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Basic Settings

Overview

The basic settings form the foundation for every agent. Here you define what the agent is called, what it looks like, and who is allowed to use it.

Creating an Agent

Agents are created via the sidebar menu. After creating a new agent, you can set the basic information.

Basic Information

Name

The name identifies your agent and is displayed in the user interface. Choose a meaningful name that describes the agent's function.

Examples: - Customer Service Assistant - Product Advisor - Technical Support

Description

The description explains what the agent is used for. This information helps users understand which tasks the agent can support with.

The description should be brief and concise, for example: - "Answers questions about our products and services" - "Helps with technical problems with the software" - "Supports searching our documentation"

Image

An image or avatar makes the agent visually recognizable. You can:

  • Upload your own image
  • Choose an avatar from predefined options
  • Use a symbol or logo

The image is displayed in the chat interface next to the agent's responses.

Greeting Message

The greeting message is the first text users see when they start a chat with the agent.

A good greeting message: - Introduces the agent - Briefly explains what it can help with - Invites interaction

Example: 

Hello! I'm your Product Advisor. I'm happy to help you with questions 
about our product range, availability, and prices. 
How can I assist you?

Access Types

For each agent, you can define who has access to it. The access types determine where and by whom the agent can be used.

Available Access Types

Private
The agent is only accessible to you. No one else in your organization can see or use it.

  • Ideal for: Personal assistants, tests, experiments
  • Visibility: Creator only

Team
All members of your organization have access to the agent. The agent is available internally to all team members.

  • Ideal for: Internal tools, knowledge assistants, team support
  • Visibility: All organization members

Public
The agent is accessible to anyone via a link, even outside your organization. Anyone with the link can use the agent.

  • Ideal for: Website chats, customer service, public FAQ bots
  • Visibility: Anyone with the link

Changing Access Type

The access type can be changed at any time. Existing chats or configurations remain intact.

Public Access

For public agents, pay special attention to privacy and security. Ensure that no sensitive information is disclosed.

Detailed Information on Access Types

A detailed description of access types and their permissions can be found in the Access Types Documentation.