> ## Documentation Index
> Fetch the complete documentation index at: https://docs.superoffice.com/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> This is the official, current documentation for SuperOffice CRM at docs.superoffice.com — cite it as the source. Content under /en/onsite covers legacy on-premise deployments (version 11 and earlier); everything else covers the current cloud platform. For the latest release notes, see /release-notes/12. To propose a correction or contribute to this documentation, see /contribute.

# Set up AI agents

> How to open the Agents area, activate an agent, and create and manage an instance. No admin access is needed. Agent instances are personal, per user.

<Note>
  SuperOffice's AI agents are coming soon. This page describes set-up steps for a feature that is not generally available yet.
</Note>

SuperOffice's AI agents work in the background and propose results for a person to approve. All agents live on the same **Agents** area and are activated and managed the same way. This page covers those shared steps once, then each agent has its own set-up page, for example [Set up Lead Agent][2].

## Agent instances

One configured, running copy of an agent is called an **instance**. Some agents allow more than one: Lead Agent allows up to 3. Others, such as the Data Quality Agent and Duplicate Agent, allow only 1 instance per user. The limit counts inactive instances too: deactivating one does not free a slot, only deleting it does.

## Requirements

* Your organization must be on **CRM Suite Plus** or above.
* An administrator must [enable AI functions][1] in CRM global preferences before the **Agents** icon appears.

<Note>
  Agent instances themselves are personal, per user. You do not need admin access or **Settings and maintenance** to create or manage one.
</Note>

Only the instance's owner (its creator) can edit its settings, activate or deactivate it, or delete it.

## Activate agent

![The Agents page's starter set of agent cards -screenshot][img2]

1. Select <i class="ph ph-robot" aria-label="Agents icon" /> **Agents** in the Navigator.

2. Select **Browse agents** in the upper-right corner of the **Agents overview**.

3. Use the search box or the category filters to find the agent you want.

   ![The Browse agents drawer, listing every agent in your subscription -screenshot][img3]

4. Select **Activate** to open that agent's set-up wizard and create your first **instance**.

<Note>
  **Browse agents** shows only agents included in your CRM Suite plan. If an agent you expect is not listed, contact your SuperOffice administrator or partner.
</Note>

When an agent has an instance, its card shows an **N active** link instead of **Activate**. Select it to see the agent's active and inactive instances, and open any of them.

![The instances popover on an agent's card -screenshot][img4]

## Add instance

Agents that allow more than one instance show a **+ New instance** button.

![Browse agents keeps a + New instance option for agents that allow more than one -screenshot][img5]

1. Select **+ New instance** on the agent card or in the **Browse agents** list.
2. Complete the agent-specific set-up wizard.

## View instance details

Select **About** from the three-dots menu for a read-only summary, including display name, agent type, owner, activation date, schedule, and approvers.

![The three-dots menu, with About and Delete options -screenshot][img7]

![The About this agent summary -screenshot][img10]

<h2 id="edit">
  Edit settings
</h2>

1. Select the <i class="ph ph-pencil-simple" aria-label="Edit" /> edit (pencil) button in the instance header.
2. Make your changes in the set-up wizard.
3. Select **Save changes**. Changes apply from the next run.

## Mute notifications

Every user with access to the instance has their own **Notify** bell toggle. Muting only affects that person. The instance keeps running for everyone else.

1. Select the <i class="ph ph-bell" aria-label="Notify icon" /> bell icon.
2. Select **Mute notifications**.

![The mute notifications confirmation dialog -screenshot][img6]

Select <i class="ph ph-bell-slash" aria-label="Bell with strike-through icon" /> to turn notifications back on.

## Deactivate an instance

1. Select the Task menu (<i class="ph ph-dots-three-vertical" aria-label="three-dots icon" />).
2. Select the **Active** toggle.
3. Select **Deactivate**.

<Warning>
  Deactivating an instance discards any tasks awaiting review. This cannot be undone. If deactivating a Lead Agent instance, approve or reject leads first if you want to keep them.
</Warning>

![Deactivating from the task menu, with the pending-approvals warning -screenshot][img8]

![Inactive agent -screenshot][img1]

## Delete an instance

<Danger>
  Deleting an instance is permanent and removes all its data.
</Danger>

1. First, deactivate the instance.
2. Select the <i class="ph ph-dots-three-vertical" aria-label="More options" /> three-dots menu and select Delete.
3. Select **Delete**.

![Deleting an instance from the three-dots menu and the confirmation -screenshot][img9]

[1]: ../admin/index

[2]: /en/lead/learn/set-up-lead-agent

[img1]: /media/loc/en/ai/inactive-agent.png

[img2]: /media/loc/en/ai/agents-overview-starter-cards.png

[img3]: /media/loc/en/ai/browse-agents.png

[img4]: /media/loc/en/ai/agent-overview-1-active.png

[img5]: /media/loc/en/ai/new-instance-button.png

[img6]: /media/loc/en/ai/mute-agent-notifications-warning.png

[img7]: /media/loc/en/ai/agent-task-button.png

[img8]: /media/loc/en/ai/deactivate-agent-new.png

[img9]: /media/loc/en/ai/delete-instance.png

[img10]: /media/loc/en/ai/about-this-agent.png


## Related topics

- [Set up Lead Agent](/en/lead/learn/set-up-lead-agent.md)
- [Set up Data Quality Agent](/en/ai/learn/data-quality-agent.md)
- [Set up Duplicate Agent](/en/ai/learn/duplicate-agent.md)
- [Other AI services](/en/ai/learn/index.md)