{"version":1,"reviewedAt":"2026-09-07","usage":"Reference material, not proof of transaction completion. Retain verification limits. Never request card details or authentication codes. Partial guides must not be used to invent unverified steps.","articles":[{"slug":"prepare-company-workspace","title":"Prepare your company information and workspace","stage":"Set up your agent","status":"partial","description":"Collect the company details customers need, identify who owns your setup and prepare a consistent profile before configuring your agent.","prerequisite":"Have approved business contact details, your service areas, business hours and access to the account your organisation intends to use.","limitation":"Text-first preparation guide. Company-profile creation, workspace switching and team invitations have not been verified. Exact screen names and screenshots will be added after review; the steps below do not assert those controls exist.","steps":[{"title":"Confirm the account and setup owner","paragraphs":["Use the work account associated with your intended subscription. Identify who is responsible for the catalogue, agent knowledge, customer enquiries and billing. One person can hold more than one responsibility, but each task needs a clear owner.","Expected result: you know which account to configure and who approves changes. If the account or company identity is unclear, resolve that before uploading company material or entering payment details. Do not create duplicate accounts simply to work around an access problem."],"url":"https://antbuildz.ai/resources/prepare-company-workspace#step-1"},{"title":"Prepare a customer-facing company profile","paragraphs":["Write the approved business name, a short description of what you supply, the customers you serve and your service locations. Prepare your logo and the public email address or telephone number customers should use. Keep billing-only and private staff information separate.","State sales and rental scope explicitly. For example, explain which product families you supply and which locations require confirmation. Avoid unsupported promises such as nationwide same-day delivery. Expected result: one approved company profile that can be reused consistently."],"example":"Business name: [approved name]\nWhat we supply: [product families]\nSales / rental scope: [approved services]\nService area: [locations and conditions]\nCustomer contact: [public channel]\nBusiness hours and timezone: [approved hours]\nProfile owner and review date: [name / date]","url":"https://antbuildz.ai/resources/prepare-company-workspace#step-2"},{"title":"Prepare policies and enquiry routing","paragraphs":["Gather your quotation requirements, delivery conditions, rental requirements where relevant and after-sales contact process. Identify questions needing a person, such as a special price, an exception to a policy or a technical suitability decision.","Write down what information that person needs to act: product or model, intended use, dates where relevant, location and a suitable reply channel. Collect only what is necessary. Expected result: the agent can explain the next step without suggesting a submitted enquiry is an approved order."],"guideSlug":"add-sop-and-policy-knowledge","url":"https://antbuildz.ai/resources/prepare-company-workspace#step-3"},{"title":"Apply the information only in verified controls","paragraphs":["The inspected Console provides customer-facing Contact information and Working Hours under Agent Setup → Essentials. Use that guide for those fields. If your separate administration interface provides a company profile, use its actual labels rather than assuming they match the Console.","Expected result: saved customer-facing details agree with the approved profile. If a company or team-management control is absent, leave that part pending; do not enter company information into an unrelated field just to complete a checklist."],"guideSlug":"ai-agent-console-agent-setup","url":"https://antbuildz.ai/resources/prepare-company-workspace#step-4"},{"title":"Check what customers will hear","paragraphs":["Ask in Playground what the company supplies, where it operates, how to request a quotation and how to contact a person. Compare each answer with the approved profile.","Fix missing or contradictory source text and re-test. Completion means the contact route and business scope are correct—not merely that a document was uploaded. Keep the profile owner responsible for future changes."],"guideSlug":"ai-agent-console-playground","url":"https://antbuildz.ai/resources/prepare-company-workspace#step-5"}],"checks":["One approved profile covers public company details, scope, hours and contacts.","Owners are assigned for data, enquiries and billing.","Agent answers match the approved profile; unverified workspace controls remain pending."],"faq":[{"question":"Does uploading company information create a company workspace?","answer":"No. A knowledge source supplies information to the agent; it does not prove that an account, company profile or workspace has been created. The workspace creation flow still needs verification."}],"url":"https://antbuildz.ai/resources/prepare-company-workspace","requiresOwnerApprovalBeforeAgentImport":true},{"slug":"prepare-and-check-product-import","title":"Prepare products and check a catalogue import","stage":"Prepare your webstore","status":"partial","description":"Prepare a clean starting catalogue and follow a review checklist for whichever product-entry method your account actually provides.","prerequisite":"Have an approved product list, permission to use its images and documents, and an owner who can confirm model details and commercial conditions.","limitation":"Text-first draft for data preparation and import acceptance checks. CSV, Excel, website, PDF extraction and manual product-entry controls have not been verified. These source formats are preparation options, not claims of supported import features.","steps":[{"title":"Choose a small representative starting set","paragraphs":["Start with a few products that cover your main categories and enquiry types. Include a product with detailed specifications and, where relevant, a sales item and a rental item. Keep an unchanged master copy of the source data.","Expected result: a manageable sample that exposes mapping problems before you process a large catalogue. Do not start with thousands of records before checking whether one representative product is imported correctly."],"url":"https://antbuildz.ai/resources/prepare-and-check-product-import#step-1"},{"title":"Create one consistent record per product or distinct variant","paragraphs":["Prepare a stable product identifier, product name, manufacturer/model, category, description, specifications with units, approved images and associated documents. Identify sales or rental conditions separately. If variants have different capacities or compatibility, preserve the distinction instead of blending their specifications.","Keep price and availability fields explicitly unconfirmed when that is the business reality. Do not use zero as a missing price or invent a stock quantity. Expected result: every record can be checked against one identifiable product."],"example":"Product ID: [stable identifier]\nProduct name and model: [exact name]\nCategory: [approved category]\nSpecifications: [named values with units]\nApplication and limitations: [approved facts]\nSales / rental conditions: [applicable terms]\nImages and manuals: [matching source references]\nPrice / availability: [confirmed value or confirmation required]","url":"https://antbuildz.ai/resources/prepare-and-check-product-import#step-2"},{"title":"Prepare the source for the available entry method","paragraphs":["For a spreadsheet, use clear column headings and avoid merged cells or multiple meanings in one field. For a catalogue PDF, identify the pages belonging to each model and check that specification tables can be read. For a website, use only content you are authorised to reuse and check whether it is current.","Before upload, inspect the actual import feature and its format requirements. If it provides a template, use that template rather than assuming the example above is an accepted schema. If no import tool is available, leave import pending until the authorised product-entry method is confirmed."],"url":"https://antbuildz.ai/resources/prepare-and-check-product-import#step-3"},{"title":"Review mappings and a sample before committing","paragraphs":["If the available importer offers field mapping or preview, compare each destination field with its source column. Check identifiers, units, decimal values, category names and image links. Do not assume an automatic mapping is correct because the column names look similar.","Use the tool’s actual validation result. Resolve reported errors before proceeding, and verify whether the action creates new records or updates existing ones. If this behaviour is unclear, stop before submitting a bulk change. Expected result: the sample has no unexplained mappings or overwrite risk."],"url":"https://antbuildz.ai/resources/prepare-and-check-product-import#step-4"},{"title":"Inspect saved products and reconcile errors","paragraphs":["After an authorised import or entry action, open representative product records in the actual catalogue interface. Compare the model, key specifications, images and conditions against the master source. If the tool