Help

Editing an Agent

The agent configuration screen opens when you click a row or the gear icon on the Configure Agents screen. Most fields are disabled for the Frontline agent. → Open Configure Agents


Agent Title

The display name for this agent in the admin console. This is for your reference only and does not affect the agent's behaviour.


Agent Status

Controls who can interact with this agent.

Status Description
Off The agent is disabled and will not be used.
Testing (Admin Chat) The agent is active in Admin Chat only. Use this to test behaviour before going live.
Live The agent is active for all users.

The recommended workflow is to set status to Testing first, verify behaviour in Admin Chat, then switch to Live. The Frontline agent is always live and its status cannot be changed.


Agent Role

A plain-language description of the types of questions this agent handles. The Frontline agent reads this description when deciding whether to delegate an incoming question to this specialist.

Write a clear, concise description of the agent's domain — for example: "Handles questions about pricing, billing, and payment options."


Initial Prompt

The system prompt file used as the starting point for this agent's conversations. Select from the dropdown, which lists all available agent prompt files.

Create and edit prompt files on the Edit Prompts screen.


Agent Prompts

The Agent Prompts section lets you attach one or more prompt files to this agent and configure which functions each prompt can call.

  • Click Add Prompt (dropdown) to attach an additional prompt file.
  • Expand a prompt card to see its available Functions — tick the ones this agent should be able to use (e.g. web search, product lookup).
  • Checked functions are sorted to the top of the list for convenience.
  • Click Edit on a prompt card to jump directly to the prompt editor.
  • Click Remove to detach the prompt from this agent (the prompt file itself is not deleted).

Search Settings

Title Boost

A score multiplier applied to search results where the query matches the page title. A value of 3 means title matches are ranked 3× higher than body matches. Leave at 1 for no boost.

Search URL Prefixes

Restrict this agent's search results to pages under specific URL prefixes. Only content from URLs starting with one of these prefixes will be returned to this agent.

  • Leave empty to allow the agent to search across all indexed content.
  • Add one prefix per line, e.g. https://www.example.com/products/.

← Back to Agents & Prompts overview

You have unsaved changes