Managing an agent
Open an agent and you’ll find the same areas the setup wizard walks through, plus several it doesn’t show. The familiar ones:- Basic information: the agent’s name, avatar, and personality.
- Goals: what the agent is for, such as capturing leads, booking meetings, answering FAQs, or customer support.
- Instructions: the rules the agent follows and the topics it avoids. This is the fuller version of the simple rules in the wizard.
- Knowledge: the datasets and knowledge sources the agent answers from.
- Conversation settings: the greeting, starter questions, and the chat button label.
- Look and feel: the avatar, colors, and where the chat sits on your page.
- Custom Skills: let the agent do more than chat, such as running specific actions or using connected tools.
- Memory: control what the agent remembers from past conversations.
- Message limits: cap how many messages the agent handles over a period.
- Availability: control when the agent is active.
- Lead scoring and questions: fine-tune how the agent qualifies and rates the leads it talks to.
These are the same agents your solutions use, so a change here changes your live assistant. Adjust one thing at a time, and use the preview to test before you launch.
Beyond the settings
Each agent also has a few operational views:- Conversations: the full history of chats the agent has had, more detail than the summary on the solution page.
- Flagged Messages: messages the agent marked for your attention, so you can review them and improve its answers.
- Analytics: reports on how that agent is performing.
- Memory: a look at what the agent has remembered.
- Launch: take the agent live or offline, the same launch you do from the solution.