Public Product Notes
Getting Started for Admins
How to scope the service, set the policy posture, and verify that voice, memory, approval, and audit flows are working.
First setup path
- Define the tenant or workspace
- Choose the identity and access boundary
- Configure policy for sensitive actions
- Seed company context and knowledge
- Verify speech input, spoken output, and text fallback
- Run a few test turns and confirm decision, approval, and audit records
Operational controls
- Account and role management
- Access category configuration
- Policy viewing and policy changes
- Memory storage and recall
- Knowledge upload and graph lookup
- Decision review and audit export
Admin validation
- Confirm the system can handle a live voice turn and preserve the relevant context
- Confirm sensitive actions pause behind the correct approval rule
- Confirm the audit trail shows what was requested, what was recommended, and who approved it
- Confirm customer data remains inside the configured customer boundary
- Confirm the demo or pilot is scoped to the real operating workflow, not a disconnected sandbox story
Rollout checklist
- Confirm who can approve actions
- Confirm who can change policy
- Confirm what is allowed without review
- Confirm how long decision history is retained
- Confirm the fallback when voice fails