Settings
Agent settings reference
Every switch on an agent's Settings page, what it does and where to learn more.
Open your agent and click Settings in the menu. The page has these sections:
General
- Agent name — used inside the dashboard and in the AI's introduction.
- Agent ID — the public key used by the chat bubble, help page and help center. Copy it from here.
Chat colours, welcome message, suggested messages and language are in Playground → Display (guide); instructions are on the Instructions page (guide).
AI & answers
| Setting | What it does |
|---|---|
| AI re-ranking (recommended) | A second AI pass picks the passages that really answer the question. More accurate, slightly slower. |
| Show source links under answers | Small links to the pages an answer came from. |
| Collect leads | The agent asks interested customers for their name and phone/email and saves them in Leads (guide). |
| Understand voice messages | WhatsApp/Telegram voice notes are transcribed and answered (extra credits). |
| Understand images | Screenshots, receipts and photos are read before answering (extra credits). |
| Customers can attach files | Website visitors can send a PDF, Word or text file (guide). |
| Search the web | Answer from the web when your knowledge doesn't cover a question (guide). |
| Forward payment screenshots to the team | See below. Needs Understand images and Human handoff. |
| Follow up when a customer goes quiet | See below. |
| Auto-retrain websites daily | Re-crawls website sources every night; only changed pages are re-learned (higher plans). |
Payment screenshots
When a customer sends a payment screenshot (bank, card, bKash…), the AI reads the amount and transaction ID, tells the customer the team will verify it, and hands the chat to the team with the picture (WhatsApp, Telegram or email alert).
Follow-ups
One friendly message when someone asked about a price or plan and then stopped replying. Only on WhatsApp, Telegram, Messenger, Instagram and AnyChat; once per chat; never while your team is handling it.
- After (hours) — 1 to 72. Messenger and Instagram only allow replies within 24 hours, so those go out by 20 hours at the latest.
- Message (optional) — leave it empty and the AI writes one that mentions what they asked about, in their language.
{name}= the customer's first name.
Conversations
What a returning website visitor sees — see Files and previous chats.
Prices & currency
Which currency the AI quotes — see Prices and currency.
Human handoff
Handoff message, automatic escalation, wait time and auto-close — see Inbox and human handoff.
Departments
Routing and assignment — see Departments.
Working hours
See Working hours.
Notifications
Alerts and the daily report — see Alerts and daily report.
Usage limit
A monthly credit cap for this agent — see Usage limit.
Danger zone
Delete the agent with all its knowledge, chats and leads. This can't be undone.