reports a record count, reconcile it with the intended sample.","Do not blindly repeat a failed batch: some records may already have been created. Identify what succeeded and what failed, then follow the supported retry method. Expected result: an accurate sample without unintended duplicates, missing variants or incorrect units."],"url":"https://antbuildz.ai/resources/prepare-and-check-product-import#step-5"},{"title":"Verify the agent and customer view separately","paragraphs":["A saved catalogue record does not prove it is published or available to the agent. Check the product’s customer-facing page where applicable, then test a known-product question and a requirement-based recommendation in Playground.","If the agent cannot find the product, confirm the actual connection or approved knowledge source instead of uploading repeated copies. Only expand the import after the sample passes these checks. The exact catalogue-to-agent connection still needs a verified screen walkthrough."],"guideSlug":"onboarding-troubleshooting","url":"https://antbuildz.ai/resources/prepare-and-check-product-import#step-6"}],"checks":["The master catalogue has stable identifiers, complete units and approved product material.","The supported entry method and create/update behaviour are confirmed before a bulk action.","A saved sample is checked in the catalogue, customer view and agent separately."],"faq":[{"question":"Can I upload a product PDF into Knowledge Base instead?","answer":"You can use an available knowledge upload method to provide approved document text, but that does not demonstrate that structured catalogue listings were created. Product import and knowledge ingestion are different tasks."},{"question":"Which file formats can I import?","answer":"The production product-import formats have not yet been verified. Check the actual importer and any template supplied in your account. This draft does not establish support for CSV, Excel, website or PDF imports."}],"url":"https://antbuildz.ai/resources/prepare-and-check-product-import","requiresOwnerApprovalBeforeAgentImport":true},{"slug":"prepare-inventory-connection","title":"Prepare and verify inventory information","stage":"Prepare your webstore","status":"partial","description":"Decide which availability and pricing facts the agent may use, and check their source and freshness before relying on a connection.","prerequisite":"Identify the system or person responsible for stock, availability, pricing and rental scheduling where relevant.","limitation":"Text-first preparation and verification draft. No inventory connector, sync control, API or spreadsheet integration was verified. The guide does not require an API or claim that any particular connection is available.","steps":[{"title":"Choose the authoritative source","paragraphs":["Decide where each changing fact is maintained: product identity, stock, rental availability and price may have different owners. Choose a source your team already trusts rather than creating another independent stock list without an update process.","Expected result: every inventory-dependent answer has a known source and owner. If you cannot identify the source, use a team-confirmation response instead of suggesting the agent has live availability."],"url":"https://antbuildz.ai/resources/prepare-inventory-connection#step-1"},{"title":"Match records and define availability correctly","paragraphs":["Use stable product identifiers to match inventory records with catalogue products. Check units, locations and variants. For rental, distinguish physical stock from availability during the customer’s requested period; one does not automatically establish the other.","Expected result: the same identifier refers to the same item across systems. Resolve duplicate identifiers and ambiguous units before any connection is enabled."],"url":"https://antbuildz.ai/resources/prepare-inventory-connection#step-2"},{"title":"Confirm the supported update method","paragraphs":["Check which update method is actually available to your account. It might be a supported manual update, file-based process or configured connection, but none is asserted by this draft. Record the agreed refresh frequency and who handles failed updates.","Do not paste API keys into Knowledge Base or a support chat. If connecting an external service requires credentials or broader access, use its approved authorisation process. A basic agent can still answer approved static knowledge while inventory-dependent questions require confirmation."],"url":"https://antbuildz.ai/resources/prepare-inventory-connection#step-3"},{"title":"Test fresh, missing and unavailable information","paragraphs":["Choose a record whose current value your data owner can confirm. After an authorised update, compare the source, the connected product view where available and the agent’s answer. Record the timestamps rather than assuming updates are instantaneous.","Also test an unavailable item, a missing value and a request outside the supported location or date range. Expected result: the agent distinguishes confirmed information from unknown information and offers an appropriate enquiry or handover, without promising stock that has not been checked."],"url":"https://antbuildz.ai/resources/prepare-inventory-connection#step-4"},{"title":"Define what happens when data is stale","paragraphs":["Agree how the team will detect and investigate a failed or delayed update. Do not document monitoring or notification automation unless it actually exists in your account.","If freshness cannot be established, stop treating the value as current and use a confirmation-needed response until the cause is resolved. Re-run the affected questions after an approved repair."],"guideSlug":"onboarding-troubleshooting","url":"https://antbuildz.ai/resources/prepare-inventory-connection#step-5"}],"checks":["Product identifiers and availability meanings are consistent.","The supported update method, owner and expected freshness are recorded.","Unknown or stale information does not become a confirmed price or availability promise."],"faq":[{"question":"Does a spreadsheet uploaded as knowledge provide live inventory?","answer":"Not by itself. A static source can become outdated. A live or regularly updated inventory connection needs its own verified update process and freshness checks."}],"url":"https://antbuildz.ai/resources/prepare-inventory-connection","requiresOwnerApprovalBeforeAgentImport":true},{"slug":"quick-start-ai-agent","title":"Quick start: your first AI Agent","stage":"Set up your agent","status":"partial","description":"Follow the setup order from account preparation to a tested customer entry point. Skip optional webstore and inventory work when it does not apply to your setup.","prerequisite":"Use an authorised account, approved company information and a small set of current product sources. Assign someone to receive enquiries.","limitation":"This overview links verified interface guides and clearly marked preparation guides. Live subscription activation, product import, company workspace setup and webstore publishing remain unverified.","steps":[{"title":"Choose your package and access your account","paragraphs":["Compare Agent, Sales and Rental+ against your customer journey, then review the current billing period and trial terms. Use your existing sign-in if you already have an account. Do not enter real payment details into the public subscription preview."],"guideSlug":"choose-plan-and-sign-up","url":"https://antbuildz.ai/resources/quick-start-ai-agent#step-1"},{"title":"Prepare your company and product information","paragraphs":["Gather approved contact details, service areas and business hours. For each starting product, prepare its model, specifications with units, image and enquiry conditions. Product data describes individual items; company knowledge explains your business rules, policies and procedures.","Importing products into a catalogue is different from uploading knowledge. The current guide does not verify a CSV, Excel, website or PDF product-import tool. Prepare the source data now and use only the import method actually provided by your authorised administration interface."],"guideSlug":"webstore-onboarding-checklist","url":"https://antbuildz.ai/resources/quick-start-ai-agent#step-2"},{"title":"Add knowledge, then configure the agent","paragraphs":["Select the intended agent. Add current FAQs, policies and product documents through Knowledge Base, check the extracted text, then configure Agent Setup → Essentials and AI Rules. Confirm customer-facing contacts, answer boundaries and handover wording."],"guideSlug":"ai-agent-console-knowledge-base","url":"https://antbuildz.ai/resources/quick-start-ai-agent#step-3"},{"title":"Check optional inventory and webstore connections","paragraphs":["Only include inventory or a webstore if your account has the relevant configured capability. A static uploaded document does not establish live stock, pricing or availability. Confirm the data owner, update method and freshness before enabling answers that depend on changing information. API integration is not a prerequisite for preparing an agent’s knowledge."],"guideSlug":"webstore-onboarding-checklist","url":"https://antbuildz.ai/resources/quick-start-ai-agent#step-4"},{"title":"Run four launch tests","paragraphs":["Product test: ask about a known model and compare the answer with the source. Recommendation test: give