Setup
The Setup screen is a quick workspace for the most common settings of your agent, with a live chat beside it so you can try every change straight away. Found in the agent sidebar under Home → Setup.
The screen has two panels: Configuration on the left and Chat on the right. On a narrow screen only one panel shows at a time; switch with the Configuration and Chat buttons at the top.
Depending on your workspace, Setup opens in one of two ways. Both have the same Configuration panel:
- As a full page, without the agent sidebar. It then has its own top bar and the chat panel has extra buttons (see below).
- Inside the normal CMS layout, with the agent sidebar on the left. The chat panel then has only the reload button.
Top Bar
Shown only when Setup opens as a full page.
| Home (house icon) | Goes to the Dashboard. |
| My Agents | Opens the list of your agents. |
| New Agent | Starts creating a new agent. |
| User menu | Your account menu, with sign-out. |
Agent Card
| Agent type chip | The kind of agent chosen when it was created, for example Customer Support, Data Analytics or Custom Solution. The type decides the order of the feature cards below and the wording of their descriptions. |
| Avatar, name and mission | The agent's avatar, name and mission, as set under Persona. |
| Organization chip | The organization that owns the agent, when it belongs to one. |
| Edit (pencil icon) | Opens Edit Agent Information, with three tabs: Profile, Behavior and Introduction. They hold the same fields as Persona → Profile, Persona → Behavior and Conversation → Introduction. Click Save to apply; it is disabled while an image is still uploading. |
Recently Added Resources
| Recently Added Resources | Shown once the agent has knowledge resources. Click the header to expand or collapse the list. Each row shows the resource type and title, with an icon and label for its processing status (for example Active, Processing or Failed). |
| Resource title | Opens the processing log of that resource. |
Feature Cards
Each card has a title, a short description and an action label. Most cards open a dialog on top of Setup; two go to another page. The descriptions differ per agent type, the titles do not.
| Resources | Manage Resources. Opens Add Training Resources, where you add several documents and videos at once. See Knowledge → Documents. |
| Resources Permissions | Manage Permissions. Opens a dialog for the permission codes that restrict who may see sensitive resources. See Users → Permissions. |
| Custom API | Connect API. Opens a dialog to set up API integrations the agent can call. See Tools → Custom API. |
| Web Scraping | Configure Scraping. Goes to Tools → Web Scraping. Shown only for the Custom Solution agent type. |
| Chat Form | Manage Chat Form. Opens a dialog to add and configure chat forms, which turn data collection into a conversation. See Tools → Plugins. |
| WhatsApp Integration | Open WhatsApp Setup. Opens WhatsApp Integration Setup. A chip in the corner shows Configured or Not Set. See Channels → WhatsApp. |
| SQL Database Reader | Connect Database. Opens a dialog to add database connections the agent can query. See Tools → Plugins. |
| Create & Run Simulations | Start a Simulation. Goes to Simulation → Scenarios. |
| Other Agents | Manage Agents. Opens a dialog to connect other agents that this agent can delegate to. See Tools → Other Agents. |
| Agent Keys | Manage Keys. Opens a dialog to create keys that let other agents connect to this one. See Channels → Agent Keys. |
Chat Panel
The chat panel runs your agent so you can test it as you configure.
| Reload (circular arrow) | Restarts the chat in the panel with a new conversation. |
| Preview | Full page only. Opens the draft version of the agent (your latest saved changes) in a new browser tab. |
| Publish | Full page only, and only while the agent has unpublished changes. Publishes the draft so users get your latest changes. Shows Publishing... while it runs. |
| View | Full page only. Opens the published version of the agent in a new browser tab. |
| Share | Full page only. Shares the agent's chat link, or copies it to the clipboard. |
Related guide: Setup and Publish