Publishing a Service with Agent Delivery

Setup Steps#

1. 1

   Create your service

   Go to Services → New Service. Enter a name and description, then choose a pricing model (Fixed or Custom). Save the draft — your service is not yet visible to clients.

2. 2

   Build and attach an intake form

   Open the Intake Forms tab and create a new form. Add the fields your agent needs (text, textarea, select, or date). Return to the service, open the Intake Form selector, and attach the form. Save.

3. 3

   Link an AgentDefinition

   In the service editor, open the Agent Delivery section and select an AgentDefinition from the dropdown. The agent will receive the submitted intake form data as its input context when an order is placed.

4. 4

   Enable Stripe test mode

   Go to Settings → Billing and toggle Stripe test mode on. This lets you place orders and trigger invoices using test card numbers without processing real charges.

5. 5

   Create a test order

   Open your portal URL in a private or incognito window. Browse to the service and place an order as a client. Fill in and submit the intake form to trigger the full flow.

6. 6

   Verify the end-to-end flow

   In your dashboard, confirm: (1) the intake form was submitted, (2) the agent job triggered and is running, (3) the Delivery panel shows real-time output, and (4) an invoice was created for the order.

7. 7

   Publish the service

   Once the test flow is confirmed, return to the service editor and toggle isPublished = true. The service is now live and clients can order immediately from your portal URL.

After publishing, share your portal URL with clients. They can browse your services and place orders immediately — no account creation required on their end. Each order triggers the attached agent automatically and generates an invoice upon completion.