Configuration Options
Detailed guide to all agent configuration options.
Page Structure
The agent edit page has three tabs:
| Tab | Purpose |
|---|---|
| Configuration | Core settings (status, name, persona, LLM, messages) |
| Knowledge Access | Control which documents the agent can use |
| Integrations | Connect to external channels (Telegram, Discord, etc.) |
Configuration Tab
Status
Control your agent’s availability:
| Status | Playground | Integrations | Notes |
|---|---|---|---|
| Testing | ✅ Enabled | ❌ Disabled | Default for new agents. Test before going live. |
| Active | ✅ Enabled | ✅ Enabled | Ready for production use. |
| Inactive | ❌ Disabled | ❌ Disabled | Temporarily disabled. |
| Archived | ❌ Disabled | ❌ Disabled | Hidden from main list. |
If your agent has connected integrations and you change from Active to another status, you’ll see a confirmation dialog warning that the agent will stop responding on connected channels.
Basic Settings
- Name — Identifies the agent in your dashboard
- Description — Internal notes about the agent’s purpose
LLM Configuration
Control the AI model powering your agent.
Default Mode (Advanced toggle off):
- Uses your organization’s tier defaults
- Displays an info box explaining tier defaults are in use
- Recommended for most use cases
Advanced Mode (Advanced toggle on):
| Setting | Description |
|---|---|
| Model | Select from available AI models based on your plan |
| Temperature | Controls response creativity (0.0-2.0) |
Temperature Guide
| Value | Behavior |
|---|---|
| 0.0 - 0.3 | Focused, deterministic responses |
| 0.4 - 0.7 | Balanced creativity and consistency |
| 0.8 - 2.0 | More creative, varied responses |
Recommendation: Start with 0.3-0.5 for factual Q&A based on documents.
Show Document References
This toggle (always visible regardless of Advanced mode) controls whether the agent includes source citations in responses:
- Off (default) — Responses don’t mention source documents
- On — Responses include references to source documents
Enable document references for use cases requiring transparency, such as legal, compliance, or internal content where users need to verify sources.
Language Support
Your agent automatically detects the language of each user message and responds in kind — no manual configuration needed. 176 languages are supported out of the box, including Arabic, French, German, Spanish, Turkish, Chinese, Japanese, and more.
Agent Persona
The instructions that control agent behavior. See Agent Personas for best practices.
Actions available:
- Generate — Opens the Agent Persona Builder
- Edit — Opens a slide-out panel to write or modify the persona directly
Click on the persona text area to open the edit panel.
Platform Rules Box: Click to view the platform reliability rules that are automatically applied to all agents:
- No fabrication — won’t invent facts
- Acknowledges gaps — says “I don’t know” when appropriate
- Resists speculation — won’t guess at missing information
- No professional impersonation — won’t act as lawyers, doctors, etc.
- Corrects false premises — points out incorrect assumptions
- Blocks harmful content — refuses inappropriate requests
Platform rules ensure all agents behave reliably and safely. They cannot be disabled or modified.
Knowledge Access Tab
Control which documents your agent can access when responding to queries.
Access Modes
| Mode | Behavior | When to Use |
|---|---|---|
| Exclude Mode | Agent accesses ALL documents EXCEPT those selected | Hide sensitive documents while allowing access to everything else |
| Include Mode | Agent accesses ONLY selected items | Restrict agent to a specific set of documents |
Selection Options
Fine-tune access using multiple selection types:
- Folders — Select entire folders and all documents within them
- Tags — Filter documents by their assigned tags
- Individual Documents — Include or exclude specific documents within selected folders
Access Preview
The preview panel shows the effective document access based on your current selections. Use this to verify your configuration before saving.
Start with Exclude Mode if you want broad access with specific restrictions. Use Include Mode when you need tight control over exactly which documents the agent can reference.
Integrations Tab
Connect your agent to communication channels.
This tab shows available integration options for your agent. You can connect channels like:
- Telegram
- Discord
- Slack
- Meta (Facebook Messenger)
- And more (based on your plan)
See the Integrations documentation for detailed setup guides for each channel.
Human Handoff
Enable live chat handoff so your AI agent can transfer conversations to a real human when users request it.
How to enable:
- In the Configuration tab, scroll to the Human Handoff section
- Toggle Enable Human Handoff on
- Configure the messages:
- Handoff Message — Shown to the user when the transfer starts
- Accept Message — Auto-sent when a human agent accepts the conversation
- Resolve Message — Shown when the human agent ends the conversation
- Max Wait Time — Auto-expire if no agent accepts (5, 15, 30, 60, or 120 minutes; default: 30 minutes)
- Click Save Changes
When a user asks to speak with a human, the AI creates a handoff request visible on the Inbox page. A team member accepts, chats with the user on their channel, and resolves when done.
Human Handoff is available on all plans. Enable it per agent in the Configuration tab.
Testing Your Agent
Before saving changes, you can test your agent:
- Click the Test Agent button at the bottom of the form
- The Playground panel slides open
- Have a test conversation with your agent
- Close the Playground when done
The Test Agent button is disabled when the agent status is Archived or Inactive. Change the status to Active or Testing to enable testing.
Saving Changes
| Button | Action |
|---|---|
| Save Changes | Save all modifications |
| Test Agent | Open the Playground to test |
To discard changes, navigate away using the back button or sidebar navigation.
What gets saved:
- Only changed fields are updated
- You’ll see “No changes to save” if nothing was modified
- Success or error messages appear after save
Partial Save Handling: If some changes save but others fail, you’ll be notified which sections failed and the page will refresh to show the current state.
Changes to agent settings take effect immediately after saving. Test in the Playground after making changes.