version-history.mdx rename to build/platform/version-history.mdx diff --git a/build/tools/create-a-tool.mdx b/build/tools/create-a-tool.mdx index 386b6981..b5d318c8 100644 --- a/build/tools/create-a-tool.mdx +++ b/build/tools/create-a-tool.mdx @@ -36,7 +36,7 @@ This guide walks you through creating a Tool. For an overview of what Tools are 6. Add **steps** — what should the Tool do with that data? Steps include LLM prompts, API calls, integrations, code execution, and more 7. Define your **outputs** — what should the Tool return when it's done? 8. Run individual steps to test as you build -9. Give the Tool to an Agent or [share it](/build/tools/share-your-tool) as a standalone form +9. Give the Tool to an Agent or [share it](/build/platform/sharing/share-your-tool) as a standalone form
diff --git a/docs.json b/docs.json index ddf85285..934bc03b 100644 --- a/docs.json +++ b/docs.json @@ -123,7 +123,6 @@ "build/agents/build-your-agent/alerts", "build/agents/build-your-agent/memory", "build/agents/build-your-agent/variables", - "build/agents/build-your-agent/version-history", { "group": "Trigger Types", "pages": [ @@ -167,27 +166,6 @@ } ] }, - { - "group": "Evaluating Performance", - "pages": [ - "build/agents/evals/introduction", - "build/agents/evals/test-sets", - "build/agents/evals/checks", - "build/agents/evals/running-evaluations", - "build/agents/evals/monitor" - ] - }, - { - "group": "Running Tasks", - "pages": [ - "build/agents/give-your-agent-tasks/task-overview", - "build/agents/give-your-agent-tasks/tasks-page", - "build/agents/give-your-agent-tasks/interact-with-your-agent", - "build/agents/give-your-agent-tasks/bulk-schedule", - "build/agents/give-your-agent-tasks/task-queue" - ] - }, - "build/agents/share-your-agent", "build/agents/delete-agent" ] }, @@ -207,7 +185,6 @@ ] }, "build/tools/delete-tool", - "build/tools/share-your-tool", { "group": "Tool Steps", "pages": [ @@ -369,8 +346,7 @@ "build/workforces/workforce-features/workforce-task-view", "build/workforces/workforce-features/approvals-and-escalations" ] - }, - "build/workforces/share-your-workforce" + } ] }, { @@ -391,6 +367,40 @@ "build/knowledge/knowledge-tool-steps", "build/knowledge/use-snippets-for-quick-access" ] + }, + { + "group": "Platform", + "pages": [ + { + "group": "Evaluating Performance", + "pages": [ + "build/platform/evals/introduction", + "build/platform/evals/test-sets", + "build/platform/evals/checks", + "build/platform/evals/running-evaluations", + "build/platform/evals/monitor" + ] + }, + { + "group": "Running Tasks", + "pages": [ + "build/platform/tasks/task-overview", + "build/platform/tasks/tasks-page", + "build/platform/tasks/interact-with-your-agent", + "build/platform/tasks/bulk-schedule", + "build/platform/tasks/task-queue" + ] + }, + { + "group": "Sharing", + "pages": [ + "build/platform/sharing/share-your-agent", + "build/platform/sharing/share-your-tool", + "build/platform/sharing/share-your-workforce" + ] + }, + "build/platform/version-history" + ] } ] }, @@ -783,6 +793,62 @@ } }, "redirects": [ + { + "source": "/build/agents/evals/introduction", + "destination": "/build/platform/evals/introduction" + }, + { + "source": "/build/agents/evals/test-sets", + "destination": "/build/platform/evals/test-sets" + }, + { + "source": "/build/agents/evals/checks", + "destination": "/build/platform/evals/checks" + }, + { + "source": "/build/agents/evals/running-evaluations", + "destination": "/build/platform/evals/running-evaluations" + }, + { + "source": "/build/agents/evals/monitor", + "destination": "/build/platform/evals/monitor" + }, + { + "source": "/build/agents/give-your-agent-tasks/task-overview", + "destination": "/build/platform/tasks/task-overview" + }, + { + "source": "/build/agents/give-your-agent-tasks/tasks-page", + "destination": "/build/platform/tasks/tasks-page" + }, + { + "source": "/build/agents/give-your-agent-tasks/interact-with-your-agent", + "destination": "/build/platform/