Agent Settings

Configure your AI agent's behavior, personality, 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. This is not shown to end users.

Avatar#

Upload a profile picture for your agent. Recommended: 256x256 pixels, PNG/JPG/WebP format, under 2MB.

AI Settings#

AI Model#

Choose which AI model powers your agent. Models are organized by credit cost:

• Budget models (1 credit) -- Fast responses, good for simple queries
• Mid-tier models (5 credits) -- Balanced speed and quality
• Premium models (10-15 credits) -- High quality for complex conversations
• Top-tier models (25 credits) -- Best quality, slower response times

Available models and their credit costs are shown in the model selector in your dashboard. Models and pricing are updated periodically as new options become available.

Market / Region#

Optimizes AI responses, intent detection, and templates for your target audience:

• Philippines -- Filipino/Taglish language support
• US -- English language
• Global -- Multilingual support

Timezone#

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

Currency#

Used for pricing displays, analytics, and CRM reporting. Select your business currency (PHP, USD, etc.) from the dropdown.

Temperature (Response Creativity)#

Controls the balance between creativity and consistency in responses:

• Automatic Optimization (default): Creativity is auto-adjusted based on conversation type. For example, factual questions get lower creativity while open-ended conversations get more.
• Custom: Manual slider from 0.0 to 0.7
  • 0.0-0.3: Consistent, factual, predictable
  • 0.4-0.6: Balanced
  • 0.7: Maximum allowed creativity

Lower values are better for customer support and factual queries. The maximum is capped at 0.7 to maintain response quality. Intent-based adjustments still apply even with custom settings.

Communication Style#

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

Advanced controls are shown when you turn off "Use Instructions as main voice control". You can then fine-tune:

• Pacing -- Concise, Balanced, or Detailed reply structure
• Tone -- Casual, Balanced, or Professional warmth
• Helpfulness -- Direct/task-focused vs. adds next steps

Each setting shows whether it was auto-detected from your chats or manually overridden, with a button to reapply the learned value.

Customer Image Analysis#

Toggle this on to let the AI analyze images uploaded by customers during conversations. Each image analyzed costs 1 additional credit.

Order Handling#

Controls whether the agent builds structured order, quote, and payment summaries inside the conversation.

When Order Handling is enabled, you can also configure Payment & Deposit Rules:

• Payment requirement -- none, full payment, deposit, or quote (manual owner review)
• Deposit type -- percentage or fixed amount
• Deposit value -- the number applied to each order
• Minimum amount -- threshold before the deposit rule kicks in
• Completion behavior -- do nothing, notify owner, or notify and pause after an order completes
• Completion message -- custom text sent when an order is completed
• Quote review behavior -- proceed after the customer confirms, notify the owner, or notify and pause
• Quote review channel -- which Telegram team alert channel receives quote reviews

One simple rule is applied to every order. For exceptions by channel, product, amount, or customer type, describe them in your Instructions.

System Prompt#

The core instructions that shape your AI agent's personality, tone, knowledge boundaries, and edge case handling. Changes to the system prompt take effect after retraining.

Voice#

Realtime voice for the widget, dashboard help desk, and onboarding is configured in its own page.

See Voice settings for the full guide.

Business Vocabulary#

Teach your agent which words mean the same thing (e.g. "self shoot" = "self photoshoot") so learned Q&A and knowledge lookups stay consistent.

See Business Vocabulary for the full guide.

Assistant Team#

Let trusted teammates work with your AI Assistant (your owner co-pilot) from their own Messenger or Instagram, so they can get updates and issue commands without logging into the dashboard.

Adding a Teammate#

1. Click Add Team Member.
2. Set their role (for example, Owner, Admin, or Team Member).
3. Share the verification code so they can link their Messenger or Instagram account.
4. Save.

Once linked, the teammate can chat with the AI Assistant from their messaging app, within the permissions their role allows. This is different from project Members, which controls who can access the dashboard itself.

Availability Settings#

Business Hours#

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

After-Hours Behavior#

Choose what happens outside business hours:

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

Holidays#

Set specific dates when special messaging applies, with custom holiday messages.

Security Settings#

Domain Whitelist#

Restrict the web chat widget to only load on your approved domains. Requests from other domains are blocked.

Rate Limiting#

Prevent abuse by setting per-user limits on messages per minute and messages per day.

CAPTCHA#

Enable reCAPTCHA v3 for anonymous widget users to block automated abuse.

Webhooks#

Configure real-time notifications for agent events:

1. Click Add Webhook
2. Enter your HTTPS endpoint URL
3. Select the events to subscribe to
4. Copy and securely store the signing secret
5. Save

Available Events#

• leads.submit -- Customer submits lead/contact details
• message.sent -- AI sends a message
• tool.executed -- AI action completes successfully
• booking.created / booking.cancelled / booking.rescheduled -- Appointment changes
• order.confirmed -- Customer confirms an order
• custom_form.submitted -- A custom form is submitted
• payment.proof_received / payment.verification_pending / payment.verified / payment.rejected -- Payment lifecycle

See Webhook Events for the full list and payloads, and the Webhooks documentation for setup details.

Business Profile and CRM#

CRM configuration is available in Settings > AI. See Contacts and CRM for details on:

• Business Profile: AI-detected business type with templates and characteristics
• Lead Scoring: Signals, grades, and scoring weights
• Follow-ups: Automatic follow-up configuration
• Contacts: Auto-classified contacts with sentiment and journey stages

When Settings Take Effect#

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

Best Practices#

1. Test after changes -- Use the Playground to verify your agent behaves as expected
2. Start conservative -- Begin with lower temperature and shorter responses, then adjust
3. Iterate gradually -- Make small changes and test before making more
4. Review regularly -- Re-evaluate settings monthly as your business needs evolve

Related Pages#

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