Organization setup
Organization setup (/setup) holds what every application shares. Each application’s own process is on its own Setup page, opened from the list at the bottom of this page.
Goal
See at a glance what the organization has set up, change the business hours and the shared targets, and open each application’s setup.
Prerequisites
- To see the page, a role that shows you at least one application’s Configuration section. A tenant administrator sees every installed application.
- To change the business hours or the shared targets,
platform.servicedef.write. Without it the two sections show “Your tenant admin can change this.”
Steps
1. Read the connections
Each row names a setting, where it lives and its state: Set, Not set, Default (branding with no changes of your own) or Not known (its page could not be read, or your role may not read it).
| Row | Opens |
|---|---|
| Microsoft Entra ID | The Entra ID discovery source, which brings users, locations and departments. With no source yet, the form to create one |
| Entra group projections | Which Entra groups become teams and roles |
| Single sign-on | The SSO settings |
| Branding | Your company name and logo, in the portal and every email |
| Model connection | The model the assistant uses |
| Service portal | Where people ask for help |
Select Open to change a setting on its own page. Nothing on this page changes them.
Setup readiness findings
Some facts used to be checked only the first time something needed them, so a missing one failed silently, in the background, the first time a send or a call needed it. The platform now checks a short list of these facts up front and names any that are missing as a finding here, the same way the business hours section below names a missing business calendar:
- No address is known yet for this tenant, so a notification or an in-app link could not be built. On the shared platform this is set by your subdomain; on a dedicated stack it is your stack’s own declared address.
- No embedder is configured. Memory recall still works with keyword search; it will not use semantic search until a model connection is added.
- A connected system is turned on with no working credential, naming which one (for example, an Entra connection enabled with no credential bound to it, or one that does not resolve for this tenant).
- N of an application’s categories route to no team. Each names the application and how many of its categories have no default assignment group set. Fix this on that application’s own Setup page, under its Team stage, By category.
An operator checking whether the platform itself can serve traffic reads the same facts at /health/ready: the response is degraded (not an outage) while any of the platform-wide facts above is missing, alongside the database and cache checks that do mean an outage. /health is the process and version check, and /health/mcp is the MCP check.
2. Set the business hours
Change the timezone, the start and end time and the workdays, then select Save. Targets that count business hours only count within them. Hours that differ by day cannot be changed here; the section says so.
If a target counts business hours but no business calendar is linked, the page shows one finding: “No business calendar is linked: SLA targets run on the clock”. Link a calendar to count working hours only. Until then each record’s SLA also says “On the clock”; no note is written on the records themselves.
3. Set the shared targets
Change the response and resolution time of each priority, then select Save. An application uses these for every priority it has no target of its own for. To give an application its own targets, open its Setup page and use its Targets stage.
4. Open an application
The last section lists the installed applications with how many of their stages are set, for example “5 of 7 set”. Select Open to go to that application’s Setup page. An application whose installed version has no Setup page yet reads “Update the application to set it up here”.
Verification
You know it worked when the section shows your change after a reload, and a new record of an application without its own targets is due at the shared target of its priority.
Troubleshooting
| Symptom | Cause | Fix |
|---|---|---|
| A row reads Not known | The page could not be read, or your role may not read it | Open it, or ask a tenant administrator |
| ”The applications could not be read.” | The list of installed applications failed to load | Reload the page |
| The business hours cannot be saved | The saved hours differ by day | Change them in the business calendar |