tasks/interact-with-your-agent" + }, + { + "source": "/build/agents/give-your-agent-tasks/bulk-schedule", + "destination": "/build/platform/tasks/bulk-schedule" + }, + { + "source": "/build/agents/give-your-agent-tasks/task-queue", + "destination": "/build/platform/tasks/task-queue" + }, + { + "source": "/build/agents/share-your-agent", + "destination": "/build/platform/sharing/share-your-agent" + }, + { + "source": "/build/tools/share-your-tool", + "destination": "/build/platform/sharing/share-your-tool" + }, + { + "source": "/build/workforces/share-your-workforce", + "destination": "/build/platform/sharing/share-your-workforce" + }, + { + "source": "/build/agents/build-your-agent/version-history", + "destination": "/build/platform/version-history" + }, { "source": "/enterprise/org-project-controls-governance", "destination": "/enterprise/manage-projects-and-users-api" @@ -1145,15 +1211,15 @@ }, { "source": "/evals", - "destination": "/build/agents/evals/introduction" + "destination": "/build/platform/evals/introduction" }, { "source": "/build/agents/evals", - "destination": "/build/agents/evals/introduction" + "destination": "/build/platform/evals/introduction" }, { "source": "/build/agents/build-your-agent/evals", - "destination": "/build/agents/evals/introduction" + "destination": "/build/platform/evals/introduction" } ] } diff --git a/enterprise/rbac.mdx b/enterprise/rbac.mdx index b91f756c..c4c9a2d7 100644 --- a/enterprise/rbac.mdx +++ b/enterprise/rbac.mdx @@ -239,7 +239,7 @@ This means when sharing a workforce, you must: -Learn more about [sharing workforces](/build/workforces/share-your-workforce) as cloneable templates. +Learn more about [sharing workforces](/build/platform/sharing/share-your-workforce) as cloneable templates. ---- diff --git a/get-started/pricing.mdx b/get-started/pricing.mdx index 16aa5ee4..e41b92f2 100644 --- a/get-started/pricing.mdx +++ b/get-started/pricing.mdx @@ -161,7 +161,7 @@ Start delegating work to agents today. Grow as your AI Workforce expands. | **Bring your own LLM** | ✗ | ✓ | ✓ | ✓ | | **A/B Testing** | ✗ | ✓ | ✓ | ✓ | | **[Analytics Dashboard](/enterprise/analytics)** | ✗ | ✗ | ✓ | ✓ | -| **[Agent Evaluations](/build/agents/evals/introduction)** | ✗ | ✗ | ✗ | ✓ | +| **[Agent Evaluations](/build/platform/evals/introduction)** | ✗ | ✗ | ✗ | ✓ | | **Work Hour Controls** | ✗ | ✗ | ✗ | ✓ | ### Security & compliance diff --git a/get-started/quick-start-guide.mdx b/get-started/quick-start-guide.mdx index 9969d22a..354bd760 100644 --- a/get-started/quick-start-guide.mdx +++ b/get-started/quick-start-guide.mdx @@ -105,10 +105,10 @@ Test again after each change. A few rounds of this and you'll have a solid agent Once you're happy with the output, put your agent to work: -- [Share your agent](/build/agents/share-your-agent) with your team so others can use it +- [Share your agent](/build/platform/sharing/share-your-agent) with your team so others can use it - Use [Relevance Chat](/get-started/chat/introduction) to give your team instant access to your agents - Set up [triggers](/build/agents/build-your-agent/triggers) to run it automatically — on a schedule, from a webhook, or when something happens in your CRM -- Use [bulk schedule](/build/agents/give-your-agent-tasks/bulk-schedule) to run it across a list of inputs +- Use [bulk schedule](/build/platform/tasks/bulk-schedule) to run it across a list of inputs - Add [alerts](/build/agents/build-your-agent/alerts) so you get notified when something needs attention, and the agent knows when to loop in a human ## Beyond building diff --git a/get-started/troubleshooting/troubleshooting-agents-not-working.mdx b/get-started/troubleshooting/troubleshooting-agents-not-working.mdx index 8f6c6fa9..52ebe04e 100644 --- a/get-started/troubleshooting/troubleshooting-agents-not-working.mdx +++ b/get-started/troubleshooting/troubleshooting-agents-not-working.mdx @@ -34,7 +34,7 @@ Learn how to monitor your credit and