Scope
This guide covers setup & configuration for AI Team Operations. Availability depends on your tenant package, role and configured providers.
Purpose
See specialised agents, runs, outputs and team-level activity.
Confirm available agents, workspace context and schedules.
Before you start
Correct tenant and project selected
Required source or provider is available
An accountable owner is identified
Test data can be separated from live activity
Procedure
- Open the correct tenant and confirm the project or workspace that owns this capability.
- Confirm available agents, workspace context and schedules.
- Connect or select the required source records and owners.
- Create a safe test configuration before using live customer or campaign data.
- Compare run completion, accepted output and operational outcomes.
- Keep tasks scoped, observable and reviewable.
Verify the result
Compare run completion, accepted output and operational outcomes. Confirm that the intended record, state, run or report is visible to another authorised operator and that its next owner is clear.
Completion checkpoint
The capability is in the intended state, evidence is current, exceptions are owned and the next action can be understood without a separate status message.
Controls and limitations
Keep tasks scoped, observable and reviewable. Predictive, attribution and recommendation outputs support operator judgement; provider and data limitations remain relevant.