SupportBuild an Ask360 Piece
Create a draft Piece through Identity, Capabilities, Business data, Behavior, Safety, and model selection.
How this fits into Lead360Explore Ask360 Piece StudioUnderstand the commercial operating model behind versioned Ask360 roles.- 01
How Lead360 helps
- 02
Before you begin
- 03
Complete the workflow
- 04
Understand the key controls
How Lead360 helps
The Piece builder turns an internal business role into a governed draft. Its five setup steps keep identity, tools, reviewed knowledge, instructions, and safety boundaries separate, while model selection and validation prepare the revision for realistic Arena testing.
When to use this workflow
Use the builder to create a new Piece, start from a supported template, use Build with Ask360 to prepare a proposal, or revise an unpublished role for the current sub-account.
Before you begin
Start with the exact sub-account and the smallest set of permissions, records, and resources required for the task.
- Define one role, audience, owner, and measurable outcome.
- List approved capabilities, connectors, business resources, and reviewed memory.
- Document prohibited behavior, escalation, and publication approvers.
Complete the workflow
Follow the steps in order and stop when a required resource, permission, review, or approval is missing.
- Open Ask360 Piece Studio and create a Piece.
- Choose Build with Ask360, a supported template, file or folder input, or a blank start.
- Complete Identity, Capabilities, Business data, Behavior, and Safety in order.
- Choose the supported model settings for the role.
- Save the draft revision, validate it, and move into Arena testing.
Understand the key controls
Draft revisions
Builder changes create or update a draft revision. They do not silently replace an immutable published version.
Build with Ask360
The assisted path prepares a proposal that still requires review. It does not grant unavailable tools or publish on behalf of the administrator.
Resource separation
Capabilities allow operations, while business data and memory provide context. One does not substitute for the other.
Confirm the result
Do not rely on a success message alone. Confirm the saved state and any live effect in the product area that owns the final record.
- Review every builder step from the saved revision.
- Confirm selected resources belong to the intended sub-account.
- Run validation and resolve errors before Arena testing.
Troubleshooting
The builder cannot continue
Complete required identity, capability, resource, behavior, and safety fields and resolve any unavailable selection.
A template includes irrelevant behavior
Remove unneeded capabilities, resources, and instructions and test the smallest role instead of accepting the template unchanged.
Frequently asked questions
Does Build with Ask360 publish the Piece?
No. It prepares a draft proposal. The revision must be reviewed, validated, tested, certified where required, and published explicitly.
Can one Piece serve every business role?
A focused role is easier to authorize, test, and maintain. Create separate Pieces when audiences, tools, knowledge, or safety boundaries differ materially.
Continue with Lead360
Use this workflow in Lead360
Put this guide into practice with a 14-day free trial of Lead360 Pro early access, or continue learning through the related collection.