Deploy Your Agent

You've built and tested your agent. Now it's time to make it available to users.

If you haven't tested yet, do that first. The test window on the agent details page (covered in the previous step) lets you validate how the agent responds before it goes live. For the full testing walkthrough including parameter configuration and connection setup, see Testing Agents.

How to deploy

From the agent details page, click the Deploy dropdown in the top right. You'll see two options.

• Deploy using connection is the standard path. You review the parameter mapping, associate the necessary service connections (CRM, Desk, or any other service your agent's tools depend on), and deploy. If you haven't set up connections yet, you can do it from the agent details page under Manage Connections or ahead of time in Settings. See Setting up Connections for the full walkthrough.
• Deploy as a digital employee lets the agent operate as its own user within a Zoho product, with a name, email, and role you define. You authorize the agent's access, choose the right permissions based on what it needs to do, and the platform sets it up as an identity within that product. This option is being rolled out gradually and may not be available for all services yet.

For most first-time deployments, the connection-based path is the way to go. It's faster to set up and easier to adjust if you need to make changes later.

After deployment

Once live, the agent details page updates to reflect its deployment status. You can monitor performance through the Observability tab and manage versions under the Versions tab.

If you need to make changes, edit the configuration and redeploy. Each change creates a new version, so you can track what changed and roll back if needed.