> For the complete documentation index, see [llms.txt](https://docs.concurrence.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.concurrence.com/developer-guide/guides.md).

# Guides

Task guides for configuring, testing, operating, and governing Concurrence workflows, with prerequisites and evidence of completion.

Use these guides to complete an implementation or operating task. Each identifies the required access and configuration, the steps to follow, and the evidence to inspect. Endpoint pages supply the underlying request and response contracts.

## Start Your First Conversation

| Your starting point                                   | Follow this guide                                                                                                   | Finish with                                                                              |
| ----------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------- |
| You want to try the SDK without workspace access      | [First Verified Conversation](/developer-guide/guides/first-verified-conversation.md), **Local walkthrough**        | An evidence file from a credential-free fixture run, an expected rejection, and cleanup. |
| You have Console access and a configured test service | [First Console Conversation](/developer-guide/guides/first-console-conversation.md)                                 | A text answer, inspected execution details, and an ended session.                        |
| You have a test service and Platform API credentials  | [First Verified Conversation](/developer-guide/guides/first-verified-conversation.md), **Provisioned test service** | An answer read back from service history and verified closure.                           |

## Choose a Workflow

| Task                                                                                              | Verified outcome                                                                                                   |
| ------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------ |
| [Build and Prove](/developer-guide/guides/build-and-prove.md)                                     | Reviewed service configuration, bounded test evidence, and promotion/recovery plan                                 |
| [Pass Context to Tool Parameters](/developer-guide/guides/conversation-context.md)                | Service schema, selected state-to-tool binding, and verified context received by a test tool                       |
| [Operate and Improve](/developer-guide/guides/operate-and-improve.md)                             | Located run, appropriate intervention, reconciliation, and a repeatable evaluation case                            |
| [Connect Data to a Verified Action](/developer-guide/guides/data-to-verified-action.md)           | Source record, queryable entity, agent access, and independently verified target outcome                           |
| [Verify an Integration Action](/developer-guide/guides/verify-an-integration-action.md)           | Authorized operation and independently confirmed target outcome                                                    |
| [Test a Managed SMS Workflow](/developer-guide/guides/test-managed-sms.md)                        | Provisioned routing, send/delivery evidence, and suppression behavior                                              |
| [Integrate Channel Manager Through the API](/developer-guide/guides/integrate-channel-manager.md) | Your own runtime, scoped API access, signed inbound replies, reconciled delivery, and a controlled acceptance test |
| [Govern a Deployment](/developer-guide/guides/govern-a-deployment.md)                             | Access, availability, region, and operational responsibilities recorded                                            |
| [Scribe: Capture to Finalized Note](/developer-guide/guides/scribe-capture-to-note.md)            | Provider-owned session, reviewed artifact, and version-checked finalization                                        |
| [Troubleshoot an Integration](/developer-guide/guides/troubleshooting.md)                         | Failing boundary, reconciliation action, and escalation evidence                                                   |
| [Compatibility and Retirements](/developer-guide/guides/compatibility-and-retirements.md)         | Correct Classic or retired-interface migration path                                                                |

Console groups tasks into Build, Prove, Operate, Improve, Data, and Govern. Each guide connects those entry points to the owning API and supported client instructions. Confirm [capability availability](https://docs.concurrence.com/platform-overview/capability-availability) before relying on a preview or managed channel.

## Build a Knowledge-Base Agent

The knowledge-base playbooks below describe a particular build workflow. Confirm their API, data-access, and tooling prerequisites before applying them to your deployment. Start with [Getting Started](/developer-guide/getting-started.md) for the general Platform and Classic integration paths, then read the end-to-end playbook before its methodology deep dive.

1. [Build a Knowledge-Base Agent End to End](/developer-guide/guides/build-a-kb-agent-end-to-end.md) - the full path: load your data, assign roles, build the agent, and test it.
2. [Knowledge-Base Agent: Retrieval and Build Methodology](/developer-guide/guides/building-a-knowledge-base-agent.md) - the deep-dive behind the build step: the retrieval-architecture decision and the measurement-driven build loop, grounded in a controlled bake-off.


---

# Agent Instructions
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## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.concurrence.com/developer-guide/guides.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

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Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