action usage at both the [organization leve When agents fail, it's often because one of their tools is not working properly. Here's how to troubleshoot tool issues: -Use the **Has active tool failures** filter in the Task list to quickly identify which Tasks had Tool failures — including cases where the Agent continued running despite a Tool error. See [Filtering Tasks](/build/agents/give-your-agent-tasks/task-overview#filtering-tasks) for details. +Use the **Has active tool failures** filter in the Task list to quickly identify which Tasks had Tool failures — including cases where the Agent continued running despite a Tool error. See [Filtering Tasks](/build/platform/tasks/task-overview#filtering-tasks) for details. #### Step 1: Test the tool independently diff --git a/guides/customer-success/account-health.mdx b/guides/customer-success/account-health.mdx index 51a57200..ea508ca8 100644 --- a/guides/customer-success/account-health.mdx +++ b/guides/customer-success/account-health.mdx @@ -67,13 +67,13 @@ Once it's running, deepen it in three moves: - Shape it with a [prompt](/build/agents/build-your-agent/prompt), your CS playbook in [Knowledge](/build/knowledge/create-knowledge), and [Bulk Schedule](/build/agents/give-your-agent-tasks/bulk-schedule). + Shape it with a [prompt](/build/agents/build-your-agent/prompt), your CS playbook in [Knowledge](/build/knowledge/create-knowledge), and [Bulk Schedule](/build/platform/tasks/bulk-schedule). Wrap it in a [workflow](/build/workforces/create-a-workforce) that fires on a [trigger](/build/agents/build-your-agent/triggers). - Pipe churn outcomes back into the Agent's [evals](/build/agents/evals/introduction) so scoring tracks what predicted cancellation. + Pipe churn outcomes back into the Agent's [evals](/build/platform/evals/introduction) so scoring tracks what predicted cancellation. diff --git a/guides/customer-success/getting-started.mdx b/guides/customer-success/getting-started.mdx index ced90a17..6d1292e0 100644 --- a/guides/customer-success/getting-started.mdx +++ b/guides/customer-success/getting-started.mdx @@ -105,7 +105,7 @@ How hands-on do you want to be? Pick a tab — the rest of the page is written f Set up evals so health scoring or QBR-prep regressions get caught before they reach the CSM. - + Define test cases in the UI. Run them on every change. diff --git a/guides/customer-success/qbr-prep.mdx b/guides/customer-success/qbr-prep.mdx index 3bbb4952..91e9280c 100644 --- a/guides/customer-success/qbr-prep.mdx +++ b/guides/customer-success/qbr-prep.mdx @@ -73,7 +73,7 @@ Once it's running, deepen it in three moves: Wrap it in a [workflow](/build/workforces/create-a-workforce) that fires on a [trigger](/build/agents/build-your-agent/triggers). - Feed back which QBR sections landed into the Agent's [evals](/build/agents/evals/introduction) so the format tracks what's used. + Feed back which QBR sections landed into the Agent's [evals](/build/platform/evals/introduction) so the format tracks what's used. diff --git a/guides/customer-success/renewal-expansion.mdx b/guides/customer-success/renewal-expansion.mdx index 54b11892..73fd3a0d 100644 --- a/guides/customer-success/renewal-expansion.mdx +++ b/guides/customer-success/renewal-expansion.mdx @@ -67,13 +67,13 @@ Once it's running, deepen it in three moves: - Shape it with a [prompt](/build/agents/build-your-agent/prompt), your renewal playbook in [Knowledge](/build/knowledge/create-knowledge), and [Bulk Schedule](/build/agents/give-your-agent-tasks/bulk-schedule). + Shape it with a [prompt](/build/agents/build-your-agent/prompt), your renewal playbook in [Knowledge](/build/knowledge/create-knowledge), and [Bulk Schedule](/build/platform/tasks/bulk-schedule). Wrap it in a [workflow](/build/workforces/create-a-workforce) that fires on a [trigger](/build/agents/build-your-agent/triggers). - Feed renewal outcomes back into the Agent's [evals](/build/agents/evals/introduction) so it leans on