Agent Setup
Configure Rian, your AI agent, from onboarding through to going live.
Renprofile's AI agent is called Rian. Setup happens in two phases: a short strategy questionnaire during onboarding, followed by configuration and testing inside the workspace.
Phase 1: Onboarding strategy
After you complete workspace setup and team invites, Renprofile walks you through a 4-step agent strategy flow. Your answers shape how Rian behaves from day one.
Step 1: Who are your customers?
Select the audience profile that best describes your users:
| Option | Description |
|---|---|
| B2B SaaS users | Business teams using your software product |
| Developers | Technical users building with your platform |
| Non-technical business users | Ops, finance, or other non-dev business roles |
| Consumers | End consumers using a product or service |
Step 2: What language do your customers speak?
| Option |
|---|
| English (Default) |
| Spanish |
| French |
| German |
| They Speak Multiple Languages |
Step 3: What should Rian never handle?
Select one or more topics Rian should always escalate to a human agent. You can select multiple:
| Topic |
|---|
| Billing disputes |
| Legal questions |
| Enterprise account issues |
| Refund requests |
| (None — Rian handles everything it can) |
Step 4: What does a good resolution look like?
This tells Rian what success means for your team:
| Option | Meaning |
|---|---|
| Customer resolved without a human | Rian should aim to fully self-serve the customer |
| Customer was routed to the right person quickly | Rian should prioritise fast, accurate handoff |
Once you complete step 4, Renprofile begins ingesting your knowledge base and takes you to the workspace.
Phase 2: Configuration
After onboarding, further agent configuration is available from Settings > AI Agent. This is where you can update the strategy answers, adjust escalation rules, and manage the knowledge base.
Phase 3: Sandbox
Before going live, test Rian in the Agent Sandbox at Workspace > Sandbox. The sandbox has two panels:
Left panel — debug view: three tabs give you a live look at what Rian is doing under the hood.
| Tab | What it shows |
|---|---|
| Session | The message input, plus Classification and Flow State data after each simulation |
| Events | A timeline of internal events: classification, retrieval, LLM call, and transition — each with a latency reading |
| Memory | Four memory tiers (Hot, Working, Warm, Cold) with fetch latency and expandable key/value snapshots |
Classification data (Session tab):
| Field | Description |
|---|---|
| Intent Class | The broad category of the message |
| Intent | The specific intent detected |
| Scenario | The matched scenario |
| Confidence | Score from 0.0 to 1.0; above 0.8 is highlighted green |
| Intent locked | True when confidence exceeds 0.9 |
Flow State data (Session tab):
| Field | Description |
|---|---|
| Active state | The current flow being executed |
| Active step | The step within that flow |
| Attempts | How many times the step has been tried |
| Outcome | Result: resolved, escalated, or pending |
Right panel — chat preview: a live Beacon widget simulation. Select who you're simulating as before sending a message:
| Simulate as | What it represents |
|---|---|
| New Visitor | Anonymous user with no history |
| Returning User | User seen before but not identified |
| Known Customer | Identified user with stored attributes |
Use Reset Conversation to clear the session and start fresh.
Go live
Once you're satisfied with sandbox results, enable Rian on live traffic from Settings > AI Agent > Go Live. Rian will immediately begin handling new conversations on all connected channels.