requirements, check the specifications of the proposed options, then try requirements no listed product meets. Unknown-information test: ask for an unrecorded fact and check that it is not invented. Escalation test: ask for a person and confirm the receiving team can handle the enquiry.","Record the question, expected result, actual result and pass/fail. Fix failures and repeat them before launch. Where applicable, also verify lead capture and current inventory; a convincing chat reply is not evidence that a lead or handover was recorded."],"guideSlug":"ai-agent-console-playground","url":"https://antbuildz.ai/resources/quick-start-ai-agent#step-5"},{"title":"Publish the entry point and check what happens next","paragraphs":["After the tests pass, use the full Customer chat link or the supplied embed snippet in Playground. Only an authorised website owner should publish it. Test the actual customer page on desktop and mobile, then review early enquiries and usage regularly.","You are ready when answers are grounded, unsupported requests have a safe next step, the intended agent opens from the live page and the team can receive enquiries. If any check fails, use the troubleshooting guide rather than treating the setup as complete."],"guideSlug":"onboarding-troubleshooting","url":"https://antbuildz.ai/resources/quick-start-ai-agent#step-6"}],"checks":["The four launch tests have recorded results.","Optional inventory and webstore functions are verified or excluded from the launch scope.","Customer entry point and enquiry handover work after an authorised publish."],"faq":[{"question":"Do I need a webstore or an API to start?","answer":"Not for preparing and testing the agent’s approved knowledge. Webstore and connected inventory are additional capabilities to verify where relevant to your account and use case."}],"url":"https://antbuildz.ai/resources/quick-start-ai-agent","requiresOwnerApprovalBeforeAgentImport":true},{"slug":"understand-usage-and-billing","title":"Understand usage, credits and subscription changes","stage":"Usage & troubleshooting","status":"partial","description":"Find your account’s usage information, check top-up availability and distinguish account balances from confirmed subscription terms.","prerequisite":"Use an account authorised to view Billing. Have the applicable subscription terms and any payment reference available.","limitation":"The live Billing interface was inspected, but charging logic, consumption order, resets, refunds and subscription changes were not transaction-tested. Public conversation wording and the inspected account’s credit wording differ.","steps":[{"title":"Identify the plan and billing period you actually have","paragraphs":["Open Billing → AI Billing and review Plan & Usage. Compare the account’s plan label and subscription period with your accepted order or checkout confirmation. Do not assume a test-account label maps directly to Agent, Sales or Rental+.","Monthly and annual describe a subscription billing commitment; they do not by themselves establish when usage resets. Check the accepted terms for renewal, allowance periods and any cancellation conditions. No price amounts are repeated in this guide."],"guideSlug":"choose-plan-and-sign-up","url":"https://antbuildz.ai/resources/understand-usage-and-billing#step-1"},{"title":"Check usage before interpreting a credit balance","paragraphs":["Read the explanation under How AI credits work in your account. A chat session, a meaningful product conversation and a credit should not be treated as interchangeable unless the current account terms define them that way.","The public offering and inspected Console use different descriptions. Until that difference is reconciled, this guide cannot confirm the exact number of exchanges charged, consumption order or rollover rules. If a balance seems wrong, record the time, displayed balance and relevant conversation reference, with customer details removed."],"url":"https://antbuildz.ai/resources/understand-usage-and-billing#step-2"},{"title":"Check top-up availability and consent","paragraphs":["The inspected account shows Top Up, but its Auto Top-Up control is disabled with the message “Auto top-up checkout consent is not configured.” If you see that state, do not assume that a low balance will automatically buy more capacity.","Where a working top-up flow is available, review the pack, amount and any recurring purchase authorisation before accepting it. The trigger threshold and total-balance calculation must be confirmed for your live account; no automatic purchase was tested for this guide."],"url":"https://antbuildz.ai/resources/understand-usage-and-billing#step-3"},{"title":"Open Change Plan and check the offered package","paragraphs":["In Billing, choose Change Plan. The live account opens Choose your Antbuildz plan, with Monthly and Annual controls. Wait for the available plans to load before reviewing them. Opening this selector does not establish that a subscription has changed.","The inspected selector currently lists Basic, Premium and Enterprise under Webstore, including repeated plan names and placeholder Included feature text. These cannot be reliably mapped to the public Agent, Sales and Rental+ packages. If you see this mismatch, close the selector and obtain confirmation of the intended package before choosing a plan or authorising payment. Do not select a similarly priced option as a substitute."],"screenshot":{"url":"https://antbuildz.ai/tutorials/screenshots/change-plan-period.jpg","alt":"Live Choose your Antbuildz plan dialogue with Monthly and Annual period controls. Plan cards are outside this crop.","width":1150,"height":203,"marks":[{"x":16,"y":76,"label":"Review the Monthly or Annual period before comparing the available plans."}]},"url":"https://antbuildz.ai/resources/understand-usage-and-billing#step-4"},{"title":"Review payment records before changing or retrying","paragraphs":["Use Payment Methods for saved-card settings and Payment History for recorded transactions. Saving a card is not evidence of a successful charge. If the outcome is unclear, check the transaction result before retrying.","The plan selector was verified, but plan selection, payment and activation were not completed. Upgrade timing, downgrade timing, cancellation, credits and refunds must follow the accepted subscription terms. Ask support for the authorised process if your account does not provide a clear route; do not delete an account as a substitute for cancelling billing."],"guideSlug":"ai-agent-console-payment-methods","url":"https://antbuildz.ai/resources/understand-usage-and-billing#step-5"}],"checks":["You know where to check account usage and payment records.","You have not assumed that disabled Auto Top-Up will purchase capacity.","Any subscription change is confirmed by its actual result and applicable terms."],"faq":[{"question":"What is a conversation and which balance is used first?","answer":"The current public and inspected Console descriptions do not align. Check the terms applying to your account and request confirmation before relying on an exchange count, consumption order or automatic top-up threshold."},{"question":"Why is Auto Top-Up unavailable?","answer":"The inspected account reports that checkout consent is not configured. If your account shows this message, automatic top-up is not ready to rely on. Ask support about the required supported setup; do not assume saving a card enables it."}],"url":"https://antbuildz.ai/resources/understand-usage-and-billing","requiresOwnerApprovalBeforeAgentImport":true},{"slug":"onboarding-troubleshooting","title":"Troubleshoot common onboarding problems","stage":"Usage & troubleshooting","status":"screen-verified","description":"Check the selected agent, source material, customer link and billing state before escalating an issue. Start with the symptom you can reproduce.","prerequisite":"Record the affected page, the exact action and the error wording. Remove private customer details and secrets from any screenshot you share.","limitation":"These are diagnostic checks based on inspected controls, not a promise of an automatic repair. Product imports, website crawls and inventory sync controls were not verified.","steps":[{"title":"The agent cannot find a product or gives a wrong recommendation","paragraphs":["Likely causes: missing model information, unclear requirements, conflicting specifications or the wrong active agent. Check the exact model in your approved source, including units, capacity and any applicability limits.","Fix: correct the approved source, confirm it is available to the intended agent, then test one known product and one requirement-based recommendation in Playground. Include a no-suitable-product case: the agent should explain the gap rather than invent a match. Contact support if the source is correct and the same reproducible failure remains."],"guideSlug":"ai-agent-console-knowledge-base","url":"https://antbuildz.ai/resources/onboarding-troubleshooting#step-1"},{"title":"An uploaded document is not being used","paragraphs":["Likely causes: processing has not finished, extraction missed important text, the source is attached to another agent or the question depends on information not in the document. Search for the source and inspect Preview; compare the extracted passage with the original.","Fix: resolve any processing error, prepare readable approved text if extraction is poor, and