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. Use Agent Studio > Guidance for customer-facing response behavior.
3. Use Settings for general, voice, availability, security, connections, and webhooks.

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.

Guidance#

AI Model#

Choose which AI model powers your agent. Models are grouped by speed and quality (for example budget, mid-tier, and premium). Exact credit costs are shown in the model selector under Agent Studio → Guidance and may change 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.

Response Creativity#

Controls how free-form vs consistent replies feel:

• Automatic (default): AlonChat picks a sensible creativity level for the conversation.
• Custom: Set a fixed creativity level with the slider when you want more control.

For customer support and factual answers, start with Automatic or a lower custom setting.

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.

Guidance Instructions#

The core instructions that shape your AI agent's personality, tone, knowledge boundaries, and edge case handling. Changes to guidance 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#

Webhook settings are available on Business and Enterprise plans. Active trials can test gated features during the trial, subject to trial limits.

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 Agent Studio > Guidance. See 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
• CRM: 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 Agent Studio > Test to verify your agent behaves as expected
2. Start conservative -- Begin with Automatic creativity and concise guidance, 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
• CRM