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, 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	A text answer, inspected execution details, and an ended session.
You have a test service and Platform API credentials	First Verified Conversation, Provisioned test service	An answer read back from service history and verified closure.

Choose a Workflow

Task	Verified outcome
Build and Prove	Reviewed service configuration, bounded test evidence, and promotion/recovery plan
Pass Context to Tool Parameters	Service schema, selected state-to-tool binding, and verified context received by a test tool
Set Context on a Live Voice Call	A verified value set on a live call from your backend and received by a context-bound tool, never by the model
Operate and Improve	Located run, appropriate intervention, reconciliation, and a repeatable evaluation case
Connect Data to a Verified Action	Source record, queryable entity, agent access, and independently verified target outcome
Verify an Integration Action	Authorized operation and independently confirmed target outcome
Test a Managed SMS Workflow	Provisioned routing, send/delivery evidence, and suppression behavior
Integrate Channel Manager Through the API	Your own runtime, scoped API access, signed inbound replies, reconciled delivery, and a controlled acceptance test
Govern a Deployment	Access, availability, region, and operational responsibilities recorded
Scribe: Capture to Finalized Note	Provider-owned session, reviewed artifact, and version-checked finalization
Troubleshoot an Integration	Failing boundary, reconciliation action, and escalation evidence
Compatibility and Retirements	Correct Classic or retired-interface migration path

The guides cover Build, Evaluate, Operate, Improve, Data, and Govern tasks. The standard Console sidebar emphasizes Home, Build, Evaluate, Data, and Govern; additional permitted pages remain reachable through Console search. Each guide connects those entry points to the owning API and supported client instructions. Confirm 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 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 - the full path: load your data, assign roles, build the agent, and test it.
2. Knowledge-Base Agent: Retrieval and Build Methodology - the deep-dive behind the build step: the retrieval-architecture decision and the measurement-driven build loop, grounded in a controlled bake-off.