Enterprise search

What is the Agent Roles feature?

Agent Roles are predefined templates of settings that help you configure your agent based on its purpose. Instead of setting everything manually, selecting a role applies an optimized setup automatically with just one click.

👉 Learn more about What are Agent roles and how to use them

What is the Enterprise search role

The Enterprise search role optimizes your agent for internal Q&A across company docs and knowledge bases. It focuses on accurate retrieval and clear, shareable answers for teams.

What it does

When you assign this role, your agent will:

• Search across your internal knowledge base.
• Provide instant, accurate answers to team queries.
• Enable conversation sharing so answers can be shared internally.
• Disable user feedback prompts to keep the chat focused on quick information retrieval.

How to enable the Enterprise search role

For a new agent:

1. From your dashboard, click New Agent.

2. Select your data source (e.g., WordPress), add your site’s URL, and click Create Agent.

3. You’ll be prompted to select an Agent Role. Select Enterprise search role.

For an existing agent:

1. Open the agent you want to update and click Personalize.

2. In the Agent Role dropdown, select Enterprise search.

3. Click Save Settings to apply the role’s settings.

What settings does this role apply

• Disables User Feedback – see Manage user feedback

• Enables Conversation Sharing (Learn how to manage conversation sharing)

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Note:

You can modify any of these settings at any time after assigning the role.