Agentic Platform Beta — Happy Path Testing Guide
Complete this ~60-minute walkthrough to test the Beta experience and share practical feedback.
Thank you for joining the Blancco Agentic Platform Beta. This guide walks you through a short happy-path test of the core Beta capabilities in Production.
The Beta capabilities will be available in Production to managers in the organization with access, so you can evaluate the experience using realistic information from your own operating context.
Please read the T&Cs shared via Beta Invitation email.
What You’ll Test
Cowork: Ask product, licensing, or troubleshooting questions through the AI Assistant.
Blancco Skills: Create workflows from plain-language instructions. Blancco Skills will automatically create the workflow so you can review, validate, and use it with fewer manual steps.
Blancco Connections: Use MCP to query Blancco Management Portal reporting data for searches, summaries, comparisons, and audit evidence.
Estimated time: ~60 minutes. You can complete the steps in one session or return to them later.
Before You Start: Roles and Access
Only manager users have access to Cowork and Blancco Connections (MCP) by default. If you are not a manager, please reach out to your manager and ask them to provide you access to your Blancco Role.
See BMP user manual section 9.4 for how to manage roles.
How to Use the AI Assistant
Use the AI Assistant for Blancco product guidance, setup steps, erasure questions, licensing, APIs, integrations, troubleshooting support, and follow-up questions. The AI Assistant retains memory, so it can carry relevant context forward and make follow-up questions more connected and efficient. Report-specific questions are handled through Blancco Connections.
Prompting tips
Start with your goal: Tell the AI what you are trying to accomplish.
Add context: Include the product, workflow, device type, date range, site, or compliance need.
Use the right AI capability: Use Cowork for product guidance and contextual follow-up questions, Blancco Connections for reporting data questions, and Blancco Skills for workflow creation.