repeat a question with an explicit answer in that source. Avoid repeatedly uploading duplicate copies. If the error persists, provide the source title, time and sanitised error wording to support."],"guideSlug":"ai-agent-console-knowledge-base","url":"https://antbuildz.ai/resources/onboarding-troubleshooting#step-2"},{"title":"The agent answers outside approved knowledge","paragraphs":["Likely causes: broad instructions or an approved source that contains an unintended claim. Review Knowledge domain limitation and Topics the AI should not answer directly under Agent Setup → AI Rules.","Fix: clarify the scope and add a safe handover response for unconfirmed facts. Test the original question and a new out-of-scope question. Escalate a reproducible failure with the expected boundary and observed response; do not send confidential source material unless support requests it through an approved channel."],"guideSlug":"ai-agent-console-agent-setup","url":"https://antbuildz.ai/resources/onboarding-troubleshooting#step-3"},{"title":"The agent does not appear on the website","paragraphs":["Likely causes: the snippet was not published on that page, an incomplete customer URL was used, or the website blocks the embed. First open the complete Customer chat link supplied by Playground.","Fix: if the link works but the website does not, ask the website owner to check the installed snippet and destination page against Install help. Do not change unrelated site settings. If the direct link also fails, send support the public page address and error wording, without private query parameters or access tokens."],"guideSlug":"ai-agent-console-playground","url":"https://antbuildz.ai/resources/onboarding-troubleshooting#step-4"},{"title":"Product import, inventory or webstore updates do not appear","paragraphs":["First distinguish a catalogue item from a Knowledge Base document. Uploading a PDF as knowledge does not prove that product listings were created or inventory was synchronised. Confirm which system owns the product record and when it was last updated.","Only follow an import or sync procedure provided by your actual administration interface. The live controls remain unverified in these guides. Contact support with the source type, model identifier and affected page if the method is unavailable or a confirmed update does not arrive; do not assume a website URL will be crawled automatically."],"guideSlug":"webstore-onboarding-checklist","url":"https://antbuildz.ai/resources/onboarding-troubleshooting#step-5"},{"title":"Login, payment or credit state is unclear","paragraphs":["For login, confirm the intended sign-in page and work email, and use only the recovery option provided by that screen. Never share passwords or verification codes. For payment, check Payment History before trying again; for usage, compare the account’s displayed explanation and accepted terms.","If you remain blocked, email help@antbuildz.ai with the affected page, time, what you expected, what happened and a sanitised screenshot. Include a payment reference if relevant, but never a full card number, CVC, password or authentication code."],"guideSlug":"understand-usage-and-billing","url":"https://antbuildz.ai/resources/onboarding-troubleshooting#step-6"}],"checks":["You have reproduced the symptom and checked the relevant source or account state.","Any support request includes useful diagnostic context without secrets."],"faq":[{"question":"What should I include when asking for help?","answer":"Provide the affected page, approximate time, steps to reproduce, expected result, actual result and a sanitised screenshot. Add a source or transaction reference when relevant, but do not include customer data, card details, credentials or verification codes."}],"url":"https://antbuildz.ai/resources/onboarding-troubleshooting","requiresOwnerApprovalBeforeAgentImport":true},{"slug":"choose-plan-and-sign-up","title":"Choose your package and create an account","stage":"Subscribe","status":"partial","description":"Start with the customer journey you need: an AI Agent, a sales webstore, or sales and rental enquiries. Then find the correct account entry point.","prerequisite":"Have access to your work email and know who is authorised to approve the subscription.","limitation":"Plan selection and the public sign-up form were inspected. Email delivery, account activation and paid checkout have not been verified. The public subscription page currently identifies itself as a preview.","steps":[{"title":"Decide what customers should be able to do","paragraphs":["If you need an AI Agent for questions and enquiries on an existing website, start by reviewing Agent. If you also need a sales webstore and product listings, compare Sales. If your business needs rental as well as sales listings, compare Rental+. These are the package names shown on the public pricing page at the review date.","Write down your sales or rental use case, expected enquiry volume and approximate catalogue size. Compare the inclusions on the current Pricing page; do not choose only by the lowest headline price."],"url":"https://antbuildz.ai/resources/choose-plan-and-sign-up#step-1"},{"title":"Review the current commercial terms","paragraphs":["Open Pricing and compare the monthly and annual options. Check the billing period, included usage, listing allowances and any additional usage conditions before choosing a package. Exact prices and allowances can change, so this guide deliberately does not duplicate them.","The public Pricing page advertises a 14-day trial with a credit card required. Before accepting a live checkout, check its renewal date, renewal amount and cancellation terms. If the checkout and pricing page disagree, stop and ask the team to confirm the offer."],"url":"https://antbuildz.ai/resources/choose-plan-and-sign-up#step-2"},{"title":"Open the sign-up form from your selected package","paragraphs":["Choose Start 14-Day Free Trial on the package you want. The observed Agent link opens the Create your account page with the selected package in the URL. Review the Terms of Service and Privacy Policy before continuing.","The form offers Google, LinkedIn or Work email. For email, use an inbox you can access and choose Send verification code. Do not share a verification code with an agent or support conversation. Completion of this email flow has not yet been verified for this guide."],"url":"https://antbuildz.ai/resources/choose-plan-and-sign-up#step-3"},{"title":"Stop if you reach a preview checkout","paragraphs":["Do not enter real card details on a screen labelled Subscription preview only or one offering simulated checkout. The currently inspected public /subscribe screen explicitly says it does not collect payment or activate a paid subscription.","A completed account form, a saved payment card and an active paid subscription are three different states. Ask for the authorised live checkout if account creation does not lead to a working subscription process. Existing customers can sign in to the AI Agent Console using their existing account."],"url":"https://antbuildz.ai/resources/choose-plan-and-sign-up#step-4"},{"title":"Complete verification only through the authorised account flow","paragraphs":["Text-first continuation; the completion screen remains unverified. If the account flow sends a verification message, open the intended work inbox, confirm the message belongs to your sign-up request and follow the instructions shown by that service. Enter any code only in the legitimate sign-up form, not in a chat.","If no message arrives, check the address you entered and the inbox’s spam or quarantine folder. Use a resend option only if the actual page provides one. Expected result: the service confirms account access. A requested code alone is not proof of an activated account."],"url":"https://antbuildz.ai/resources/choose-plan-and-sign-up#step-5"},{"title":"Existing account: inspect the Console subscription selector","paragraphs":["If you can already sign in, open Billing → Change Plan. Wait for Choose your Antbuildz plan to load, then review its Monthly and Annual options and package details. This is a different entry point from the public website’s subscription preview.","In the inspected account, the selector offers Webstore Basic, Premium and Enterprise names rather than Agent, Sales and Rental+. Some names repeat and their feature text is a placeholder. Do not guess an equivalent package or proceed from an incomplete offer. Close the dialogue and confirm the correct live package with Antbuildz."],"guideSlug":"understand-usage-and-billing","url":"https://antbuildz.ai/resources/choose-plan-and-sign-up#step-6"},{"title":"Review the authorised live checkout before accepting","paragraphs":["Text-first continuation; do not use this step on the public preview page or an unresolved plan mismatch. When an authorised live checkout for the intended package is available, confirm the selected package, billing period, currency, amount due now, trial conditions if applicable, renewal amount and renewal date. Check that these agree with the offer you intend to accept.","Enter payment details only in that genuine checkout and only when authorised to purchase. Complete any bank authentication in the bank’s legitimate interface. Exact payment and success controls remain unverified. If the result is uncertain, check the account and payment record before trying again."],"guideSlug":"ai-agent-console-payment-methods","url":"https://antbuildz.ai/resources/choose-plan-and-sign-up#step-7"},{"title":"Confirm access and subscription state separately","paragraphs":["After the live flow reports completion, check that you can sign in and that the account shows the expected subscription state. Save the confirmation or receipt if provided, and record the applicable renewal date for your billing owner.","Expected result: the account identity, selected package and trial or paid status agree. A saved card, an email verification or access to a dashboard does not independently prove payment or subscription activation. If the states disagree, keep the reference details and resolve the discrepancy before another purchase attempt."],"guideSlug":"prepare-company-workspace","url":"https://antbuildz.ai/resources/choose-plan-and-sign-up#step-8"}],"checks":["You have selected a package based on the required agent and webstore capabilities.","You understand that the preview checkout is not a purchase or an activated subscription.","When a live checkout is available, account access and subscription activation are confirmed separately."],"faq":[{"question":"Can I subscribe through the preview payment page?","answer":"No. The inspected preview explicitly says it does not collect payment or activate a paid subscription. Request the authorised live checkout and do not enter real card details there."