Connect the knowledge base before using shortcuts. Until it is connected, guidance and suggestions stay disabled to prevent incorrect advice.

This action depends on secure storage services, which are disabled in the demo environment.

In production, connect storage to enable templates, checklists, and updates.

Detailed agent views are limited in this demo. Only the primary agent profile is connected to example records to keep the dataset small and consistent

This demo does not include the full data handling policy. In production, supervisors can open the policy center to review sources, retention, and access controls