Set Up Your AI Agent

Before you start, create your Enjo workspace and AI Support Agent. If you have not done that yet, start with Sign Up for Enjo and Create your first AI Agent.

Enjo Platform includes the agent, Inbox, Help Center, Insights, Automation Tools, and Security. If your team is keeping an existing helpdesk, Enjo for your helpdesk deploys the same agent into that workflow. In either route, the setup path is: connect knowledge, test the agent, connect a channel, and configure escalation before launch.

Phase 1: Connect and Test

Connect approved knowledge sources to ground the agent's answers. You can add actions, flows, and guardrails as needed for the requests you want Enjo to resolve.

Step 1 — Connect Your Knowledge Sources

Connect the approved sources the agent should use to answer questions. These can include documentation, past tickets, uploaded files, or website content. Connected knowledge sources ground the agent's answers.

→ Set up knowledge sources

Tip: Start with a small set of relevant, high-quality sources. Add more as you identify gaps.

Step 2 — Test in Playground

Use Playground to test representative requests before connecting a live channel. Review the response and its cited sources, then refine your knowledge or configuration where needed.

→ Test your AI Agent

Phase 2: Deploy to Users

Once you're confident in how the agent responds, connect it to the channels where your users already work.

Step 3 — Connect a Channel

Connect the agent to a channel so requesters can interact with it. Enjo is available in Slack, Microsoft Teams, website chat, the Help Center, and Slack Connect shared channels for external accounts. Inbound email routes to Inbox for human handling rather than AI resolution.

You can connect multiple channels and assign them to agents.

→ Connect a channel

Phase 3: Set Up Your Safety Net

For requests the agent cannot resolve, configure a clear handoff to your team with the relevant conversation context.

Step 4 — Configure Escalation

Configure when the agent hands a request to a human and where the handoff goes, such as Inbox or a connected ticketing system. The person handling it can receive the conversation context.

→ Configure escalation

Step 5 — Set Up Inbox or Connect Your Ticketing System

Choose where your team will handle escalated requests:

• Inbox is Enjo's workspace for human agents to handle conversations. See Getting Started with Inbox.

• Connected ticketing system — If your team uses a supported helpdesk, configure escalation to route requests there. See AI Agent Ticketing and the relevant integration guide for setup and behavior.

You can use Inbox, a ticketing system, or both.

Step 6 — Set Up Your Help Center (optional)

If you want requesters to find answers through a self-service portal, set up a Help Center. It provides published articles and AI search. Set it up now or later.

→ Set up your Help Center

Expand From Here

Once the agent is connected to a channel, tested, and backed by a configured handoff, explore these capabilities as needed:

1. Agent Assist — If your team handles escalations in a connected helpdesk, explore Agent Assist for AI support inside the agent workspace.

2. Enjo Answers — Manage question-and-answer content for your AI Agent in Enjo Answers.

3. AI Actions — Configure the agent to retrieve information or take authorized actions in connected systems. See AI Actions.

4. Insights — Review agent and support outcomes in Performance Insights.

5. AI Flows — Use AI Flows for requests that need multiple steps, logic, or fallbacks.

6. Router AI Agents — If you use specialized agents, see Create Router AI Agent for setup and routing behavior across channels.

7. Inbox workflow — See Finding and Filtering Conversations for current Inbox tabs, filters, snooze, and tags.

Need Help?

If you run into issues during setup, use the linked guides for the relevant feature or contact your Enjo support contact.