This guide will walk you through the setup of Agent PO and its integration into your tech stack.
Before you begin the configuration process, it’s recommended to read the following articles:
Start by logging into your account. Navigate to the settings section and update your company information. Ensure that you also designate administrators who will manage user permissions and oversee the configuration process.
Kavida categorizes users into two groups, each requiring specific permissions which will be triggered in the SSO sign up process:
To connect your ERP system, we will host a lightweight virtual machine (VM) that brokers connectivity from your environment to the Kavida platform. Below are the sizing specifications for the VM:
Instance Specifications:
Firewall Rules:
Once your environment is prepared, initiate the agent setup process. Follow the onboarding flow where you'll select job roles and objectives. This process helps tailor the functionalities of Agent PO to meet your specific needs.
After setting up the agent, it's time to enable automations. Access the Automations Library within the Kavida platform to explore available automation options.