Articles
Creating an AI agent
Follow these steps to create and configure a new ReadiAI Agent. You'll set up the agent’s name, avatar, purpose, and behavior, including whether it starts conversations automatically and how it responds to users. Once configured, you can assign ...
Agent visibility
Agent Visibility determines where a ReadiAI Agent appears within the ReadiNow user interface—either on specific form pages linked to an object or within selected Nova applications. This ensures that AI assistance is provided in the most relevant...
Field masking
The Field Masking Policy allows administrators to protect sensitive information by specifying fields and relationships that ReadiAI Agents must never access. Fields added to this policy will be completely hidden from all agents—ensuring they c...