Settings

The Settings page allows you to configure your AI Agent’s behavior, name, and operational modes. Settings are saved automatically and applied immediately.

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Agent Information

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Agent Name

Edit your agent name

• Click the agent name to edit it inline
• Changes are saved automatically
• The name appears in the agent dashboard and can be used for identification

Last Updated

• Shows when the agent was last modified
• Updates automatically when you make changes to any setting

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AI Mode

Control how your agent handles incoming conversations.

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Mode Options

AI Enabled (Default)

• Agent automatically responds to customer queries using AI
• Uses training data to provide relevant answers
• Responds in real-time without human intervention
• Best for: High-volume customer support, FAQ handling, 24/7 availability

Manual Mode

• Disables automatic AI responses
• All conversations require human agent assignment
• Useful for: Sensitive inquiries, complex cases, testing, or when AI needs supervision

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How to Toggle Mode

1. Navigate to Settings
2. Find the AI Mode toggle
3. Switch between Enabled and Disabled
4. Changes apply immediately to new conversations

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Off-Topic Guardrails

Control whether your AI Agent should stay focused on topics related to your business or answer any question.

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Guardrail Options

Stay On Topic (Recommended)

• Agent only answers questions related to your training data
• Politely declines off-topic queries
• Keeps conversations focused on your business
• Best for: Customer support, product inquiries, business FAQs

Open

• Agent attempts to answer any question
• Uses general knowledge beyond training data
• More flexible but may stray from business topics
• Best for: General assistants, flexible chatbots, exploratory use cases

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How to Configure

1. Navigate to Settings
2. Find the Off-Topic Guardrails toggle
3. Switch between Stay On Topic and Open
4. Changes apply immediately

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Quick Actions

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Train Agent

• What it does: Opens the Training overview page where you can add or manage training data
• When to use: After gathering new content, creating FAQs, or when you want to update your agent’s knowledge
• Click: “Train Agent” button redirects to Sources section

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Delete Agent

What gets deleted:

• Agent configuration and settings
• All training data (files, text content, Q&A pairs, website sources)
• All conversations and message history
• Deployment configurations
• Analytics data

Before deleting:

1. Ensure you have backups of any important data
2. Remove the agent from your website if deployed
3. Notify team members if the agent is shared

To delete an agent:

1. Scroll to the bottom of Settings
2. Click Delete Agent
3. Confirm deletion in the dialog
4. Agent is permanently removed

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Real-Time Updates

Settings changes are applied immediately without page refresh. The system uses WebSocket connections to sync updates across:

• Multiple browser tabs
• Team member sessions
• Agent dashboard views

When a setting changes, all connected sessions receive the update automatically.

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Settings Summary

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Best Practices

Agent Name

• Use descriptive names like “Customer Support Bot” or “Product Expert”
• Include purpose or department if you have multiple agents
• Keep names concise and clear

AI Mode

• Start with AI Enabled for most use cases
• Use Manual Mode temporarily during training or testing
• Monitor conversations to ensure AI quality before full automation

Off-Topic Guardrails

• Keep “Stay On Topic” enabled for customer-facing agents
• Use “Open” only for internal tools or exploratory purposes
• Review conversation logs to see if guardrails are working effectively

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What’s Next?