How to configure the Agent workflow

Learn how to configure the Agent workflow.

To configure the Agent workflow go to Configure > Agents > General settings to set up the workflow.

Salutation

Configure an initial Salutation and message, this will only appear with the Agent selector screen (when more than one Agent is available to a user).

Agent Disclaimer

The Agent disclaimer allows you to configure a friendly message that appears at the bottom of the Agent interface to remind end-users they are engaging with an AI Agent.

Read How to add an Agent Disclaimer message.

Agent selector workflow card

Configure exactly how you want the Agent workflow card to appear to end-users by changing the Title, Description, Button, Colors, and Image. Note this only appears when more than 1 workflow is showing on a Navigation tab.

Global Agent Configuration

For configuration across all Agents, there are 3 options which can be toggled on or off:

• Hide Insights

• Automatically convert US to UK spelling

• Automatically obfuscated offensive words