Strata Docs

Automating Delivery with Agents

  1. Edit the service you want to automate

    Open the service from your Services list and click Edit. This brings up the full service configuration where you can modify delivery settings.

  2. Go to Agent Delivery tab and select AgentDefinition

    Switch to the Agent Delivery tab within the service editor. Use the dropdown to select the AgentDefinition you created earlier. Only saved, valid AgentDefinitions appear in the list.

  3. Review intake form fields

    Inspect every field on the intake form for this service. Each field name and value becomes part of the context object passed to your agent. Rename or add fields now if they do not match what your agent expects.

  4. Enable test mode and submit a test order

    Toggle Test Mode on in the service settings, then place a test order through the client portal. Test mode lets you validate the full agent pipeline without charging a real client or triggering live deliverables.

  5. Verify the full delivery pipeline

    Confirm that: an agent job is created and triggers automatically; the delivery panel in the order view streams live output from the agent; the job reaches a completed status; and an invoice is generated for the order. All four signals must be present before proceeding.

  6. Disable test mode and go live

    Turn Test Mode off in the service settings and save. The service is now live — new orders will automatically trigger your agent and stream delivery output to the client portal.