Agent Settings

Edit any of the seven wizard sections inline, without leaving Manage Agent. The editor uses the same form components as the wizard, with the live preview always visible. Save, Discard, Activate, Deactivate, or Delete the agent from one place.

The editor opens inside the Manage Agent shell — the sidebar and topbar stay visible while you edit. There’s no separate “Settings” page; you go straight to the section you want.

How to get here

Three entry points, all in the Manage Agent sidebar:

1. Open the Agent Settings collapsible (it auto-expands when you’re already on a settings sub-route).
2. Click any of the seven sub-links to deep-link into that section’s editor.
3. Or click directly from the Test Your Agent sheet’s setup hints.

The breadcrumb in the topbar extends to Dashboard / Agents / {agent name} / Agent Settings / {section name}.

Sub-links

The Agent Settings collapsible contains seven deep-links, mirroring the wizard steps:

Sub-link	Variant visibility	What it edits
Text Agent Settings	Text + Hybrid only	The model picker, prompt, temperature, advanced model settings
Voice Agent Settings	Voice + Hybrid only	Voice picker, voice prompt, voice creativity, advanced voice settings, background sounds
Appearance	All	Branding, languages, launcher, position, font, welcome banner, reviews, minimized state
Knowledge Base	All	Files, FAQs, URLs, public web search
Tickets & Leads	All	Data collection toggle, fields, ticket / lead categories, notifications
Integrations & Tools	All	Marketplace, MCP, agent tools, custom API tools, webhooks
Deployment	All	Embed code, allowed domains, social channels, telephony, agent status

Text-only agents hide the Voice Agent Settings link. Voice-only agents hide the Text Agent Settings link. The list is otherwise the same for every variant.

When you’re on a settings sub-route, the active sub-link is highlighted in the sidebar and the breadcrumb extends accordingly.

Editor layout

The editor uses the same form sections as the wizard, so what you edit here is identical to what you’d edit in the wizard. The right-side panel shows the live preview of the agent for every section, even Knowledge Base, Integrations, and Deployment.

On smaller screens, the preview panel is hidden — you can open it via the Agent Preview button in the topbar.

Save / Discard action bar

A bottom action bar pinned to the editor spans the full width.

Button	Behavior
Save Changes	Saves the section. Disabled when nothing has changed. Shows a spinner while saving and a Saved message when done.
Discard	Opens a confirmation: Discard unsaved changes? with a red Discard button. Resets the form to the last saved state.

Activate / Deactivate (Deployment section)

The Deployment editor is the only section that adds an Agent Status card with two extra actions:

Status	Action button	Confirmation
Draft	Activate Agent (green)	None. A success message reads Agent activated.
Active	Deactivate Agent (red)	A confirmation: Deactivate this agent? — The agent will stop responding on every connected channel. You can activate it again at any time. A success message reads Agent deactivated.

You can also activate / deactivate from the Agent Status card in the wizard’s Deployment step — the two surfaces share the same control.

Danger Zone (Delete Agent)

Every Agent Settings page has a Danger Zone card at the bottom of the main column with a red Delete Agent button. Clicking it opens the typed-keyword confirmation dialog.

For the full delete flow, see Delete Agent.

Unsaved changes guard

If you have unsaved changes and try to:

• Close the tab , the browser shows the standard Changes you made may not be saved prompt.
• Refresh the page , same prompt.
• Click Back to Home in the sidebar , an in-app dialog reads You have unsaved changes. Discard them? with Discard (red) and Cancel.

The guard clears the moment you Save or Discard explicitly.

Variant validation

You can only open settings sections your agent supports. A text-only agent can’t open Voice Agent Settings — the link doesn’t appear, and trying to navigate to it directly shows a not-found page.

Common questions

I edited the prompt in Agent Settings, but the live agent didn't change behavior.

Two checks: (1) you clicked Save Changes (not just typed and navigated away), (2) you wait a few seconds for the save to propagate. Hard-refresh the chat widget on your site if it has its own session cache.

The Save button is greyed out.

That means the form has no unsaved changes. Make at least one edit, the button becomes primary.

I'm in Agent Settings but the preview is empty.

The preview comes from the agent’s configuration. If you’ve never saved the agent (it’s still a fresh agent with no Step 0 fields filled), the preview shows defaults. Save the Text or Voice settings first, then the preview populates.

Can I edit the agent type (Text / Voice / Hybrid) here?

No. The agent type is locked at creation. To change it, delete the agent and create a new one with the right type.

The Activate button is missing on Deployment for an active agent.

That’s expected. When the agent is Active, the button reads Deactivate Agent instead. The card title shows the current status pill (Active or Draft) so you know which action is which.

Next

Test Your Agent

Test the agent you just configured.

Delete Agent

Permanently remove an agent with typed-keyword confirmation.