Catalog Certifications

Configure, test, and optimize AI agents

Configure advanced AI agent features, run a structured test, launch with confidence, and build a monitoring workflow to optimize performance over time.

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About this course

You've designed your conversation flows—now it's time to make them production-ready. In this course, you'll configure advanced features like entities and actions, design a thoughtful escalation strategy, run a structured test with real testers, and launch with confidence. You'll also build a repeatable monitoring workflow to interpret your analytics, troubleshoot issues, and continuously improve your AI agent's performance.

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Learning objectives

By the end of this course, you will be able to:

  1. Configure entities, actions, and rich messaging to add dynamic capabilities to your conversation flows.
  2. Design an escalation strategy that balances AI agent resolution with smooth human handoffs.
  3. Execute a structured testing process using prepared testers, observation criteria, and feedback documentation.
  4. Interpret analytics and conversation logs to identify performance issues and optimization opportunities.
  5. Apply a repeatable monitoring workflow to increase automated resolutions and improve customer satisfaction over time.
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Audience

This course is intended for administrators.

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Prerequisites

It is recommended that you complete both Getting started with AI agents and Design and build AI agents before attempting this course.

 

Curriculum49 min

  • Welcome
  • Getting started 2 min
  • Main content
  • Configure, test, and optimize AI agents 37 min
  • Wrap up
  • Course summary 4 min
  • Share your feedback 5 min
  • Congratulations 1 min

About this course

You've designed your conversation flows—now it's time to make them production-ready. In this course, you'll configure advanced features like entities and actions, design a thoughtful escalation strategy, run a structured test with real testers, and launch with confidence. You'll also build a repeatable monitoring workflow to interpret your analytics, troubleshoot issues, and continuously improve your AI agent's performance.

icon of a spaceship

Learning objectives

By the end of this course, you will be able to:

  1. Configure entities, actions, and rich messaging to add dynamic capabilities to your conversation flows.
  2. Design an escalation strategy that balances AI agent resolution with smooth human handoffs.
  3. Execute a structured testing process using prepared testers, observation criteria, and feedback documentation.
  4. Interpret analytics and conversation logs to identify performance issues and optimization opportunities.
  5. Apply a repeatable monitoring workflow to increase automated resolutions and improve customer satisfaction over time.
icon of a group

Audience

This course is intended for administrators.

icon of a checklist

Prerequisites

It is recommended that you complete both Getting started with AI agents and Design and build AI agents before attempting this course.

 

Curriculum49 min

  • Welcome
  • Getting started 2 min
  • Main content
  • Configure, test, and optimize AI agents 37 min
  • Wrap up
  • Course summary 4 min
  • Share your feedback 5 min
  • Congratulations 1 min