1. Configure the Ascendix Conversational Agent Settings
Controls runtime behavior including how many records a single request can create or update.

Setup → Custom Settings → AI Agent Settings → Manage → New (Default Organization Level Value)

• Max Create/Update Records = value

2. Assign Permission Sets
Two permission sets ship with the product:

3. Schedule Background Jobs
Two scheduled jobs must be running for the full feature set.

Run the code below in the Anonymous Window in the Developer Console

Memory Decay Scheduler — runs daily at 03:00:

System.schedule(
  'AgentMemoryDecay',

  '0 0 3 * * ?',

  new AgentMemoryDecayScheduler()

);

Verify via Setup → Scheduled Jobs. Both entries should appear with valid next-run timestamps.

4. Add the Chat UI to Lightning Pages

1. Open Setup → Lightning App Builder
2. Edit the target page (App, Home or Record page)
3. Drag the agentChat custom component onto the canvas
4. Save and activate the page for the appropriate app or profile

5. Verify the Installation
Metadata sanity checks — run via Query Editor in the Developer Console:

SELECT COUNT() FROM AgentPrompt__mdt WHERE IsActive__c = TRUE
// Expected: > 0

SELECT COUNT() FROM Memory__c WHERE Is_Global__c = TRUE

// Expected: > 0

Scheduled jobs — confirm both AgentPlanScheduler and AgentMemoryDecay are listed in Setup → Scheduled Jobs.

Smoke test:

1. Log in as a user assigned to AscendixRE AI Agent User
2. Open the page where agentChat is embedded
3. Send: Show my 5 most recently created Accounts
4. Confirm results render in the search result list
5. Send: Remember that I prefer X
6. Confirm thumbs-up/down controls work and that an Agent Action Log record is created

6. Uninstall / Rollback

1. Delete both scheduled jobs: Setup → Scheduled Jobs → Del for AgentPlanScheduler and AgentMemoryDecay
2. Purge data objects: Memory__c, MemorySignal__c, AgentSession__c, AgentChatMessage__c, AgentPlan__c, AgentPlanRun__c, AgentActionLog__c, LLM_Usage_Event__c