},{"question":"Should I create a second account if I already signed up?","answer":"Use Sign in first. If you cannot access your existing account, resolve that access issue before creating another account or paying again."}],"url":"https://antbuildz.ai/resources/choose-plan-and-sign-up","requiresOwnerApprovalBeforeAgentImport":true},{"slug":"ai-agent-console-agent-setup","title":"Set up your agent’s identity, replies and handover","stage":"Set up your agent","status":"screen-verified","description":"Give customers a recognisable assistant, define what it should answer and prepare the information your team needs when a person must take over.","prerequisite":"Sign in to the AI Agent Console and select the intended agent under ACTIVE AGENT. Prepare approved contact details and business hours.","limitation":"Essentials and AI Rules were inspected. Saving changes and the resulting customer-facing behaviour were not tested on the live account.","steps":[{"title":"Open Agent Setup and check the selected agent","paragraphs":["Choose Agent Setup in the sidebar. Confirm the agent shown beside the page title is the one you intend to configure. Settings for one agent should not be assumed to apply to another.","Open Essentials. The inspected release has Essentials and AI Rules; older instructions referring to separate Operations or Team tabs do not describe this screen."],"screenshot":{"url":"https://antbuildz.ai/tutorials/screenshots/agent-identity.jpg","alt":"Agent Setup Essentials showing Agent Name, Avatar and Communication Tone.","width":912,"height":550,"marks":[{"x":12,"y":21,"label":"Open Essentials."},{"x":44,"y":51,"label":"Enter your customer-facing agent name."},{"x":60,"y":89,"label":"Choose Communication Tone."}]},"url":"https://antbuildz.ai/resources/ai-agent-console-agent-setup#step-1"},{"title":"Set the customer-facing identity","paragraphs":["Under Agent Identity, enter an Agent Name that makes the assistant’s purpose clear. Choose an avatar from the available options or use your approved image, then choose Communication Tone.","Use an honest name such as Product Enquiry Assistant. Avoid suggesting that the agent is a certified engineer or a named human employee. Keep the tone helpful and practical for questions about specifications, applications and quotation requirements."],"url":"https://antbuildz.ai/resources/ai-agent-console-agent-setup#step-2"},{"title":"Add useful contact and welcome information","paragraphs":["In Contact information, review each Title, Description and Value. Use Add contact when another approved customer-facing contact is needed. Check every email address and telephone number before saving; do not publish personal staff details without approval.","In the chat welcome configuration, write an Agent description explaining its scope. Use Quick start options for common tasks such as finding a product or asking about rental requirements. Conversation placeholders should help customers start a useful enquiry rather than promise a confirmed price or availability."],"url":"https://antbuildz.ai/resources/ai-agent-console-agent-setup#step-3"},{"title":"Set working hours and handover wording","paragraphs":["In Essentials, find Working Hours and select the correct Timezone, Working Days, Start Time and End Time. Use the hours when your team actually handles enquiries, not simply the hours when the website is accessible.","Open AI Rules and review Human Handover Rules. Write a Handover message that explains what happens next without promising an immediate response unless your team can provide it. Test both an in-hours and an out-of-hours scenario before relying on the handover process."],"url":"https://antbuildz.ai/resources/ai-agent-console-agent-setup#step-4"},{"title":"Define answer boundaries and reply detail","paragraphs":["In AI Rules, complete Knowledge domain limitation and Topics the AI should not answer directly. Describe the products and business questions it may cover, then identify matters needing a person: negotiated prices, unconfirmed stock, safety-critical suitability or contract exceptions.","Choose Short, Standard or Detailed under Language & Reply Style. Detailed can support product comparisons, but length alone does not make an answer accurate. Use approved sources and test the result."],"example":"Answer using our approved product and policy information. If price, availability or technical suitability is not confirmed, explain what needs checking and request a team review. Do not invent a specification or delivery promise.","screenshot":{"url":"https://antbuildz.ai/tutorials/screenshots/reply-style.jpg","alt":"AI Rules showing Short, Standard and Detailed reply style options.","width":880,"height":405,"marks":[{"x":50,"y":63,"label":"Choose the level of detail, then test real enquiries."}]},"url":"https://antbuildz.ai/resources/ai-agent-console-agent-setup#step-5"},{"title":"Save and check the customer experience","paragraphs":["Review the edited fields and choose Save Changes when available. Wait for the interface to confirm that changes are saved. If you see an error, resolve it before moving on.","Open Playground and ask about the agent’s purpose, contact details and a topic outside its scope. Check that the response matches your intended boundaries. Do not assume an edit is safe for customers merely because the settings form accepted it."],"url":"https://antbuildz.ai/resources/ai-agent-console-agent-setup#step-6"}],"checks":["The intended agent has a clear name and approved customer-facing contact details.","Working hours match the team’s timezone and coverage.","Test answers follow the intended boundaries and handover wording."],"faq":[{"question":"Where are Operations and Team tabs?","answer":"The inspected live Agent Setup screen has Essentials and AI Rules. Working Hours and Team & Sharing appear within Essentials; do not follow instructions for a different interface version."}],"url":"https://antbuildz.ai/resources/ai-agent-console-agent-setup","requiresOwnerApprovalBeforeAgentImport":true},{"slug":"ai-agent-console-knowledge-base","title":"Add and check your agent’s business knowledge","stage":"Set up your agent","status":"screen-verified","description":"Choose an appropriate source, add approved information and check that the agent can use it to answer real customer questions.","prerequisite":"Select the correct agent. Prepare current, approved documents without passwords, payment details or unnecessary personal data.","limitation":"Upload and Paste text controls were inspected. No production source was added, replaced or removed during verification. File limits and website ingestion must be checked in your own account.","steps":[{"title":"Choose the right material","paragraphs":["Use FAQs for repeat questions; SOPs for ordered procedures; policies for rules and exceptions; and manuals or product sheets for technical facts. These describe your content, not separate category buttons in the inspected Console.","Start with a small, complete set of current sources. Assign an owner and review date to each. Resolve conflicting prices, service areas and policies before adding them; giving the agent two inconsistent instructions is not a useful way to keep history."],"url":"https://antbuildz.ai/resources/ai-agent-console-knowledge-base#step-1"},{"title":"Open Knowledge Base","paragraphs":["Choose Knowledge Base in the sidebar and confirm the active agent. Review the storage indicator in your account. The values in the screenshot belong to the demonstration account and are not a promise of your package allowance.","Use Upload for a document or Paste text for approved written material. The screen also shows Learning data, but that is not a substitute for maintaining accurate source information."],"screenshot":{"url":"https://antbuildz.ai/tutorials/screenshots/knowledge-actions.jpg","alt":"Knowledge base toolbar with Upload and Paste text.","width":1165,"height":230,"marks":[{"x":5,"y":83,"label":"Upload an approved document."},{"x":14,"y":83,"label":"Use Paste text for written FAQs or SOPs."