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Open Agents and click an agent to reach its Overview. It shows what’s live and what’s left to do, and links to every other part of the agent. It has no settings of its own apart from the setup checklist and deleting the agent.

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Sections

Every page inside an agent shows the same row of sections under the agent’s name. Each setting lives in exactly one of them: Some settings aren’t where you might expect them. The voice and the transfer number, for example, are under Channels › Phone, not How it talks. The bottom of each section has a Looking for something else? list that links to settings people often look for there but which live elsewhere. Where settings live has the full list. To jump straight to any setting, press ⌘K (Ctrl+K on Windows) and type what you want to change, such as “voice”, “hours” or “colour”. Test chat and Test by voice sit at the top of every page inside the agent. Test by voice only appears when the phone channel is on. See test your agent.

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The setup checklist

Until setup is finished, the Overview opens with a card titled Finish setting up, followed by the agent’s name. Each line is checked against what WireDesk can actually see. You don’t tick them yourself. Each unfinished line has a Set up link to the page where you finish it, and a How this works link to the help article for it. The card’s description shows how many required lines are done. Optional lines aren’t counted and never hold the card open. The card disappears for good once every required line is done.

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Mark done and Hide

Sometimes WireDesk can’t see that a step is finished. A common case is a snippet installed through a setup it can’t detect. For those:
  • Mark done ticks a line by hand. The line then reads “Marked done by you” and offers Undo.
  • Hide removes the whole card from the Overview. A line reading “Setup checklist hidden.” takes its place, with Show it again to bring the card back.
What WireDesk can detect always wins. A line it can see is done stays done, and has no Mark done or Undo button. Marking a line done can only finish a step, never reopen one. Owners and admins can mark lines done and hide the checklist. The checklist appears only on the agent’s own Overview, not on the dashboard.

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Where it answers

Below the checklist, three tiles show Chat, Phone and Email. Each is marked on or off and shows one detail:
  • Chat: the site the bubble is on, or “Not installed yet”.
  • Phone: the agent’s number, or “No number attached”.
  • Email: the agent’s address, or “No address yet”.
Click a tile to open that channel’s page. See channels.

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Section cards

Below the tiles, there’s a card for each section. Each card lists the settings inside that section, and each setting is a link that opens the page with that field highlighted. Most cards also show a status line:

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Danger zone

The last card on the Overview is Danger zone, where you delete the agent. See delete an agent.