Test and Deploy Agents

This step ensures that your agent performs as expected before being fully deployed to handle tasks. This phase involves testing the agent with sample data, verifying its functionality, making necessary adjustments, and then deploying it for use. After deployment, you can monitor its performance to ensure it continues to operate effectively.

Step 1: Test the Agent

Testing is critical to ensure your agent functions as expected before going live. To begin, navigate to the Test Agent page and follow the steps outlined below to thoroughly test your agent's performance.

1. Upload a Sample Document: Provide a sample document for the agent to process, simulating real-world conditions. This allows you to assess its ability to handle actual input data.

2. Monitor Processing: Review the reports generated during the test to ensure the agent performs its tasks correctly and efficiently.

1. Adjust Configurations if Needed:

   • If the agent’s performance isn’t as expected, click ‘Configure’ to return to the Additional Settings page.

   • Make any necessary adjustments to input sources, output sources, or workflows.

1. Repeat Testing: Continue testing and adjusting configurations until the agent functions flawlessly, ensuring it meets your operational requirements.

Step 2: Deploy the Agent

Once the agent passes the testing phase, it is ready for deployment. To deploy the agent:

1. Click ‘Deploy Agent’: At the bottom-right corner of the Test Agent page, click the ‘Deploy Agent’

2. Redirect to Agent Dashboard Page: After deployment, you will be redirected to the Agent Dashboard Page, where you can monitor the agent’s performance.

Post-Deployment Monitoring

After deployment, continuous monitoring is crucial to ensure optimal performance:

1. Access Uploaded Documents: Navigate to the Agent Dashboard to review any uploaded documents and verify that they are processed as expected.

2. Review Activity Logs and Reports: Check the logs and generated reports to track the agent’s performance and detect any issues.

1. Monitor the Agent’s Performance: Navigate to the Performance Page to track key metrics. Regularly review these details to ensure the agent is processing tasks efficiently and handling live data effectively.

By thoroughly testing and deploying the agent, you ensure its reliability and smooth integration into your workflow. Ongoing monitoring after deployment helps maintain performance and address issues proactively.