}]},"url":"https://antbuildz.ai/resources/ai-agent-console-knowledge-base#step-2"},{"title":"Upload a document or paste approved text","paragraphs":["For Upload, choose the intended file using the file picker and follow any format or size message shown by your account. Prefer readable text documents; a scanned image may need text extraction before the information can be used reliably.","For Paste text, enter a descriptive Title and paste the complete approved Content. Review it before choosing Add to Knowledge Base. The dialogue says pasted content is saved as a UTF-8 text file and sent through extraction and embedding. That is not a guarantee that processing or retrieval has succeeded."],"screenshot":{"url":"https://antbuildz.ai/tutorials/screenshots/paste-text.jpg","alt":"Empty Paste Text dialogue with Title, Content and Add to Knowledge Base.","width":512,"height":493,"marks":[{"x":65,"y":31,"label":"Give the source a recognisable title."},{"x":65,"y":59,"label":"Paste the approved content here."},{"x":73,"y":91,"label":"Add to Knowledge Base when ready."}]},"url":"https://antbuildz.ai/resources/ai-agent-console-knowledge-base#step-3"},{"title":"Check the source before testing answers","paragraphs":["Find the source using Search sources or Filter by source type. Open Preview where available and check that the important text, units and model names survived extraction. If the interface reports processing or an error, resolve that state before relying on the source.","Keep your approved master copy outside the Console. Do not remove a source until you understand whether other answers still depend on it. When replacing outdated material, re-test the affected questions and check that the earlier rule no longer appears."],"url":"https://antbuildz.ai/resources/ai-agent-console-knowledge-base#step-4"},{"title":"Test known answers and missing information","paragraphs":["In Playground, ask a question whose answer is explicitly in the source, then ask it in different words. Compare the response against the original document rather than judging only whether it sounds confident.","Also ask about a fact that is missing. The agent should acknowledge the gap or request a team review, not supply an invented price, compatibility claim or delivery commitment. Add missing approved information and repeat the test."],"url":"https://antbuildz.ai/resources/ai-agent-console-knowledge-base#step-5"}],"checks":["The correct source appears under the correct agent.","Previewed text preserves the information customers need.","Known answers match the source and missing facts are not invented."],"faq":[{"question":"Where do I add a website URL?","answer":"No Add website control was visible in the inspected account. Do not assume a URL mentioned in pasted text will be crawled. Use approved copied text or a supported file, or ask whether website ingestion is available for your account."},{"question":"Does Learning data mean every conversation automatically becomes approved knowledge?","answer":"Do not assume that. The inspected learning screen does not establish an end-to-end approval or promotion workflow. Maintain approved sources and test answer quality separately."}],"url":"https://antbuildz.ai/resources/ai-agent-console-knowledge-base","requiresOwnerApprovalBeforeAgentImport":true},{"slug":"add-faq-knowledge","title":"Create FAQ knowledge your agent can answer from","stage":"Set up your agent","status":"screen-verified","description":"Turn repeated customer questions into clear, self-contained answers that your support agent can retrieve without losing the business conditions.","prerequisite":"Gather common enquiries and have the answers checked by the relevant business owner.","limitation":"This is an editorial workflow using the verified Paste text interface, not a separate FAQ-management feature.","steps":[{"title":"Collect questions in the customer’s language","paragraphs":["Start with actual enquiries about product selection, quotations, service areas, rental requirements, delivery and after-sales support. Write one question for each distinct customer need. Include useful alternative wording in the same entry instead of creating conflicting copies.","Separate general guidance from order-specific answers. A general delivery FAQ can explain what information the team needs; it should not invent the arrival date of an individual order."],"url":"https://antbuildz.ai/resources/add-faq-knowledge#step-1"},{"title":"Write a complete answer with its conditions","paragraphs":["Lead with the direct answer. Then explain the conditions, the information the customer must provide and when a person needs to confirm the result. Include the product family or policy scope so the answer remains meaningful when retrieved by itself.","Give the source a title, owner and review date. Where an answer relies on a policy, reference its title and relevant section. Do not put “see above” as the only explanation; the agent may retrieve this entry without the preceding one."],"example":"Question: What should I provide for a rental quotation?\nAnswer: Tell us the equipment type, intended application, required dates and delivery location. Include capacity or access requirements if known. Our team must confirm suitability, availability and the final quotation.\nOwner: Rental team\nReview date: [approved date]","url":"https://antbuildz.ai/resources/add-faq-knowledge#step-2"},{"title":"Add the FAQ set to Knowledge Base","paragraphs":["Open Knowledge Base → Paste text. Use a title such as Rental quotation FAQs — approved [date]. Paste the reviewed question-and-answer pairs into Content. Remove draft notes and internal-only comments before choosing Add to Knowledge Base.","After processing, locate the source and inspect Preview. Check that every question still appears with the correct answer and that formatting has not merged unrelated entries."],"screenshot":{"url":"https://antbuildz.ai/tutorials/screenshots/paste-text.jpg","alt":"Empty Paste Text dialogue with Title, Content and Add to Knowledge Base.","width":512,"height":493,"marks":[{"x":65,"y":31,"label":"Give the source a recognisable title."},{"x":65,"y":59,"label":"Paste the approved content here."},{"x":73,"y":91,"label":"Add to Knowledge Base when ready."}]},"url":"https://antbuildz.ai/resources/add-faq-knowledge#step-3"},{"title":"Test variations and edge cases","paragraphs":["Ask the exact question in Playground, then use a short customer-style variation such as “Need a rental quote—what do you need?” Check that the answer keeps the important conditions.","Ask for an exception the FAQ does not authorise, such as guaranteed availability or a special discount. If the response invents approval, tighten the answer and AI Rules, then test again. Keep a short log of the question, expected answer and observed result."],"url":"https://antbuildz.ai/resources/add-faq-knowledge#step-4"}],"checks":["Each answer stands on its own and states relevant conditions.","The source has a named owner and review date.","Paraphrased questions produce consistent, grounded answers."],"faq":[{"question":"Should every FAQ be a separate file?","answer":"Not necessarily. Group closely related questions under a descriptive source title, while keeping each question and answer distinct. Separate unrelated topics or policies with different owners and review cycles."}],"url":"https://antbuildz.ai/resources/add-faq-knowledge","requiresOwnerApprovalBeforeAgentImport":true},{"slug":"add-sop-and-policy-knowledge","title":"Prepare SOPs, policies and manuals for your agent","stage":"Set up your agent","status":"screen-verified","description":"Document what to do, in what order, and when to stop—without exposing confidential procedures or letting the agent authorise exceptions.","prerequisite":"Obtain approved customer-facing procedures and current policy or manual versions.","limitation":"These are content-preparation instructions. Uploading an SOP does not create an automated workflow or grant the agent permission to carry it out.","steps":[{"title":"Separate procedures from policies and technical facts","paragraphs":["An SOP describes an ordered task, such as requesting a rental extension. A policy states the rules that apply. A manual describes a product or procedure for a specific model. Keep the distinction clear so the agent can explain both the action and its limitations.","Exclude staff passwords, supplier pricing, internal negotiations and other information that customers should not receive. If a procedure contains internal and public steps, create a separately approved customer-facing version rather than uploading the complete internal document."],"url":"https://antbuildz.ai/resources/add-sop-and-policy-knowledge#step-1"},{"title":"Write an SOP that can be followed in order","paragraphs":["State the purpose, who the procedure applies to, what is needed before starting, the numbered actions and the expected result. Add stop conditions for situations needing a team member.","For each step, include the exact information to provide and how the customer knows it is complete. Do not treat a submitted request as approval or a completed payment."],"example":"Purpose: Request a rental extension.\nBefore starting: Have the rental reference and requested new end date.\n1. Send the reference and requested date to the approved contact.\n2. Wait for confirmation of availability and revised charges.\n3. Proceed only after the team confirms the extension.