Getting started
- Getting started with AGENEON
What AGENEON is, what happens when you sign up, and where each part of your workspace lives.
Workspace
- Workspace setup and business profile
The business profile, hours, operating settings and team behind one workspace.
Agent
- Configuring your Agent
Roles, what each role may do, and how to test the Agent before customers meet it.
- When the Agent is not replying
The reasons an Agent stays silent, in the order to check them.
Channels and connections
- Channels and connections
Where customers reach you, which systems AGENEON can connect to, and what connected means.
Inbox
- The Inbox and working alongside the Agent
How conversations move between the Agent and your team, and what waiting for a person means.
Customers
- Customers and the CRM
One record per customer per channel, lead stages, next actions and notes.
Knowledge
- Knowledge: what the Agent answers from
Manual text, website pages and files, how they are processed, and what ready means.
Catalog, bookings and orders
- Catalog, bookings and orders
What you sell, what can be booked, and how a booking or order is recorded.
Payments
- Payments: claims, evidence and verification
A customer says they paid; a person verifies; only then is anything recorded as paid.
Automations
- Automations and Agent work
Follow-up rules, approval modes, and what each execution state means.
AI usage
- AI usage boundaries
How AGENEON bounds AI spend per workspace, what is never contained, and what a boundary looks like.
Roles and permissions
- Roles and permissions
Owner, admin and member; agency access; and the rule that AI inherits authority and never creates it.
Billing
- Billing and plans
Where your subscription lives, what its states mean, and what depends on payment activation.
Support
- Getting help
How to ask for help, what AGENEON does with a request, and what each case state means.
Trust and activation
- Trust, security and suspension
How your data is isolated, what AGENEON staff can and cannot see, and what a suspension does.
- What depends on activation
The capabilities that are built and wait on a provider, a review or a payment account before they run live.