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. |
| Organizations | The Organizations page (your organizations, their agents and each one's management menu), 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 the Organizations page, select the organization, and click Manage (gear icon) on the agent's card. See Organizations and 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.