Configure your agent

The three pages

• How your agent sells: the steps of the conversation. What the agent asks, how it chooses what to recommend, how it prices, and which next steps it offers.
• Business info & rules: facts about your company, its background, the tone of voice, and guardrails the agent must follow in every conversation.
• Style & behavior: how the agent looks and behaves on each channel (Chat, Page, WhatsApp and Phone), such as the chat's suggested questions and theme, and whether the Page channel is on.

Where a change goes

• It should happen at one point in the conversation ("ask for the move-in date before recommending") → the matching step in How your agent sells. Use its required-field settings for information to collect, then additional rules for guidance the settings do not cover.
• It should always be true ("never quote delivery times") → Guardrails on Business info & rules.
• The agent gets a fact about you wrong (address, hours, what you offer) → Business info & rules.
• It recommends the wrong things → check the catalog data, Use in recommendations switches and Recommendations per reply first, then How the agent chooses for matching guidance. See the catalog guide.
• It looks or sounds wrong on one channel → Style & behavior.

Check it worked

• After saving a change, open Test your agent and ask the question that should now get a different answer.

If it doesn't work

The agent ignores something I wrote.

Check it is on the right page: a rule in one step only applies during that step. Rules that should always apply go in Guardrails.