> ## Documentation Index > Fetch the complete documentation index at: https://wiredesk.ai/docs/llms.txt > Use this file to discover all available pages before exploring further. # The agent overview > The agent's front page: the setup checklist, where it's answering, and a way into each of its sections. 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. ## 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: | Section | What's in it | | ---------------- | -------------------------------------------------------------- | | **Overview** | What is live, what is left to do. | | **Knowledge** | The pages, files and notes it answers from. | | **How it talks** | Its name, greeting and the instructions it follows everywhere. | | **Actions** | Take a lead, book a meeting, call your systems. | | **Channels** | Chat, phone and email: switch them on, the number, the voice. | | **Playground** | Try it live, and change how the chat bubble looks. | | **Install** | The snippet, the platform guides, the domain rules. | 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](/docs/reference/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](/docs/agents/test-your-agent). ## 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. | Line | Done when | Required | | ------------------------------------------ | ---------------------------------------------------------------------------------------------------------------------- | -------- | | **Chat bubble on your site** | The widget has loaded on a page that isn't wiredesk.ai. The in-app previews and demo page don't count. | Yes | | **Knowledge indexed** | At least one knowledge source is ready. It shows as in progress while sources are indexing. | Yes | | **Lead capture on** | A lead capture action is switched on. | Yes | | **Phone number attached** | The agent has a phone number. | Optional | | **Prices and hours in the knowledge base** | Only appears if your instructions mention a price or a time of day, as a reminder to put those facts in knowledge too. | Optional | 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. ### 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. ## 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](/docs/concepts/channels). ## 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: | Card | Status line | | ---------------- | ----------------------------------------------------------------------- | | **Knowledge** | How many sources are answering, "Indexing now", or "Nothing added yet". | | **How it talks** | The greeting. | | **Actions** | How many actions are on, not counting the built-in handover switches. | | **Channels** | Which channels are on, and the voice if the phone is on. | | **Install** | "Live on" followed by the site, or "Not on your site yet". | ## Danger zone The last card on the Overview is **Danger zone**, where you delete the agent. See [delete an agent](/docs/agents/delete-an-agent). ## Related * [Create an agent](/docs/agents/create-an-agent) * [Test your agent](/docs/agents/test-your-agent) * [Where settings live](/docs/reference/where-settings-live) * [Your first week](/docs/get-started/first-week)