\nStop condition: Do not assume an extension is approved because a request was sent.","url":"https://antbuildz.ai/resources/add-sop-and-policy-knowledge#step-2"},{"title":"Preserve scope, versions and units","paragraphs":["For policies, include the effective date, applicable products or services, conditions and exception-approval owner. Resolve disagreements between a FAQ and the governing policy before uploading either.","For manuals, preserve the manufacturer, model, revision, specification units and safety warnings. Do not generalise a model-specific instruction to all equipment. Technical suitability and safety-critical advice need the appropriate qualified review."],"url":"https://antbuildz.ai/resources/add-sop-and-policy-knowledge#step-3"},{"title":"Add, preview and test the source","paragraphs":["Use Knowledge Base → Upload for an approved document, or Paste text for a written procedure. Give it a title that identifies the topic and version. Preview the extracted material and ensure the step order and warnings remain understandable.","In Playground, ask how to complete the task, then ask to skip a required approval. The agent should retain the stop condition. Also test a similar but unsupported model or procedure; it should not silently reuse instructions that do not apply."],"screenshot":{"url":"https://antbuildz.ai/tutorials/screenshots/knowledge-actions.jpg","alt":"Knowledge base toolbar with Upload and Paste text.","width":1165,"height":230,"marks":[{"x":5,"y":83,"label":"Upload an approved document."},{"x":14,"y":83,"label":"Use Paste text for written FAQs or SOPs."}]},"url":"https://antbuildz.ai/resources/add-sop-and-policy-knowledge#step-4"}],"checks":["Procedures include prerequisites, ordered actions and stop conditions.","Policies and manuals retain their scope and current version.","Test answers distinguish a request from an approval."],"faq":[{"question":"Will adding an SOP make the agent perform those actions?","answer":"No. Knowledge explains a procedure. Executing an action requires an available, configured capability and the necessary authorisation; document ingestion alone does not provide either."}],"url":"https://antbuildz.ai/resources/add-sop-and-policy-knowledge","requiresOwnerApprovalBeforeAgentImport":true},{"slug":"ai-agent-console-playground","title":"Test your agent and publish its chat entry point","stage":"Set up your agent","status":"screen-verified","description":"Check real customer enquiries, then use the customer chat link or installation snippet supplied for the selected agent.","prerequisite":"Complete Agent Setup, add approved knowledge and have authority to edit the destination website.","limitation":"Playground controls and installation help were inspected, and its generated customer link was opened successfully to the configured welcome screen. No test message, website installation, handover or new deployment was performed during this review.","steps":[{"title":"Prepare a small acceptance test","paragraphs":["Choose questions covering your main enquiry types: product specifications, quotation requirements, delivery conditions, rental dates and human handover where relevant. Write the expected answer or source beside each.","Replace the bracketed examples below with your own approved facts before testing. Run each case as a fresh conversation when you want to measure an independent answer. Record the actual response and a pass/fail result. A launch check should assess accuracy and safe boundaries, not just whether the chat responds."],"example":"1. Known product\nAsk: What is the [capacity/specification] of [model]?\nPass: The value and unit match the approved source.\n\n2. Requirement-based recommendation\nAsk: I need [application] with [required capacity] at [location]. What fits?\nPass: Relevant requirements are clarified; any suggested product meets the stated specifications.\n\n3. Product comparison\nAsk: Compare [model A] and [model B] for [application].\nPass: Important differences are correct; missing facts are identified, not guessed.\n\n4. No suitable product\nAsk for a requirement beyond your listed products.\nPass: The agent does not invent a product or claim an unsuitable match.\n\n5. Unknown commercial fact\nAsk for an unconfirmed discount or guaranteed delivery date.\nPass: The agent explains that team confirmation is needed.\n\n6. Customer handover\nAsk: I would like to speak to a person about this enquiry.\nPass: The next step is clear and the receiving team can actually find the enquiry.\n\n7. Contact and business hours\nAsk how to contact the team and when it is available.\nPass: Approved contacts, timezone and hours are correct.\n\n8. Inventory, only if connected\nAsk about a product whose current availability the owner can confirm.\nPass: The answer agrees with the verified source and does not turn stale or missing data into a promise.\n\nRecord for each case: date | selected agent | source/version | question | expected result | actual result | pass/fail | correction owner.","url":"https://antbuildz.ai/resources/ai-agent-console-playground#step-1"},{"title":"Test in Playground","paragraphs":["Select the intended agent and choose Playground. Ask one test question at a time, compare the answer with your approved source, and record the outcome. Use Reset when you need a fresh conversation context.","If an answer is weak, identify whether the issue is missing knowledge, conflicting source material or unclear AI Rules. Correct the cause and repeat the same test. Testing may use account resources; check Billing rather than assuming test conversations are free."],"url":"https://antbuildz.ai/resources/ai-agent-console-playground#step-2"},{"title":"Use the supplied customer chat link","paragraphs":["Find Customer chat link and choose Copy link or Open. Use the full generated URL exactly as supplied; the inspected URL includes an agent identifier. Do not remove query parameters or construct the address from a tenant name.","Open the link in a customer-like browser session and check the intended agent, welcome text, example questions and contact details. Only share it publicly after the test answers meet your acceptance criteria."],"url":"https://antbuildz.ai/resources/ai-agent-console-playground#step-3"},{"title":"Install the supplied embed on your website","paragraphs":["Under Embed on your site, choose Copy snippet. Review Preview and Install help. Give the unchanged snippet to the person responsible for your website and identify the pages on which the agent should appear.","The Console help describes placing the snippet before the closing body tag for HTML websites, using a footer or injection plugin for WordPress, or a Custom HTML tag for Google Tag Manager. Follow your website’s normal review and publishing process."],"screenshot":{"url":"https://antbuildz.ai/tutorials/screenshots/install-help.jpg","alt":"Playground installation help for HTML, WordPress and Google Tag Manager.","width":448,"height":334,"marks":[]},"url":"https://antbuildz.ai/resources/ai-agent-console-playground#step-4"},{"title":"Verify the published page and handover","paragraphs":["After an authorised website publish, open the actual page on desktop and mobile. Check that the chat opens, does not obscure important controls and connects to the intended agent. Run a normal enquiry and an escalation test.","Confirm that the receiving team can find and handle the test enquiry. If the widget is missing, check that the snippet was published on that page and consult your website administrator about blocked embeds. Do not paste payment details or secrets into a test chat."],"url":"https://antbuildz.ai/resources/ai-agent-console-playground#step-5"}],"checks":["Normal, incomplete and out-of-scope questions have been checked.","The full generated customer link opens the intended agent.","Any installed widget and team handover have been verified on the destination website."],"faq":[{"question":"Can I change the chat link to a new .ai address?","answer":"Use the link generated by your Console until an approved domain migration is confirmed. Do not replace the current domain by guessing a new address."}],"url":"https://antbuildz.ai/resources/ai-agent-console-playground","requiresOwnerApprovalBeforeAgentImport":true},{"slug":"ai-agent-console-payment-methods","title":"Add a payment card and find payment records","stage":"Subscribe","status":"screen-verified","description":"Locate the authenticated card form and understand the difference between saving a payment method, paying an invoice and activating a subscription.","prerequisite":"Sign in with an account authorised to manage billing. Use your organisation’s approved payment method.","limitation":"The empty card form and empty Payment History were inspected. Card submission, bank authentication, charging, receipts and subscription activation were not tested.","steps":[{"title":"Open the account’s payment settings","paragraphs":["In the AI Agent Console, choose Billing, then Payment Methods. Review any existing methods before adding another. If your account has none, the inspected screen displays No payment methods found.","Confirm that you are in the intended account and on the genuine Console domain before entering financial information. Never send full card details, CVC or bank authentication codes through an AI chat or support message."],"url":"https://antbuildz.ai/resources/ai-agent-console-payment-methods#step-1"},{"title":"Open Add Payment Method","paragraphs":["Choose Add Payment Method to reveal Add New Card. The form contains Card Number, Expiry Date, CVC and Name on Card. The example values in the screenshot are placeholders, not a real payment card.","Enter details only when you are authorised and ready to save the card. Check them before selecting Add Card. Use Cancel to leave the form without submitting."],"screenshot":{"url":"https://antbuildz.ai/tutorials/screenshots/payment-method.jpg","alt":"Billing Payment Methods screen with an empty Add New Card form. All shown values are placeholders.","width":1168,"height":762,"marks":[{"x":35,"y":14,"label":"Select Payment Methods."