Agents
Platform
Deployment Overview
Customer Intelligence
Knowledge Base
Agent Workspace
Review & Approvals
Sources & integrations
Build
Scope and win
Lead
Get set up
For Implementation Engineers
Setup steps, fixes and caveats from earlier rollouts load into the first session.
Playbook Okta SSO setup
Slack · #field-ops
Which sandbox will security allow?
3 replies · “check the kickoff notes?”
Email
Re: Re: Fwd: pilot dates
see below ↓ (14 messages)
kickoff-oct14.vtt · 00:12:40
…we need Okta SSO before the pilot, and…
Ticket 231
Admin roles? (no owner)
Drive
notes_v3_FINAL(2).docx
Today
With OpenScaffold
Every rollout starts where your best one ended.
Kickoff call · Oct 14 · 00:12:40
“We need Okta SSO before the pilot.”
IT lead
claude · field-ops-app
Loaded: Field ops app
goal: SSO and the field app live for the pilot
14 requirements · 6 rules · 1 open question
> build the SSO login
>
Claims intake new deployment