Enable an Available Agent Dossier

Creation date: 6/10/2026 1:29 PM    Updated: 6/10/2026 1:57 PM

Overview

This article helps you activate a prebuilt agent dossier. You may need this when you want to start from an existing setup instead of building an agent manually.

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. Go to Available Agents.
  5. Find the dossier you want to activate.
  6. Click the dossier card.
  7. Wait for the agent editor to open.
  8. Review the new agent settings.
  9. Click Save Agent if you make changes.

Troubleshooting

  • If the dossier does not activate, then try the card again after the page finishes loading.
  • If the same dossier is not listed in Available Agents, then it may already be active in Activated Agents.
Onboarding, setup, org-level config