Open Special Agents

Creation date: 6/10/2026 1:28 PM    Updated: 6/10/2026 1:58 PM

Overview

This article helps you open the agent configuration area. You may need this when you want to create, enable, test, or update an agent.

Before you begin

  • You need access to Config.
  • Your organization must have the Special Agents feature enabled.

Steps

  1. Click Config.
  2. Click Intelligence.
  3. Click Special Agents.
  4. Review the Activated Agents section for active agents.
  5. Review the Available Agents section for agent dossiers you can enable.

Troubleshooting

  • If you do not see Special Agents, then your role or feature access may not include agents.
Onboarding, setup, org-level config