Configuration & Settings

Agent Settings is your control panel. It decides what your AI Agent does, and when.

Where to find it

Dashboard → My Agents → open an agent → Agent Settings. Each agent has its own settings, so a support agent and a sales agent can behave completely differently.

Communication triggers

Every trigger is measured in messages exchanged. This keeps the conversation natural — the agent helps first, asks later.

Lead Generation

• Enable the toggle
• Set the trigger (recommended: 3–5 messages)
• Pick the fields: Name, Email, Phone No
• Turn on email alerts so a captured lead reaches your inbox immediately

Human Handoff

• Enable the toggle
• Set the trigger (recommended: 5–7 messages)
• Enable email alerts so your team knows someone is waiting

Issue Reporting

• Enable the toggle
• Set “Show after X messages” (example: 5)
• Enable email notifications for instant alerts

User Feedback

• Enable the toggle
• Choose when the rating prompt appears
• Turn on email notifications

Booking Management

Turn this on and the agent can schedule meetings itself: it detects intent, offers a slot at the right moment, and confirms the booking inside the chat. Full detail in Booking System.

Operating hours

• Enable the toggle
• Set your working hours and timezone
• Choose what happens outside those hours — go quiet, or reply with limited answers

Core features

• Auto-save Conversations — stores every chat for later review (recommended ON)
• Enable Analytics — powers your dashboards and CSAT (recommended ON)

E-commerce toggles

If your agent is connected to a store, extra switches appear here:

• AI Upsell & Cross-sell Engine — suggests relevant products mid-conversation
• Back-in-Stock Alerts — collects requests for out-of-stock items

Recommended starting point