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Create a cloud agent

Atlas Verified help: AG-002

Summary

Use Create a cloud agent when you need to complete this workflow in Atlas Verified and understand what the app changes afterward. The feature starts from Intelligence → Cloud Agents, then usually updates a record, sends a request, creates a file, or opens a detail panel that becomes the source of truth for the next step.

Before you begin

  • Your plan must include this feature. If an upgrade overlay appears, see Understanding paywalls (BC-011).

Steps

  1. Sign in and open the dashboard.

  2. Go to Intelligence → Cloud Agents.

  3. Use the primary Create, Edit, Upload, Send, or Save control for this workflow, depending on the screen you opened.

  4. Enter the required fields for Create a cloud agent, review any linked shipment, supplier, document, or billing context, and save the change.

  5. Confirm the updated row, status badge, email, file, or detail panel reflects the action you just completed.

Expected result

The app shows the expected record, email, file, status badge, or detail panel for Create a cloud agent, and you know where to continue the workflow.

Tips

  • Use the same navigation path each time: Intelligence → Cloud Agents.

Common issues

  • Upgrade overlay — See BC-011 and your billing tab (BC-003).

  • Wrong organization — Switch in the header (AT-008).

  • Persistent errors — See Troubleshooting (TS-012) or category TS articles.

Related articles

  • AG-001

  • AG-003

  • AG-004

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