the plays that saved accounts. + Feed renewal outcomes back into the Agent's [evals](/build/platform/evals/introduction) so it leans on the plays that saved accounts. diff --git a/guides/customer-support/getting-started.mdx b/guides/customer-support/getting-started.mdx index edd13dc0..437c109a 100644 --- a/guides/customer-support/getting-started.mdx +++ b/guides/customer-support/getting-started.mdx @@ -105,7 +105,7 @@ How hands-on do you want to be? Pick a tab — the rest of the page is written f Set up evals so regressions in tone or accuracy get caught before the Agent replies to a customer. - + Define test cases in the UI. Run them on every change. diff --git a/guides/customer-support/kb-generation.mdx b/guides/customer-support/kb-generation.mdx index 1806f2c0..ae0fcecc 100644 --- a/guides/customer-support/kb-generation.mdx +++ b/guides/customer-support/kb-generation.mdx @@ -67,13 +67,13 @@ Once it's running, deepen it in three moves: - Shape it with a [prompt](/build/agents/build-your-agent/prompt), your style guide in [Knowledge](/build/knowledge/create-knowledge), and [Bulk Schedule](/build/agents/give-your-agent-tasks/bulk-schedule). + Shape it with a [prompt](/build/agents/build-your-agent/prompt), your style guide in [Knowledge](/build/knowledge/create-knowledge), and [Bulk Schedule](/build/platform/tasks/bulk-schedule). Wrap it in a [workflow](/build/workforces/create-a-workforce) that fires on a [trigger](/build/agents/build-your-agent/triggers). - Feed read and deflection data back into the Agent's [evals](/build/agents/evals/introduction) so it drafts the formats that help. + Feed read and deflection data back into the Agent's [evals](/build/platform/evals/introduction) so it drafts the formats that help. diff --git a/guides/customer-support/response-drafting.mdx b/guides/customer-support/response-drafting.mdx index 4e0babe2..8f3961f4 100644 --- a/guides/customer-support/response-drafting.mdx +++ b/guides/customer-support/response-drafting.mdx @@ -73,7 +73,7 @@ Once it's running, deepen it in three moves: Wrap it in a [workflow](/build/workforces/create-a-workforce) that fires on a [trigger](/build/agents/build-your-agent/triggers). - Feed back which drafts shipped untouched, plus CSAT, into the Agent's [evals](/build/agents/evals/introduction) so it matches what your team sends. + Feed back which drafts shipped untouched, plus CSAT, into the Agent's [evals](/build/platform/evals/introduction) so it matches what your team sends. diff --git a/guides/customer-support/ticket-triage.mdx b/guides/customer-support/ticket-triage.mdx index c85563cf..80f562d4 100644 --- a/guides/customer-support/ticket-triage.mdx +++ b/guides/customer-support/ticket-triage.mdx @@ -67,13 +67,13 @@ Once it's running, deepen it in three moves: - Shape it with a [prompt](/build/agents/build-your-agent/prompt), [Knowledge](/build/knowledge/create-knowledge), and [Bulk Schedule](/build/agents/give-your-agent-tasks/bulk-schedule). + Shape it with a [prompt](/build/agents/build-your-agent/prompt), [Knowledge](/build/knowledge/create-knowledge), and [Bulk Schedule](/build/platform/tasks/bulk-schedule). Wrap it in a [workflow](/build/workforces/create-a-workforce) that fires on a [trigger](/build/agents/build-your-agent/triggers). - Feed resolved-ticket outcomes back into the Agent's [evals](/build/agents/evals/introduction) so its triage tracks what actually held up. + Feed resolved-ticket outcomes back into the Agent's [evals](/build/platform/evals/introduction) so its triage tracks what actually held up. diff --git a/guides/marketing/campaign-analytics.mdx b/guides/marketing/campaign-analytics.mdx index 24a2781a..a7085cfe 100644 --- a/guides/marketing/campaign-analytics.mdx +++ b/guides/marketing/campaign-analytics.mdx @@ -73,7 +73,7 @@ Once it's running, deepen it in three moves: Wrap it in a [workflow](/build/workforces/create-a-workforce) that fires on a [trigger](/build/agents/build-your-agent/triggers). - Weight