Settings

Learn how to configure the Settings tab within the Agents workflow.

The Settings tab, allows you to add basic details about your Agent.

Agent name, handle and description

These fields are used for identification and display to help you and your users recognize the agent. Both handle and description can be visible to users of your application.

Purpose

The Purpose field outlines the main role or function of the Agent. This could range from customer support, providing information, facilitating transactions, to entertaining users.

Defining the purpose is critical because it guides the overall design of the Agent, including its interactions, responses, and the specific needs it addresses for its users.

Best Practices

• Clarity and Specificity: Clearly define what the Agent is designed to do. A specific purpose enables targeted interactions that meet user expectations.

• User-Centric: The purpose should focus on addressing the needs or solving the problems of its users. Understanding your target audience can help tailor the Agent’s purpose to their requirements.

• Feasibility: Ensure the purpose aligns with what is technologically possible and practical within your resources and constraints.

Examples

Customer Support Agent

Your role is to assist customers by providing quick and accurate answers to 
inquiries, resolving support issues, and offering information on products and 
services.

Policy Explanation Agent

Your role is to provide users with detailed, accurate information about policies, 
regulations, and compliance requirements relevant to their inquiries. 
You are tasked with guiding users through complex policy landscapes, 
offering clarifications, and assisting in understanding how policies apply to 
their specific situations. Additionally, you should help identify steps for 
compliance and direct users to additional resources or departments when more 
specialized assistance is needed.

Visibility

Toggling this button on will enable your end-users to see and interact with the agent created, in the front-end of the application. We recommend that all the agent configuration and testing be completed prior to enabling its access to end users.