01
Introduction
What Smart Agents is, who it's for, and how it works inside Business Central. Start here if you're new.
- Product overview
- Key business scenarios
- Supported roles
- How it works (6-step flow)
Documentation & Support
Everything You Need to Master Smart Agents
From first install to advanced configuration — find guides, manuals, and answers. And when you need a hand, our configuration support agent is right inside Business Central.
I'm a Business User
Learn how to chat with agents, confirm actions, and understand responses.
Start with User Guide →I'm an Admin
Set up your tenant, manage agents, configure tools, and monitor usage.
Start with Getting Started →User Manuals
The Complete Smart Agents Library
Professionally written, marketing-reviewed guides covering every aspect of Smart Agents — from your first chat to enterprise-grade operations.
02
Core Concepts
The vocabulary of Smart Agents — 15+ key terms explained so your whole team speaks the same language.
- Agents & templates
- Autonomy levels
- Credits & tokens
- Publishing channels
03
Getting Started
From install to your first health check. A step-by-step setup guide with a 12-point checklist to get your environment ready.
- Prerequisites & permissions
- Deployment modes
- 12-step setup checklist
- Health check verification
04
User Guide
Your daily companion. Learn to chat with agents, confirm write actions, upload files, and understand what costs what.
- Starting a chat
- Sending images & files
- Confirming write actions
- Understanding credits
05
Agent Management
Create, configure, and activate agents — from templates or from scratch. The complete lifecycle guide for BC admins.
- 32 templates
- Model tiers & instructions
- Knowledge files & tools
- Publishing channels
06
Tooling & Data Access
How agents access Business Central data safely. Tool types, callback patterns, field defaults, and audit logging.
- BC vs backend tools
- 6-step callback pattern
- Tool field defaults
- Tool-call audit logging
07
Administration & Operations
Monitor usage, run diagnostics, manage credits, and follow operator checklists for day-to-day management.
- Setup page (15 actions)
- Credit management
- 3 operator checklists
- Circuit breaker & retry
08
Security & Data Handling
Authentication, tenant isolation, data boundaries, and a 13-point post-deployment verification checklist.
- OAuth 2.0 / JWT
- 3 permission sets
- Data locality
- Safe prompting practices
09
Troubleshooting
Start with the symptom, get to the fix. 13 common issues mapped to causes, with escalation guidance.
- 4 baseline checks
- 13-symptom matrix
- Evidence capture guide
- Escalation criteria
10
FAQ
15 common questions from users and admins — answered in plain language. From "Do I need AI expertise?" to "How do credits work?"
- User questions
- Admin questions
- Data & security
- Credits & billing
11
Glossary
40+ terms defined — from "agent" to "tenant key." Your single reference for Smart Agents vocabulary.
- Smart Agents terms
- Business Central terms
- Backend & environment
- Security terms
Quick Answers
How fast can I get started?
Install from AppSource in about a minute. Choose a template and start chatting. Your tenant gets 1,000 free credits.
Do I need AI expertise?
No. Smart Agents is designed for business teams. You describe what you want in plain language — the agent handles the rest.
Where does my data go?
Business data stays in your Business Central tenant. Only redacted, minimized tool outputs are sent for AI processing. Every action is logged.
How much does it cost?
The app is free. You only pay for credits when agents act. 1 credit = €0.01. Creating a customer costs about 2–4 cents.
Can I get configuration help?
Yes — a dedicated configuration support agent lives inside the product. It walks you through setup, permissions, and troubleshooting in real time.
Does it work on-premises?
Yes. Smart Agents supports both SaaS and on-premises Business Central with the same features.
Still Need Help?
Our team is here. Use a form-based request or the built-in configuration support agent inside Business Central.