the Agent's [evals](/build/agents/evals/introduction) toward the metrics that actually predicted pipeline. + Weight the Agent's [evals](/build/platform/evals/introduction) toward the metrics that actually predicted pipeline. diff --git a/guides/marketing/content-repurposing.mdx b/guides/marketing/content-repurposing.mdx index 4a930faa..b6f2f717 100644 --- a/guides/marketing/content-repurposing.mdx +++ b/guides/marketing/content-repurposing.mdx @@ -67,13 +67,13 @@ Once it's running, deepen it in three moves: - Shape it with a [prompt](/build/agents/build-your-agent/prompt), your brand voice in [Knowledge](/build/knowledge/create-knowledge), and [Bulk Schedule](/build/agents/give-your-agent-tasks/bulk-schedule). + Shape it with a [prompt](/build/agents/build-your-agent/prompt), your brand voice in [Knowledge](/build/knowledge/create-knowledge), and [Bulk Schedule](/build/platform/tasks/bulk-schedule). Wrap it in a [workflow](/build/workforces/create-a-workforce) that fires on a [trigger](/build/agents/build-your-agent/triggers). - Feed channel engagement back into the Agent's [evals](/build/agents/evals/introduction) so it leans on what performed. + Feed channel engagement back into the Agent's [evals](/build/platform/evals/introduction) so it leans on what performed. diff --git a/guides/marketing/getting-started.mdx b/guides/marketing/getting-started.mdx index 10fb51e8..d688e21d 100644 --- a/guides/marketing/getting-started.mdx +++ b/guides/marketing/getting-started.mdx @@ -105,7 +105,7 @@ How hands-on do you want to be? Pick a tab — the rest of the page is written f Set up evals so brand-voice regressions get caught before they ship to your list. - + Define test cases in the UI. Run them on every change. diff --git a/guides/marketing/lifecycle-campaigns.mdx b/guides/marketing/lifecycle-campaigns.mdx index e8e6370c..552732ed 100644 --- a/guides/marketing/lifecycle-campaigns.mdx +++ b/guides/marketing/lifecycle-campaigns.mdx @@ -67,13 +67,13 @@ Once it's running, deepen it in three moves: - Shape it with a [prompt](/build/agents/build-your-agent/prompt), your brand voice in [Knowledge](/build/knowledge/create-knowledge), and [Bulk Schedule](/build/agents/give-your-agent-tasks/bulk-schedule). + Shape it with a [prompt](/build/agents/build-your-agent/prompt), your brand voice in [Knowledge](/build/knowledge/create-knowledge), and [Bulk Schedule](/build/platform/tasks/bulk-schedule). Wrap it in a [workflow](/build/workforces/create-a-workforce) that fires on a [trigger](/build/agents/build-your-agent/triggers). - Feed opens, clicks, and conversion back into the Agent's [evals](/build/agents/evals/introduction) so drafts track what converts. + Feed opens, clicks, and conversion back into the Agent's [evals](/build/platform/evals/introduction) so drafts track what converts. @@ -87,7 +87,7 @@ Once it's running, deepen it in three moves: The HubSpot trigger fires on the wrong field and the sequence drafts the wrong campaign. Gate triggers tightly and review what actually causes them to fire in week one. - A prompt tweak changes tone everywhere. Use [evals](/build/agents/evals/introduction) on a few canonical drafts to catch drift before it ships to subscribers. + A prompt tweak changes tone everywhere. Use [evals](/build/platform/evals/introduction) on a few canonical drafts to catch drift before it ships to subscribers. Tempting to skip marketing approval and queue directly. Don't — one bad subject line in production costs trust. Gate L3 with a Slack approval until you've watched it run for a quarter. diff --git a/guides/revops/data-dedup.mdx b/guides/revops/data-dedup.mdx index dbf1815d..b069f393 100644 --- a/guides/revops/data-dedup.mdx +++ b/guides/revops/data-dedup.mdx @@ -67,13 +67,13 @@ Once it's running, deepen it in three moves: - Shape it with a [prompt](/build/agents/build-your-agent/prompt), your matching rules in [Knowledge](/build/knowledge/create-knowledge), and [Bulk