Tab 1: Basic Information & Identity
Define Your Agent's Core Identity
The Basic Information tab is the foundation of your agent creation process. Here you establish your agent's identity, appearance, and core characteristics that will shape how users perceive and interact with your AI assistant.
🎯 Agent Profile Configuration
Agent Name
Purpose: The display name users will see when interacting with your agent
Best Practices:
Keep it memorable and descriptive (e.g., "Sarah - Customer Support", "DataBot Analytics Assistant")
Use 2-50 characters for optimal display across platforms
Consider including role or department for clarity
Voice Input: Supports voice-to-text input for hands-free editing
Required Field: Agent name must be provided to save configuration
Agent Description
Purpose: Brief explanation of your agent's role and capabilities
Format: Optional text field supporting up to 500 characters
Usage: Appears in agent directories, sharing previews, and onboarding flows
Voice Input: Full voice-to-text support for natural description creation
SEO Benefits: Helps with agent discoverability in internal searches
🎨 Visual Identity Setup
Avatar Selection
The avatar selection system provides multiple options for agent representation:
Pre-Designed Avatars
Professional Collection: Business-appropriate avatars for corporate environments
Diverse Representation: Inclusive selection of gender, ethnicity, and style options
Style Consistency: All avatars follow consistent design language for brand cohesion
Custom Image Upload
Supported Formats: PNG, JPG, WebP files
Optimal Size: 400x400px for best quality across all platforms
Automatic Processing: Images are automatically optimized and resized
Preview System: Real-time preview shows how avatar appears in chat interface
AI-Generated Options
Style Selection: Choose from professional, friendly, or tech-focused styles
Brand Color Integration: Generated avatars can incorporate your brand colors
Consistency: AI ensures visual consistency with your agent's personality
⚙️ Configuration Interface Features
Real-Time Preview
Live Updates: Changes appear instantly in the preview panel
Cross-Platform View: See how your agent appears on different devices and platforms
Context Simulation: Preview agent appearance in various conversation contexts
Dialog-Based Editing
The configuration uses an intuitive dialog interface:
Click to Edit: Simple button opens full editing dialog
Form Validation: Real-time validation ensures all required fields are complete
Error Handling: Clear error messages guide you to correct any issues
Auto-Save: Changes are automatically saved when dialog closes
Keyboard Shortcuts
Cmd/Ctrl + Enter: Quick save and close dialog
Escape: Cancel changes and close dialog
Tab Navigation: Full keyboard accessibility for all form fields
📊 Technical Implementation Details
Data Structure
The basic information configuration maps to the following agent metadata:
name: Agent display name (string, required)description: Agent description (string, optional)agent_metadata.icon_url: Avatar image URL (string, required)
Validation Rules
Name: 1-100 characters, cannot be empty
Description: 0-500 characters, optional field
Avatar: Must be valid image URL or file upload
Storage and Sync
Automatic Saving: Changes are saved to the agent store immediately
Workspace Integration: Agent information syncs across all workspace features
Version Control: Changes are tracked with timestamps for audit purposes
🎯 Best Practices for Agent Identity
Naming Conventions
Effective Agent Names:
"Alex - IT Support Assistant" ✅
"Marketing Bot Pro" ✅
"Customer Care Representative" ✅
Avoid These Patterns:
Generic names like "Bot" or "Assistant" ❌
Names longer than 50 characters ❌
Special characters that might cause display issues ❌
Description Guidelines
Strong Descriptions:
"I help customers with product questions and technical support issues" ✅
"Your personal data analyst for sales reporting and business insights" ✅
"Streamlined booking assistant for appointments and scheduling" ✅
Weak Descriptions:
"A helpful AI bot" ❌
"Does various tasks" ❌
"General purpose assistant" ❌
Avatar Selection Strategy
Professional Environments:
Choose business-appropriate avatars
Consider your industry's visual standards
Maintain consistency with brand guidelines
Customer-Facing Agents:
Select welcoming, approachable avatars
Ensure avatar reflects your company's values
Test avatar appeal with target user groups
🔄 Integration with Other Tabs
Impact on Other Configuration Tabs
The basic information you set here influences other configuration areas:
Tab 3 (System Prompt): Agent name and description inform personality development
Tab 9 (Chat Features): Avatar and name appear throughout the chat interface
Tab 10 (Sharing): Agent identity is used in all sharing and distribution channels
Tab 11 (API Integration): Agent metadata is accessible through API endpoints
Consistency Across Platform
Your agent's basic information maintains consistency across:
Chat Interfaces: Name and avatar appear in all conversation views
Agent Directory: Description and avatar shown in agent browsing
Sharing Links: Agent identity included in all shared agent links
API Responses: Agent metadata returned in programmatic interactions
🚀 Getting Started Checklist
Required Setup
Optional Enhancements
Quality Assurance
The Basic Information tab creates the foundation for your agent's identity. Take time to choose a name and avatar that reflect your agent's purpose and will resonate with your users. This identity will carry through every interaction, so make it count!
Next Step: Move to Tab 2 (AI Model Selection) to choose the AI engine that will power your agent's intelligence.
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