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After the import

At a glance​

Importing a bundle creates your data model, your workflows, and your agents. A few steps remain to make everything fully operational: configure your data sources, activate schedules, and customize to fit your needs.

Step 1: Verify your ontology​

After the import, your entities and relations are visible on the Modeler canvas.

  1. Open the Modeler (Ontology page)
  2. Check the created entities: names, properties, colors
  3. Positions are automatic — reorganize the canvas as you see fit
  4. You can:
    • Rename an entity by double-clicking on it
    • Add properties from the details panel
    • Create new entities manually to complete the model
    • Delete entities you don't need

Everything is customizable
The bundle is a starting point. You are free to modify, delete, or add entities and relations at any time.

Step 2: Configure the connectors​

Bundles often include pre-configured connectors but the credentials need to be provided.

  1. Open LiveData (side menu)
  2. The bundle's connectors appear with the status To configure
  3. For each connector:
    • Click on it to open the configuration
    • Provide the credentials (API key, OAuth, etc.)
    • Test the connection
    • Launch an initial synchronization
warning

Connectors marked Required in the bundle are necessary for the proper functioning of the associated workflows. Configure them first.

Step 3: Activate the workflows​

Imported workflows are created but their schedules are inactive by default. You need to activate them manually.

  1. Open the Workflow Builder (side menu)
  2. Find the imported workflows (they carry the name defined in the bundle)
  3. For each workflow:
    • Test with the play button (synchronous test execution)
    • Verify that the results are correct
    • Activate the schedule if the workflow has a schedule (cron)

Why are schedules inactive?
To prevent automatic executions before your data sources are configured. Activate the schedules once your connectors are operational.

What to do if a workflow fails?​

  • Check that the associated connectors are configured and active
  • Check that the referenced entities exist in your ontology
  • Review the execution logs in the Workflow Builder debug panel
  • If the problem persists, consult the troubleshooting guide

Step 4: Test the agents​

Imported agents are pre-configured with the context of your ontology and the right tools.

  1. Open the Agent Studio (side menu)
  2. Select an imported agent
  3. Test it with a simple question related to your domain
  4. Customize if needed:
    • System prompt: adjust the behavior and tone
    • Tools: enable or disable tools according to your needs
    • Ontology bindings: verify that the agent has access to the right entities
tip

Advanced bundles include suggested questions for each agent. Try them to quickly see what the agent can do.

Step 5: Explore the dashboard​

If the bundle includes a dashboard, it is automatically created with pre-configured widgets.

  1. Open the Dashboard (side menu)
  2. The bundle's dashboard appears with:
    • KPI cards: key indicators (if the bundle contains them)
    • Ontology view: interactive graph of your entities
    • Agent panel: conversation interface with an agent
  3. KPIs are automatically populated once your data is ingested via the connectors

Post-import checklist​

Use this checklist to make sure everything is in place:

StepActionStatus
1Verify entities on the Modeler☐
2Configure the required connectors in LiveData☐
3Test workflows one by one☐
4Activate workflow schedules☐
5Test agents with simple questions☐
6Check the dashboard and KPIs☐
7Customize to fit your needs☐

Expected outcome​

Your workspace is fully operational: your entities are modeled, your data sources feed the system, your workflows automate processes, and your AI agents are ready to respond. All that's left is to invite your collaborators.

What's next?​

Need help?​

Write to us: Support and contact.