What do I need to set up before my agent's first day?

Not much, we handle the bulk of it, but a few things need to come from you or your IT admin before day one:

• Provisioning your agent's own accounts, an email address, Slack seat, and calendar, the same way you would for a new hire.

• Any workspace-admin approval needed to create those accounts (Google Workspace or Microsoft 365).

• Access to whatever additional tools you want it working in from day one (a CRM, a specific SaaS tool, a portal), if you know those up front, though this can always be added later.

Multi-factor authentication on the agent's own accounts works the same as it would for a person, set it up once during provisioning and it's part of the standard onboarding checklist, not something you manage separately after the fact. Our team walks through this with you during setup so nothing falls through the cracks.