Configuration

After installing the Smart Agents extension, complete the initial configuration using the Setup Wizard. This page covers each step of the wizard and additional configuration options.

Setup Wizard

The Setup Wizard launches automatically after installation. If it does not appear, search for "Smart Agents Setup" in the Business Central search bar.

The wizard guides you through four steps:

Step 1: API Connection

Connect the extension to the Smart Agents API.

1. API Base URL — Enter the API endpoint. For cloud customers, use:

   https://api.agent.net.ai/v1

2. API Key — Enter your API key from the Smart Agents Portal. Keys start with sa_live_ for production or sa_test_ for sandbox environments
3. Click Test Connection to verify the settings
4. If the test succeeds, proceed to the next step

If the connection test fails:

• Verify the API key is correct and has not been revoked
• Check that outbound HTTPS to api.agent.net.ai is allowed
• For on-premises, ensure the BC server can reach the API endpoint

Step 2: Credential Storage

Choose how to store the API key:

Option A: Business Central (Default)

The API key is stored encrypted in the Smart Agents Setup table within Business Central. This is the simplest option and is suitable for evaluation and small deployments.

Option B: Azure Key Vault (Recommended for Production)

Store the API key in Azure Key Vault for centralized credential management.

1. Create a Key Vault secret:

   • Secret name: SmartAgentsApiKey
   • Secret value: Your API key (e.g., sa_live_xxxxxxxxxxxxxxxxxxxx)

2. In the Setup Wizard, select Azure Key Vault and enter:

   • Key Vault URI: https://your-vault-name.vault.azure.net/
   • Secret Name: SmartAgentsApiKey

3. Grant access to the Business Central application:

   • In the Azure portal, navigate to your Key Vault
   • Under Access policies, add a new policy
   • Grant Get and List permissions for secrets
   • Select the Business Central service principal as the authorized application

For SaaS environments, Business Central has built-in Azure Key Vault integration. See the Microsoft documentation on configuring Key Vault for BC extensions.

Step 3: Organization Settings

Configure organization-wide defaults:

• Organization Name — Your company name as displayed in Smart Agents
• Default Model — The AI model tier used for new agents (Fast, Smart, Expert, or Premium)
• Default Data Retention — How long conversations are retained (30, 60, 90, 180, or 365 days)
• Telemetry — Enable or disable anonymized usage telemetry

Step 4: User Registration

Register Business Central users with Smart Agents:

1. The wizard displays a list of all BC users with email addresses
2. Select the users who should have access to Smart Agents
3. Set an initial credit allocation for each user (or accept the default)
4. Click Register to create Smart Agents accounts for the selected users

Users are matched by email address. Each registered user will receive an email confirmation.

After completing all four steps, click Finish to save the configuration.

Post-Setup Configuration

Permission Sets

Assign Smart Agents permission sets to users:

1. Navigate to Users in Business Central
2. Select a user
3. Under User Permission Sets, add one of:
   • SMART AGENTS USER — Standard chat and agent access
   • SMART AGENTS ADMIN — Full administrative access

Users need both Smart Agents registration (from Step 4) and the appropriate permission set to access the extension.

Data Access Policies

Configure which Business Central data agents can access:

1. Search for "Smart Agents Data Access" in the Business Central search bar
2. Click New to create a policy
3. Configure the policy:
   • Name — A descriptive name (e.g., "Finance Team Access")
   • Tables — Select which BC tables the policy grants or restricts
   • Fields — Optionally exclude sensitive fields (e.g., cost prices)
   • Mode — Choose Allow (whitelist) or Deny (blacklist)
4. Assign the policy to users or user groups

Model Configuration

Configure AI model settings:

1. Search for "Smart Agents Model Configuration"
2. Set defaults:
   • Default Model — Applied when no agent-specific override exists
   • Maximum Model — The highest tier any user can select
3. Optionally create per-agent model overrides
4. Configure model routing rules (see Administration for rule syntax)

Credit Limits

Set per-user credit limits:

1. Search for "Smart Agents User Management"
2. Select a user
3. Set the Monthly Credit Limit
4. Enable Credit Rollover if unused credits should carry to the next month
5. Set a Low Balance Alert threshold to notify the user when credits are running low

Notification Settings

Configure email notifications:

1. Search for "Smart Agents Notifications"
2. Configure which notifications are sent:
   • Low credit balance — Sent to administrators when the organization balance is low
   • User registration — Sent to new users when they are registered
   • Webhook failures — Sent to administrators when webhooks fail (when available)
3. Set the notification email addresses

Advanced Configuration

Multiple Environments

If you use multiple Business Central environments (e.g., production and sandbox):

• Use separate API keys for each environment
• Use sa_test_ keys for sandbox environments and sa_live_ keys for production
• Configure separate Azure Key Vault secrets for each environment if using Key Vault

Proxy Configuration

For on-premises environments that route traffic through a proxy server:

1. Search for "Smart Agents API Settings"
2. Under Advanced, configure:
   • Proxy URL — The proxy server address (e.g., http://proxy.yourcompany.com:8080)
   • Proxy Authentication — Enable if the proxy requires credentials

Custom Timeout Settings

Adjust API timeout settings for slow connections:

1. Search for "Smart Agents API Settings"
2. Under Advanced, configure:
   • Connection Timeout — Maximum time to establish a connection (default: 10 seconds)
   • Request Timeout — Maximum time to wait for a response (default: 60 seconds)

For complex queries over large datasets, increasing the request timeout may be necessary.

Resetting Configuration

To reset the Smart Agents configuration and re-run the Setup Wizard:

1. Search for "Smart Agents Setup"
2. Click Reset Configuration
3. Confirm the reset — this clears all settings but preserves user registrations and conversation history
4. The Setup Wizard launches again for reconfiguration