How to Set Up iii Agent Hub
Getting a brand live on iii Agent Hub is a structured five-step process — from a qualification conversation through to a fully autonomous pipeline — designed so you expand capability at the pace you trust.
Step 1 — Talk With Us and Qualify
Setup starts with a conversation, not a checkout. Book a short qualification conversation with our AI voice agent at [cal.com/scott-fielder/platform-demo](https://cal.com/scott-fielder/platform-demo).
If your situation is a fit, you're booked into a live call where we show the system running and tailor scope and pricing to your portfolio.
Step 2 — Provision the Brand
- Mint a scoped brand key in the Hub UI at [hub.iii.partners](https://hub.iii.partners).
- Feed your site's repository the integration guide (available at the onboarding endpoint for AI coding agents).
- One key + one file wires:
- Unified tracking tag (pixel + analytics + voice + chat)
- Booking and qualification flow
- Blog infrastructure
- GEO page suite
- Unsubscribe page
Step 3 — Build the Knowledge Base
The knowledge base is what every agent operates from. A complete KB is the single most important setup task.
- Product overview and features
- Ideal Customer Profile (ICP)
- Pricing and packaging
- FAQ and objection handling
- Competitor landscape
- Internal process and policy
Generate it from your codebase with an AI coding agent, auto-generate from your site, or enter it directly in the UI — then refine.
Step 4 — Set Targets and Turn On Capability Gradually
Use the Control Board presets to expand autonomy at the pace you trust:
| Preset | What the agents do | |---|---| | All Off | No autonomous action | | Research Only | Prospecting and scoring, no outreach | | Draft Mode | Drafts created for human review | | Full Pipeline | End-to-end autonomous GTM within set bounds |
Humans can lock any lever at any time. Agents structurally cannot overwrite a locked setting.
Step 5 — Operate by Direction
- Review the daily scorecard from Quinn.
- Inspect the decision ledger — every action is logged and auditable.
- Steer by setting targets and adjusting bounds. The agents run the function; you direct it.
FAQ
- How long does it take to go live?
- A brand can be wired quickly once provisioned — one key and one file handles the technical setup. The work that matters most is building a complete knowledge base, which is what makes every agent sharp.
- Can I keep agents in draft mode indefinitely?
- Yes. Draft Mode is a stable operating state. Many operators run in Draft Mode for a period to review outputs before enabling Full Pipeline.
- Where is the integration guide for AI coding agents?
- It's available at: https://iii-agent-hub.scott-4bd.workers.dev/onboarding/llms.txt — feed this to your AI coding agent alongside the brand key to automate the provisioning step.