Schedule](/build/agents/give-your-agent-tasks/bulk-schedule). + Shape it with a [prompt](/build/agents/build-your-agent/prompt), your matching rules in [Knowledge](/build/knowledge/create-knowledge), and [Bulk Schedule](/build/platform/tasks/bulk-schedule). Wrap it in a [workflow](/build/workforces/create-a-workforce) that fires on a [trigger](/build/agents/build-your-agent/triggers). - Feed merge undos and disputes back into the Agent's [evals](/build/agents/evals/introduction) so its confidence thresholds track what's reliable. + Feed merge undos and disputes back into the Agent's [evals](/build/platform/evals/introduction) so its confidence thresholds track what's reliable. diff --git a/guides/revops/getting-started.mdx b/guides/revops/getting-started.mdx index e61df374..c666ea42 100644 --- a/guides/revops/getting-started.mdx +++ b/guides/revops/getting-started.mdx @@ -105,7 +105,7 @@ How hands-on do you want to be? Pick a tab — the rest of the page is written f Set up evals so routing or enrichment regressions get caught before they propagate across thousands of records. - + Define test cases in the UI. Run them on every change. diff --git a/guides/revops/lead-routing.mdx b/guides/revops/lead-routing.mdx index d3104f60..203f1cad 100644 --- a/guides/revops/lead-routing.mdx +++ b/guides/revops/lead-routing.mdx @@ -67,13 +67,13 @@ Once it's running, deepen it in three moves: - Shape it with a [prompt](/build/agents/build-your-agent/prompt), your territory rules in [Knowledge](/build/knowledge/create-knowledge), and [Bulk Schedule](/build/agents/give-your-agent-tasks/bulk-schedule). + Shape it with a [prompt](/build/agents/build-your-agent/prompt), your territory rules in [Knowledge](/build/knowledge/create-knowledge), and [Bulk Schedule](/build/platform/tasks/bulk-schedule). Wrap it in a [workflow](/build/workforces/create-a-workforce) that fires on a [trigger](/build/agents/build-your-agent/triggers). - Feed back which routing held up into the Agent's [evals](/build/agents/evals/introduction) so edge-case handling tracks real outcomes. + Feed back which routing held up into the Agent's [evals](/build/platform/evals/introduction) so edge-case handling tracks real outcomes. diff --git a/guides/revops/pipeline-hygiene.mdx b/guides/revops/pipeline-hygiene.mdx index 32141a42..390fd888 100644 --- a/guides/revops/pipeline-hygiene.mdx +++ b/guides/revops/pipeline-hygiene.mdx @@ -73,7 +73,7 @@ Once it's running, deepen it in three moves: Wrap it in a [workflow](/build/workforces/create-a-workforce) that fires on a [trigger](/build/agents/build-your-agent/triggers). - Feed back which at-risk signals predicted slippage into the Agent's [evals](/build/agents/evals/introduction) so flagging sharpens. + Feed back which at-risk signals predicted slippage into the Agent's [evals](/build/platform/evals/introduction) so flagging sharpens. diff --git a/guides/sales/competitive-intelligence.mdx b/guides/sales/competitive-intelligence.mdx index 855c4fce..a702d1fc 100644 --- a/guides/sales/competitive-intelligence.mdx +++ b/guides/sales/competitive-intelligence.mdx @@ -73,7 +73,7 @@ Once it's running, deepen it in three moves: Wrap it in a [workflow](/build/workforces/create-a-workforce) that fires on a [trigger](/build/agents/build-your-agent/triggers). - Feed win/loss notes back into the Agent's [evals](/build/agents/evals/introduction) so it tracks the signals that matter. + Feed win/loss notes back into the Agent's [evals](/build/platform/evals/introduction) so it tracks the signals that matter. diff --git a/guides/sales/crm-data-enrichment.mdx b/guides/sales/crm-data-enrichment.mdx index 2c719f54..faa176fb 100644 --- a/guides/sales/crm-data-enrichment.mdx +++ b/guides/sales/crm-data-enrichment.mdx @@ -73,7 +73,7 @@ Once it's running, deepen it in three moves: Wrap it in a [workflow](/build/workforces/create-a-workforce) that fires on a [trigger](/build/agents/build-your-agent/triggers). - Tune it through [evals](/build/agents/evals/introduction) so it maintains the fields your team actually uses. + Tune it through [evals](/build/platform/evals/introduction) so it maintains the fields your team actually uses. diff --git a/guides/sales/getting-started.mdx b/guides/sales/getting-started.mdx index 825fcc80..214bbe2c 100644 --- a/guides/sales/getting-started.mdx +++ b/guides/sales/getting-started.mdx @@ -104,7 +104,7 @@ How hands-on do you want to be? Pick a tab — the rest of the page is written f Once you're shaping prompts and tools, set up evals so you catch regressions before customers do. - + Define test cases in the UI. Run them on every change. diff --git a/guides/sales/lead-scoring.mdx b/guides/sales/lead-scoring.mdx index 1901257c..71f48935 100644 --- a/guides/sales/lead-scoring.mdx +++ b/guides/sales/lead-scoring.mdx @@ -67,13 +67,13 @@ Once it's running, deepen it in three moves: - Shape it with a [prompt](/build/agents/build-your-agent/prompt), your ICP in [Knowledge](/build/knowledge/create-knowledge), and [Bulk Schedule](/build/agents/give-your-agent-tasks/bulk-schedule) to backfill. + Shape it with a [prompt](/build/agents/build-your-agent/prompt), your ICP in [Knowledge](/build/knowledge/create-knowledge), and [Bulk Schedule](/build/platform/tasks/bulk-schedule) to backfill. Wrap it in a [workflow](/build/workforces/create-a-workforce) that fires on a [trigger](/build/agents/build-your-agent/triggers). - Feed closed-won and closed-lost outcomes back into the Agent's [evals](/build/agents/evals/introduction) so "qualified" tracks what closes. + Feed closed-won and closed-lost outcomes back into the Agent's [evals](/build/platform/evals/introduction) so "qualified" tracks what closes. diff --git a/guides/sales/meeting-briefs.mdx b/guides/sales/meeting-briefs.mdx index 30cea4aa..9851c4fc 100644 --- a/guides/sales/meeting-briefs.mdx +++ b/guides/sales/meeting-briefs.mdx @@ -73,7 +73,7 @@ Once it's running, deepen it in three moves: Wrap it in a [workflow](/build/workforces/create-a-workforce) that fires on a [trigger](/build/agents/build-your-agent/triggers). - Feed back which sections reps actually use into the Agent's [evals](/build/agents/evals/introduction) so briefs sharpen over time. + Feed back which sections reps actually use into the Agent's [evals](/build/platform/evals/introduction) so briefs sharpen over time. diff --git a/guides/sales/personalized-outbound.mdx b/guides/sales/personalized-outbound.mdx index 6e11709e..f2f9d73c 100644 --- a/guides/sales/personalized-outbound.mdx +++ b/guides/sales/personalized-outbound.mdx @@ -67,13 +67,13 @@ Once it's running, deepen it in three moves: - Shape it with a [prompt](/build/agents/build-your-agent/prompt), [Knowledge](/build/knowledge/create-knowledge), and [Bulk Schedule](/build/agents/give-your-agent-tasks/bulk-schedule). + Shape it with a [prompt](/build/agents/build-your-agent/prompt), [Knowledge](/build/knowledge/create-knowledge), and [Bulk Schedule](/build/platform/tasks/bulk-schedule). Wrap it in a [workflow](/build/workforces/create-a-workforce) that fires on a [trigger](/build/agents/build-your-agent/triggers). - Feed reply and meeting rates back into the Agent's [evals](/build/agents/evals/introduction) so drafts work from what converts. + Feed reply and meeting rates back into the Agent's [evals](/build/platform/evals/introduction) so drafts work from what converts. diff --git a/guides/sales/prospect-research-use-case.mdx b/guides/sales/prospect-research-use-case.mdx index 9a3cde11..a58a242e 100644 --- a/guides/sales/prospect-research-use-case.mdx +++ b/guides/sales/prospect-research-use-case.mdx @@ -67,13 +67,13 @@ Once it's running, deepen it in three moves: - Shape it with a [prompt](/build/agents/build-your-agent/prompt), [Knowledge](/build/knowledge/create-knowledge), and [Bulk Schedule](/build/agents/give-your-agent-tasks/bulk-schedule). + Shape it with a [prompt](/build/agents/build-your-agent/prompt), [Knowledge](/build/knowledge/create-knowledge), and [Bulk Schedule](/build/platform/tasks/bulk-schedule). Wrap it in a [workflow](/build/workforces/create-a-workforce) that fires on a [trigger](/build/agents/build-your-agent/triggers). - Feed won-deal signals back into the Agent's [evals](/build/agents/evals/introduction) so it tracks what closes. + Feed won-deal signals back into the Agent's [evals](/build/platform/evals/introduction) so it tracks what closes. diff --git a/guides/solution-engineering/demo-prep.mdx b/guides/solution-engineering/demo-prep.mdx index 22e4f850..3d9db8e1 100644 --- a/guides/solution-engineering/demo-prep.mdx +++ b/guides/solution-engineering/demo-prep.mdx @@ -73,7 +73,7 @@ Once it's running, deepen it in three moves: Wrap it in a [workflow](/build/workforces/create-a-workforce) that fires on a [trigger](/build/agents/build-your-agent/triggers). - Feed back which brief sections SEs use into the Agent's [evals](/build/agents/evals/introduction) so briefs sharpen over time. + Feed back which brief sections SEs use into the Agent's [evals](/build/platform/evals/introduction) so briefs sharpen over time. diff --git a/guides/solution-engineering/discovery-summaries.mdx b/guides/solution-engineering/discovery-summaries.mdx index ca45b43b..633191da 100644 --- a/guides/solution-engineering/discovery-summaries.mdx +++ b/guides/solution-engineering/discovery-summaries.mdx @@ -67,13 +67,13 @@ Once it's running, deepen it in three moves: - Shape it with a [prompt](/build/agents/build-your-agent/prompt), your discovery framework in [Knowledge](/build/knowledge/create-knowledge), and [Bulk Schedule](/build/agents/give-your-agent-tasks/bulk-schedule). + Shape it with a [prompt](/build/agents/build-your-agent/prompt), your discovery framework in [Knowledge](/build/knowledge/create-knowledge), and [Bulk Schedule](/build/platform/tasks/bulk-schedule). Wrap it in a [workflow](/build/workforces/create-a-workforce) that fires on a [trigger](/build/agents/build-your-agent/triggers). - Feed back which sections SEs reference into the Agent's [evals](/build/agents/evals/introduction) so summaries track what matters. + Feed back which sections SEs reference into the Agent's [evals](/build/platform/evals/introduction) so summaries track what matters. diff --git a/guides/solution-engineering/getting-started.mdx b/guides/solution-engineering/getting-started.mdx index 9f7edf5b..2064b15f 100644 --- a/guides/solution-engineering/getting-started.mdx +++ b/guides/solution-engineering/getting-started.mdx @@ -105,7 +105,7 @@ How hands-on do you want to be? Pick a tab — the rest of the page is written f Set up evals so a wrong security answer or hallucinated architecture detail gets caught before it lands in front of a prospect. - + Define test cases in the UI. Run them on every change. diff --git a/guides/solution-engineering/rfp-responses.mdx b/guides/solution-engineering/rfp-responses.mdx index 1895b2c2..dcaf1212 100644 --- a/guides/solution-engineering/rfp-responses.mdx +++ b/guides/solution-engineering/rfp-responses.mdx @@ -67,13 +67,13 @@ Once it's running, deepen it in three moves: - Shape it with a [prompt](/build/agents/build-your-agent/prompt), your prior-response archive in [Knowledge](/build/knowledge/create-knowledge), and [Bulk Schedule](/build/agents/give-your-agent-tasks/bulk-schedule). + Shape it with a [prompt](/build/agents/build-your-agent/prompt), your prior-response archive in [Knowledge](/build/knowledge/create-knowledge), and [Bulk Schedule](/build/platform/tasks/bulk-schedule). Wrap it in a [workflow](/build/workforces/create-a-workforce) that fires on a [trigger](/build/agents/build-your-agent/triggers). - Feed back which answers customers accepted into the Agent's [evals](/build/agents/evals/introduction) so it promotes the strong ones. + Feed back which answers customers accepted into the Agent's [evals](/build/platform/evals/introduction) so it promotes the strong ones.