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Access agent settings

This guide explains how to use agent settings to customize your AI agent’s behavior, responses, and security features.

What is agent settings?

Agent Settings let you customize how your AI agent behaves, communicates, and appears to users. These settings give you full control over the AI experience, allowing you to adjust everything from the language and message flow to branding, feedback options, and security.

Select a agent you want to customize, and click the Personalize icon. Personalize includes five configuration tabs. Each tab lets you fine-tune a specific aspect of the agent’s behavior and functionality.

General tab

Manage the agent’s appearance and basic settings:

  • Set the Agent Name
  • Select Agent Role
  • Choose Agent Avatar
  • Choose Agent Color Scheme
  • Select Agent Style
  • Select Font Family
  • Select Background

Persona tab

Define the agent’s behavior and user guidance:

  • Write Setup Instructions for Your Agent

Conversation tab

Use this tab to control how your agent communicates with users:

  • Define Starter Questions
  • Set the Agent Language
  • Add a Placeholder Prompt
  • Customize the Loading Indicator
  • Add a Custom Message Ending
  • Edit the Error Message
  • Add Failed moderation message
  • Select Conversation Duration
  • Choose Markdown in Responses

Citations tab

Manage how sources are shown and cited in the agent’s responses:

  • Customize the I don’t know message
  • Enable Show Citations
  • Allow the agent to mention sources Should the agent mention source names?
  • Allow General knowledge base awareness
  • Enable Numeric Search

Intelligence tab

Control your agent’s data access and output quality:

  • Select the Agent’s Capability level
  • Choose Generate Responses From to define source data
  • Pick the AI Model
  • Select Logged-In User Awareness

Advanced tab

Enable or disable additional user experience and branding options:

  • Allow User Feedback
  • Enable Conversation Sharing
  • Enable Conversation Exporting
  • Add Branding
  • Set the Agent Title
  • Choose the Title Color
  • Add Title Avatar
  • Add Spotlight Avatar
  • Add a User Avatar
  • Select Avatar Orientation
  • Select In-Chat Avatars
  • Add Terms of Service
  • Set your Affiliate ID

Security tab

Configure protections and visibility controls:

  • Enable Anti-Hallucination
  • Set Agent Visibility
  • Select Private Agent Deployment
  • Turn on Re-Captcha
  • Add Whitelisted Domains
  • Choose Conversation Retention Period

Updated 7 days ago