Set up Agents (Admin)

15Five Agents are AI-powered capabilities built on 15Five's contextual understanding of your organization. By analyzing people data, performance trends, engagement signals, work execution insights, and company context, Agents transform information into meaningful actions, recommendations, and timely guidance.

Unlike generic AI tools that operate with limited context, 15Five Agents have access to a comprehensive view of your workforce and business environment. This enables them to identify what matters most, surface actionable insights, complete tasks, and proactively support managers and employees with relevant recommendations at the right time.

In this article, you'll learn how to set up an Agent by configuring its audience, schedule, and context settings. Once configured, the Agent will be enabled and ready to generate outputs for eligible users.

Before you begin

  • You must be a Company Admin or HR Admin.
  • At least one supported work system must be connected.
  • If you cannot connect integrations yourself, an IT Admin must be available to complete the connection.
  • AI-Assisted Reviews is available on the Total Platform and Perform & Goals plans. Before any manual review cycle can use it, two company-level settings must both be on: Feature Settings > 15Five AI > AI-Assisted Reviews and Agents Hub > Performance Reviews AI. See Set up AI-Assisted Reviews.

Note: To ensure the highest level of security, 15Five is continually investing in our overall information security program, resources, and expertise. To review 15Five's security documents, and how we handle your company data, see our Trust Website.

Steps

  1. Go to Agents Hub > Overview.
  2. Locate the agent you want to configure.
  3. Click Set Up.
  4. Enable the agent.
  5. Select the audience.
  6. Include or exclude specific groups as needed.
  7. Select a delivery cadence.
  8. Choose the delivery day and time.
  9. Select a start date.
  10. Click Save.
  11. Review the connected data sources.

Confirmation: The agent displays as enabled and shows its configured audience, schedule, and connected data sources.

Performance Reviews AI is the Agents Hub half of the AI-Assisted Reviews gate. Turning it on, together with the 15Five AI feature setting, makes AI-Assisted Reviews available to the company. It does not decide what an individual cycle does β€” each manual cycle still uses Enable 15Five AI, Disable 15Five AI, or the legacy experience, chosen during cycle setup.

If something goes wrong

ISSUE CHECK FIX
You cannot connect an integration. Verify that you have permission to connect work systems. Assign the integration to an IT Admin and wait for approval or completion.
An integration remains in Pending status. Verify whether the assigned IT Admin has reviewed the request. Use the Nudge option or contact the assigned IT Admin directly.
Focus Brief setup options are unavailable. Verify that at least one supported work system is connected. Complete a work system connection before configuring the agent.
Employees are not receiving Focus Briefs. Verify the audience settings, schedule, and available work data. Confirm employees are included in the selected audience and that sufficient data exists to generate a brief.
A review admin cannot select Enable 15Five AI on a manual review cycle. Verify that both Performance Reviews AI in Agents Hub and AI-Assisted Reviews in Feature Settings > 15Five AI are on. Turn on whichever setting is off, then set the cycle's review experience. See Configure the review experience for a cycle (Admin).

Not covered here

This article does not cover connecting individual integrations, configuring integration permissions, adding company context, See Connect work system integrations (Admin), Add and manage Company Context (Admin)

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