},{"x":72,"y":60,"label":"Enter card details only in the authenticated form."},{"x":91,"y":90,"label":"Review before choosing Add Card."}]},"url":"https://antbuildz.ai/resources/ai-agent-console-payment-methods#step-2"},{"title":"Confirm the result without assuming a subscription","paragraphs":["After submission, read the actual confirmation or error returned by the payment flow. Complete any bank authentication only in its legitimate payment interface. The exact confirmation screens remain to be verified for this guide.","A saved card alone is not proof that a subscription has started or an invoice has been paid. Check the account’s Billing state and the actual transaction result. If the outcome is unclear, inspect payment history before retrying to avoid accidental duplicate attempts."],"url":"https://antbuildz.ai/resources/ai-agent-console-payment-methods#step-3"},{"title":"Find payment history and available invoices","paragraphs":["Choose Payment History in Billing. The inspected table has Payment ID, Date, Amount, Status and Invoice columns. When there are no transactions, it says No payments have been recorded yet.","For an existing payment, inspect its status and use an available invoice or receipt action. Download behaviour could not be verified because the inspected account had no payment records. If you need help, provide the payment ID, date and error wording—never card details."],"url":"https://antbuildz.ai/resources/ai-agent-console-payment-methods#step-4"}],"checks":["You distinguish saved payment details from a successful charge.","Any payment outcome is confirmed in the actual account, not inferred from this screenshot."],"faq":[{"question":"Does Add Card buy a package?","answer":"Do not assume so. The inspected control adds a payment method. A subscription requires its own confirmed commercial terms and activation result."},{"question":"What should I send support if a payment fails?","answer":"Send the date, payment reference if available, and the error message with sensitive information removed. Never send a full card number, CVC or bank authentication code."}],"url":"https://antbuildz.ai/resources/ai-agent-console-payment-methods","requiresOwnerApprovalBeforeAgentImport":true},{"slug":"webstore-onboarding-checklist","title":"Prepare your webstore for customer enquiries","stage":"Prepare your webstore","status":"partial","description":"Prepare the company details, catalogue and enquiry checks needed for a useful webstore while the live administration walkthrough is being verified.","prerequisite":"Confirm that your selected package includes the required webstore capabilities and identify the person responsible for your catalogue.","limitation":"The live webstore administration URL has not yet been supplied. This is a preparation checklist, not a verified click-by-click builder or publishing tutorial.","steps":[{"title":"Prepare your company and enquiry information","paragraphs":["Gather your approved business name, logo, contact channels, service areas and opening hours. Decide which team will receive sales, rental and technical enquiries.","Write a short introduction explaining what you supply and who you serve. State enquiry and quotation conditions clearly; do not promise live stock or immediate delivery unless the operational process supports those claims."],"url":"https://antbuildz.ai/resources/webstore-onboarding-checklist#step-1"},{"title":"Build a consistent product source list","paragraphs":["For each product, prepare its name, model, category, approved images, specifications with units, intended applications and quotation requirements. Keep sales and rental conditions distinct where both apply.","Identify missing data before publication. If a price or availability value needs confirmation, record that requirement instead of inventing a placeholder that customers could mistake for an offer. Keep manuals matched to the correct model and revision."],"url":"https://antbuildz.ai/resources/webstore-onboarding-checklist#step-2"},{"title":"Align the agent’s knowledge with the catalogue","paragraphs":["Use the same approved product names and policy wording in your webstore materials and the agent’s Knowledge Base. Test common questions against those sources.","Do not assume that a webstore update automatically refreshes every agent source. The connection and refresh behaviour must be verified in the actual administration interface. Record who owns catalogue changes and who re-tests agent answers."],"url":"https://antbuildz.ai/resources/webstore-onboarding-checklist#step-3"},{"title":"Prepare a launch acceptance check","paragraphs":["Before publication, plan checks for product browsing, mobile layout, contact links, the intended AI Agent and enquiry handover. Assign an owner to confirm that a test enquiry reaches the correct team.","The exact steps for accessing the builder, adding products, connecting a domain and publishing will be added only after the live webstore administration screens are verified. Do not substitute an AI Agent Console screen for a webstore control."],"url":"https://antbuildz.ai/resources/webstore-onboarding-checklist#step-4"},{"title":"Review store information in the authorised builder","paragraphs":["Text-first draft; builder controls and screenshots remain unverified. Once you have authorised administration access, locate the actual store-information settings and compare the name, logo, public contacts and service information with your approved company profile. Save only through the controls that interface provides.","If a preview is available, inspect what customers see rather than checking only the editing form. Expected result: the customer-facing profile is correct and no private account or staff information is exposed."],"guideSlug":"prepare-company-workspace","url":"https://antbuildz.ai/resources/webstore-onboarding-checklist#step-5"},{"title":"Check a sample of listings before expanding the catalogue","paragraphs":["Use the supported product-entry method in your account. Start with a representative sample and verify its title, specifications, image, sales or rental conditions and enquiry path. Do not assume adding a record makes it publicly visible.","Check any actual visibility or publishing state provided by the interface. Expected result: intended sample listings display correctly, and incomplete material remains outside the public launch. Import format and visibility controls still need live verification."],"guideSlug":"prepare-and-check-product-import","url":"https://antbuildz.ai/resources/webstore-onboarding-checklist#step-6"},{"title":"Confirm the intended address and agent connection","paragraphs":["Use the store address actually assigned or confirmed by the service. If a custom domain is supported and required, ask the authorised domain administrator to follow the platform’s verified instructions. This draft does not supply DNS records or assume a domain setup control exists.","Check that the customer-facing agent is the intended one by asking a known question. Do not guess a new .ai address or remove parameters from a generated chat link. Expected result: the approved address opens the correct store and the correct agent answers."],"guideSlug":"ai-agent-console-playground","url":"https://antbuildz.ai/resources/webstore-onboarding-checklist#step-7"},{"title":"Publish only after review, then test as a customer","paragraphs":["When the actual publishing workflow is verified and you are authorised, review its destination and scope before completing it. Exact publish controls are pending; do not treat a preview or saved draft as a live store.","Open the customer address outside the editing view. On desktop and mobile, check product browsing, important contact links, the agent and an appropriate test enquiry. Confirm that the receiving team can find the enquiry. Record failures, correct them through the supported process and repeat the affected test before promoting the store."],"guideSlug":"onboarding-troubleshooting","url":"https://antbuildz.ai/resources/webstore-onboarding-checklist#step-8"}],"checks":["Approved company details and product materials are ready.","Each enquiry type has a responsible receiving team.","Live builder access and publishing steps still need verification.","Once published through the verified workflow, the customer page and enquiry handover pass the launch checks."],"faq":[{"question":"Where is the webstore builder in the AI Agent Console?","answer":"A webstore builder was not visible in the inspected Console account. Use your authorised webstore administration entry point; its exact URL and workflow still need confirmation for this tutorial."}],"url":"https://antbuildz.ai/resources/webstore-onboarding-checklist","requiresOwnerApprovalBeforeAgentImport":true}]}