Guides
Expert guidance for deploying your new agentic workflows.
Start Here: Overview, Roles & Support Levels
What Pentaria agents are and how they work together, the current agent catalog, which AI platforms are supported, the roles in a deployment, five principles for a healthy deployment, how to check your agent's version, and a glossary of terms, including the terms used in your agreement with Pentaria.
Platform Setup & Plan Requirements
Which Claude plan to choose and when Enterprise is worth it, how data use differs by plan, the admin settings Pentaria agents need, the download formats, how to plan a pilot and rollout, which models to use, and a setup checklist. ChatGPT, Gemini and Microsoft 365 Copilot will be added as each version is released.
Security, Privacy & Who's Responsible for What
Who is responsible for what between your AI provider, Pentaria and your organization; how data flows (Pentaria agents send nothing to Pentaria); recommended security settings; what information to give agents; risks from documents you upload; reviewing agent output; protecting Pentaria Materials; and how to report a security concern.
Agent Lifecycle
How to install agents for your organization or for yourself, deploy them only to the people who need them, check you're on the current version, update and roll back, remove agents, handle people joining and leaving, and what to keep and delete when a subscription ends.