Skip to main content
After you create an agent, the Settings page is where you tune how it works. Select your agent from the dashboard and click Settings in the sidebar.
The agent Settings page showing its tabs

​
Settings tabs

Behavior

Model, language, system prompt, tone, escalation, and what the agent is allowed to do.

Goals & outcomes

Define what success looks like and the outcomes your agent records.

Business info

Your business name, website, industry, and notification email.

Chat interface

Customize the widget’s colors, icon, welcome message, and fonts.

Security

Set visibility and rate limits for your agent.
The Agent Config tab only appears for agents created from the Lead Qualifier or Booking Agent templates. It holds settings specific to those templates — see Template settings.

​
Saving changes

Changes aren’t applied until you save. When you edit a setting, a Save bar appears at the bottom of the page. Save your changes before leaving the tab.
To preview changes against the live agent without affecting it, use the Playground — it lets you test edits in a draft before publishing.

Start with Behavior

Set the model, tone, and guardrails for your agent.