Recommended order
1
Add people
Bring your team onto the roster first. Nobody can sign in to Sidekick until they’re added as a person.
2
Set access
Turn on single sign-on so people authenticate with your identity provider, and turn on directory sync so login access follows who’s actually on the roster.
3
Approve models, connectors, and skills
Decide what agents are allowed to run before you open Sidekick up. This bounds what a thread can do from day one, instead of you reacting to it later.
4
Set budgets
Put spend limits in place across people and projects before usage ramps up, so cost stays bounded as more people start running work.
5
Brand it
Apply your company’s logo, colors, and fonts so Sidekick reads as an internal tool rather than a third-party app.
6
Connect a chat surface
Connect the chat platform your company already uses so people can reach Sidekick from where they work, not just from a dedicated app.
7
Monitor with approvals and audit
Once people are working in Sidekick, use approvals and the audit record to see what’s running and confirm it’s staying inside the rules you set.
This order isn’t enforced. You can, for example, brand Sidekick before you set budgets. But governing models, connectors, and skills before people have broad access avoids opening the door wider than you meant to.
Set up each step
Roll out and access
People
Add people to Sidekick, enable or disable their access, and manage activation.
SSO
Connect Sidekick to your identity provider so people sign in with company credentials.
Directory sync
Keep Sidekick login access in sync with your identity provider automatically.
Govern what agents can do
Govern models
Set which models are available and how they’re used.
Govern tools and connectors
Control which tools and connectors agents are allowed to use.
Govern skills
Approve and manage the skills available across your workspace.
Budgets
Set spend limits and track usage across people and projects.
Brand it and connect a chat surface
Branding
Apply your company’s logo, colors, and fonts to Sidekick.
Slack
Connect Sidekick to your company’s Slack workspace.
Monitor
Approvals
Configure which actions require approval before they run.
Audit
Review a record of the actions people and agents have taken.