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Quickstart

This checklist gets you from zero to a production-ready Agent quickly, with the right validation points.

Phase 1 — Foundation​

1) Create your account and workspace​

  • Sign up at xmagic.ai/login
  • Verify email
  • Complete onboarding (name, avatar, workspace)

2) Confirm role privileges​

Before building, verify you can:

  • create agents,
  • attach tools,
  • access Drive,
  • deploy.

Phase 2 — Build​

3) Create your first Agent​

  • Click + New Agent
  • Start from template or blank
  • Use clear business name

Create your first agent

4) Open Composer and define Subagents​

  • Create focused Subagents (e.g., support, scheduling, billing)
  • Keep each Subagent’s scope narrow

Composer layout

5) Add Drive context​

  • Create Drive folders by domain
  • Upload docs/links/integrations
  • Attach folder(s) to the right Subagent

Create Drive folder

6) Add tools​

  • Configure tools per Subagent
  • Add only what each Subagent needs
  • Complete API keys/webhooks/fields

Tools catalog

Phase 3 — Validate​

7) Test in Preview​

Test both:

  • Full Agent routing
  • Single Subagent behavior

Use representative user prompts (happy path + edge cases).

Preview testing panel

8) Validate fallback behavior​

Check:

  • escalation path,
  • error messaging,
  • missing-data handling,
  • guardrail compliance.

9) Save a named version​

Use a traceable name:

  • v1.0.0-support-core
  • v1.0.1-hotfix-routing

Phase 4 — Launch​

10) Deploy​

  • Click Deployer
  • Deploy saved version
  • Optionally assign voice/phone configuration

Deploy version menu

11) Share safely​

  • Set access level intentionally
  • Share link/embed only after validation

Share and access level options

Phase 5 — Operate and improve​

12) Monitor first-week quality​

Track:

  • Threads quality
  • Feedback trends
  • Worklist failures
  • Artifact correctness

Then iterate and redeploy.

Go-live readiness checklist​

  • Subagent boundaries are clear
  • Tools configured and tested
  • Drive content attached and relevant
  • Guardrails reviewed
  • Escalation path validated
  • Version saved + deployed
  • Share settings verified

Common early mistakes​

  • Attaching too many tools to every Subagent
  • Using broad Drive folders for narrow workflows
  • Skipping preview tests before deploy
  • Deploying without version naming discipline