Overview
Help is a quick reference for every screen in the CMS dashboard, organized exactly like the dashboard's own menus. Where the other doc sections walk you through a task step by step, Help is the place you come back to for a fast lookup: "what does this field do?"
Each page is a compact table of fields and controls, grouped by the sections of its screen, not a tutorial. If you're setting something up for the first time, the step-by-step guides under Configuring Your Agent are usually a better starting point. Every Help page ends with a link to its matching guide.
Agent sidebar
These groups follow the agent sidebar in the CMS, top to bottom:
| Group | What it covers |
|---|---|
| Home | Dashboard and Setup. |
| Persona | The agent's identity: Profile, Behavior, Appearance, About. |
| Conversation | How the agent talks: Introduction, Chat, Voice, Escalation, Personalization, Model & Context. |
| Knowledge | The agent's knowledge base: Retrieval, Documents, Videos, Websites, Chunks, Citations. |
| Skills | How the agent goes about tasks: Skills and the Artifacts they read. |
| Tools | What the agent can call: Plugins, Custom API, MCP, Other Agents, Web Search, Web Scraping. |
| Channels | Where users reach the agent: Embed, WhatsApp, Instagram, Agent-to-Agent, Agent Keys. |
| Automations | Tasks the agent runs on its own schedule for its users: Monitor and Policy. |
| Simulation | Testing conversations: Scenarios, Results, Folders. |
| Analytics | How the published agent performs: Analysis (Conversation Analysis), Feedback, and Logs. |
| Users | Who uses or configures this agent: Participants, Members, Contributor, Permissions, Availability. |
Account menu
These screens aren't scoped to one agent. You open them from the account menu (your avatar at the top right of the CMS):
| Group | What it covers |
|---|---|
| My Credit | Credit balance, purchasing credits, auto top-up, subscription plans, payment method, transactions, and credit usage. |
| Organization | Organization list, users, invitations, agents and their management actions, budget groups, AI models, personalization limits, and privacy. |
Looking for Delete Agent or Admin Key? They are not in the agent sidebar. Open Organization, go to the Agents tab, and choose Manage on the agent. See Organization → Agents.
Where to start
Pick the group that matches what's on your screen right now, or start with Persona if you're browsing.