Agent Settings

Configure your AI agent's behavior and appearance

Agent Settings#

Customize how your AI agent behaves, responds, and appears to users.

Accessing Agent Settings#

1. Go to your agent dashboard
2. Click Settings in the sidebar
3. Navigate through the sections

Settings Overview#

General Settings#

Agent Name#

The name shown to users in chat. Keep it friendly and memorable.

Description#

Internal description for your team: what this agent is for, what channels it serves, any special notes.

Avatar#

Upload a profile picture (recommended 256x256, PNG/JPG/WebP, under 2MB).

AI Settings#

AI Model#

Choose which AI model powers your agent. Models are database-driven and may change over time:

Market / Region#

Optimizes AI responses, intent detection, and templates:

• Philippines (Filipino/Taglish)
• US (English)
• Global (Multilingual)

Timezone#

Used for scheduling, calendar bookings, and time displays. Defaults to Asia/Manila.

Currency#

Database-driven currency selection (PHP, USD, etc.) used for pricing displays, analytics, and CRM reporting.

Temperature (Response Creativity)#

Controls creativity vs consistency:

• Automatic Optimization (default): Creativity auto-adjusted by conversation type
• Custom: Manual slider from 0.0 to 0.7
  • 0.0-0.3: Consistent, factual
  • 0.4-0.6: Balanced
  • 0.7: Maximum creativity (capped)

Lower is better for customer support. Intent-based adjustments still apply even with custom settings.

Communication Style#

• Conversation Style: Tone, formality, personalization
• Language Style: Preset patterns, adaptation level
• Both can be detected automatically from training data

Customer Image Analysis#

Toggle to analyze customer-uploaded images (+1 credit per upload analyzed).

System Prompt#

The core instructions for your AI. Shapes personality, tone, topics, and edge case handling.

Assistant Team#

Create specialized AI personas for different scenarios:

Creating a Team Member#

1. Click Add Team Member
2. Set name and system prompt
3. Define routing rules (when to use this persona)
4. Save

Example Team#

Availability Settings#

Business Hours#

Set when AI should respond normally (e.g., Monday-Friday 9:00 AM - 6:00 PM).

After-Hours Behavior#

• Continue normally: AI responds as usual
• Modified response: Different greeting mentioning after-hours
• Collect info only: Take messages for follow-up

Holidays#

Set dates when special messaging applies with custom holiday messages.

Security Settings#

Domain Whitelist#

Restrict the web widget to your domains only.

Rate Limiting#

Prevent abuse with messages-per-minute and messages-per-day limits.

CAPTCHA#

Enable reCAPTCHA v3 for anonymous widget users.

Webhooks#

Send real-time notifications for events:

1. Click Add Webhook
2. Enter your endpoint URL
3. Select events to track
4. Copy signing secret
5. Save

Available Events#

• message.received
• message.sent
• conversation.started
• conversation.resolved
• lead.captured
• human_handoff.requested

See Webhooks Documentation for details.

CRM Settings#

CRM-specific settings are in the CRM > Settings page. See Contacts & CRM for details on:

• Business Profile: AI-detected business type template
• Playbook: AI-generated behavioral playbook from conversation analysis
• Lead Scoring: Signals, grades, and scoring weights
• Follow-ups: Automatic follow-up configuration
• Advanced: Lifecycle windows, status rules, automation

Saving Changes#

Settings take effect:

• Immediately: General, Security
• After training: System prompt changes
• On next message: Most AI settings

Always click Save Changes at the bottom of each settings page.

Best Practices#

1. Test after changes - Use Playground to verify
2. Start conservative - Lower temperature, shorter responses
3. Iterate gradually - Small changes, then test
4. Review regularly - Re-evaluate settings monthly

Related Pages#

• Understanding Agents
• Training Your Agent
• Testing Your Agent
• Contacts & CRM