Agent Settings

Agent Settings controls the default behavior of one agent.

Agent Settings

Agent Settings controls the default behavior of one agent.

Agent scope only

Branding, team management, billing, and provider keys are organization-level settings. This page is only for one agent's AI, retrieval, escalation, and voice defaults.

Tabs In Agent Settings

TabPurpose
AI SettingsModel, prompt, temperature, max tokens, and related generation defaults
VoiceVoice enablement and ElevenLabs-related configuration
EscalationLoop handling, sentiment thresholds, and escalation keywords
RetrievalExpansion, hybrid search, reranking, deduplication, and caching

How To Use This Page

AI Settings

Use this for the agent's baseline text behavior. Keep the prompt focused and operational.

Voice

Use this when your agent supports voice experiences. Pair changes here with testing in Voice Lab.

Escalation

Use this to define when AI should hand off or ask for help sooner.

Retrieval

Use this to control how the system searches and refines source content before generation.

Retrieval Terms In Plain Language

SettingWhat it means
Query expansionBroadens the original user question so retrieval can match close variations
Hybrid searchCombines semantic retrieval with keyword-style search
RerankingReorders candidate results so the strongest chunks appear first
DeduplicationRemoves repeated or near-identical chunks before the model sees them
CachingReuses recent retrieval work to reduce repeated lookup cost and latency

Change This Or Fix Something Else?

Change Agent Settings when the default model behavior is wrong across many conversations.

Use Sources when the knowledge itself is missing or outdated.

Use Skills when the agent needs reusable behavior or instructions across multiple situations.

Use Interceptors when a rule must always win.

Best Practices

  • change one major setting group at a time
  • test in Playground before relying on production traffic
  • use Interceptors for hard rules instead of overloading the prompt
  • review Analytics after meaningful changes

Playground

Test answers, retrieval, prompts, and overrides before production.

Interceptors

Rules for escalation, blocking, tagging, and guaranteed replies.

Skills

Attach reusable instructions to agents without overloading the base prompt.

Voice Lab

Test voice sessions, debug tool calls, and manage ElevenLabs sync.

Last updated: August 2026