Customize an Agent
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Fine-tune your AI agent to perfectly match your business needs using our intuitive customization interface. From updating core instructions to configuring tool integrations, every setting is designed to give you complete control over how your agent operates.
Begin by accessing the customization interface where you can modify:
The agent’s core identity (name and description)
Its designated role and tone of voice
Default instructions to guide behavior
Integrated knowledge sources and enabled tools
This is your control hub for aligning your agent’s output with your team’s needs.
Agent Name & Description: Update the agent’s name and provide a succinct description of its role. This helps in identifying the agent within your team and clarifies its purpose.
Profile Image: Upload or change the agent’s profile image to reflect its persona, reinforcing the brand and ensuring a consistent visual identity.
Add or Remove Tools: Select from a list of available integrations (e.g., visual editors, communication APIs, data processors) to empower your agent with relevant capabilities.
Customize Tool Settings: For each integrated tool, adjust parameters such as output format, performance thresholds, and advanced options to fine-tune functionality.
Integration Testing: Run tool-specific tests to ensure that each integration is properly configured and delivering expected outcomes.
Response Preferences: Adjust settings to control the agent’s level of detail, response time, and escalation procedures.
Error Handling: Define protocols for when the agent encounters issues. Set up fallback options and notifications to ensure seamless operation.
Performance Metrics: Access detailed analytics and logs that help you understand your agent’s performance. Use these insights to refine configurations further.
Enhance Agent Accuracy with Custom Knowledge
Knowledge: Provide additional information by uploading documents or linking to external resources that your agent can use to improve its answers.
Available Actions:
Upload PDF
Link Notion
Import Docs
Add Website
Integrating these knowledge sources helps your agent deliver more precise and context-aware responses.
