Overview
Agent settings allow you to customize every aspect of your AI agent’s behavior, appearance, and capabilities. Each setting plays a crucial role in determining how your agent interacts with users, processes information, and executes tasks.Agent Tab
Identity, behavior, and personality settings
Model Tab
LLM provider, model selection, and advanced features
Datasources Tab
Knowledge base configuration and retrieval settings
Tools Tab
Tool integration and execution parameters
Agent Configuration
The Agent tab contains settings related to your agent’s identity, appearance, and core behavior.Avatar
Upload a custom image to represent your agent in chat interfaces.Supported Formats:
Recommended Size: 512x512 pixels for optimal display
.jpg, .jpeg, .pngRecommended Size: 512x512 pixels for optimal display
- Brand consistency across customer-facing agents
- Visual differentiation between multiple agents
- Enhanced user experience with personalized avatars
Name
The human-readable identifier for your agent.string
required
Display name that appears throughout the interface
- Keep it clear and descriptive (e.g., “Customer Support Bot”, “Data Analyst”)
- Avoid special characters that might cause display issues
- Consider your branding and user-facing context
Description
A brief summary of your agent’s purpose and capabilities.string
required
Explains what the agent does and when to use it
- Be specific about the agent’s specialty
- Mention key capabilities or domains
- Keep it concise (1-2 sentences)
Name Slug
A unique, URL-friendly identifier for your agent.string
Lowercase identifier with underscores (minimum 5 characters)
- Lowercase letters and numbers only
- Use underscores to separate words
- Minimum 5 characters
- Must match pattern:
^[a-z0-9]+(?:_[a-z0-9]+)*$
Core Agent
Availability: This setting is only visible for Core Agents Organization accounts.
boolean
default:"false"
Designates this agent as a core system agent
Prompt (System Instructions)
The system prompt defines your agent’s personality, behavior guidelines, and response style.string
required
Instructions that guide the agent’s behavior and responses
- Role Definition: Who the agent is
- Capabilities: What it can do
- Constraints: What it should/shouldn’t do
- Style Guidelines: How it should communicate
- Context: Additional relevant information
- Basic Example
- Advanced Example
- Markdown Editor
Initial Message (Intro Message)
The first message your agent sends when a new conversation starts.string
Greeting message displayed at the start of conversations
- Be welcoming and friendly
- Set expectations for what the agent can do
- Keep it concise
- Consider adding a call-to-action
- Simple
- Informative
- With Options
Model Configuration
The Model tab contains all settings related to the language model powering your agent.Language Model Selection
Choose the AI model provider and specific model for your agent.string
required
AI provider (OpenAI, Anthropic, Google, etc.)
string
required
Specific model within the selected provider
- OpenAI: GPT-4o, GPT-4.1, GPT-5
- Anthropic: Claude Sonnet, Claude Opus, Claude Haiku
- Google: Gemini Pro models, Gemini Flash models
- OpenRouter: Open-source models (Llama, Mixtral, DeepSeek, Gemma 4, Kimi K2/3)
- RouteLLM: Intelligent model routing
- Selection Guide
RouteLLM Configuration
What is RouteLLM?
RouteLLM intelligently routes requests between a “strong” model (for complex tasks) and a “weak” model (for simple tasks) based on query complexity, optimizing cost and performance.
RouteLLM intelligently routes requests between a “strong” model (for complex tasks) and a “weak” model (for simple tasks) based on query complexity, optimizing cost and performance.
Threshold
number
default:"0.11"
Sensitivity for routing between strong and weak models (0.01 - 0.30)
- Lower threshold (0.01 - 0.10): Routes more queries to the strong model (higher quality, higher cost)
- Higher threshold (0.15 - 0.30): Routes more queries to the weak model (lower cost, faster)
- Default (0.11): Balanced approach
Strong Model Config
Configuration for the high-performance model used for complex queries.string
Provider for the strong model
string
Specific strong model
number
Creativity level for strong model (0.0 - 2.0)
number
Maximum response length for strong model
Weak Model Config
Configuration for the efficient model used for simple queries.string
Provider for the weak model
string
Specific weak model
number
Creativity level for weak model (0.0 - 2.0)
number
Maximum response length for weak model
Enable Streaming
boolean
default:"true"
Stream responses in real-time as they’re generated
- ✅ Better user experience with progressive display
- ✅ Reduced perceived latency
- ✅ More interactive feel
- ✅ Users can start reading immediately
- ⚠️ Not supported by all models
- ⚠️ Cannot be used with Structured Output
- ⚠️ May not work well with certain integrations
Streaming and Structured Output are mutually exclusive. Enabling one will automatically disable the other.
- API integrations requiring complete responses
- Batch processing scenarios
- When using Structured Output
- WebSocket limitations in your application
Enable Language Detection
boolean
default:"false"
Automatically detect and respond in the user’s language
- Agent analyzes the user’s first message
- Detects the language automatically
- Responds in the same language throughout the conversation
- ✅ Seamless multi-language support
- ✅ No manual configuration needed
- ✅ Better global user experience
- ✅ Works with all models
Best Practice: Enable this for public-facing agents serving international audiences.
Enable Citations
boolean
default:"false"
Include source citations in agent responses
This feature is currently in development and may not be fully functional in all scenarios.
Structured Output
boolean
default:"false"
Force responses to follow a predefined JSON schema
- ✅ Model must support structured outputs (GPT-4, Gemini Pro)
- ✅ JSON Schema must be defined
- ❌ Cannot be used with RouteLLM
- ❌ Cannot be used with Streaming
JSON Schema
string
JSON Schema defining the structure of agent responses
- Contact Extraction
- Sentiment Analysis
- Product Catalog
- Schema Generator
- Data extraction and transformation
- API integration with strict requirements
- Database population from unstructured text
- Form filling automation
- Consistent report generation
Temperature
number
Controls randomness and creativity in responses (0.0 - 2.0)
Examples:
- Low (0.2)
- Medium (0.7)
- High (1.5)
Prompt: “Describe a sunset”Response:✅ Consistent, factual, predictable
Some models don’t support temperature adjustments. The interface will display an alert if temperature control is unavailable for your selected model.
Max Output Tokens
number
Maximum length of the agent’s responses (in tokens)
- Tokens are pieces of words used by language models
- Roughly 1 token ≈ 4 characters or ≈ 0.75 words
- Both input and output count toward limits
Cost Considerations:
- Higher token limits = higher costs per request
- Unused tokens still count toward limits
- Balance between thoroughness and cost
Max Steps (Tool Execution)
number
default:"1"
Maximum number of tool executions per agent response (1 - 128)
- Chain multiple tool calls together
- Iterate on results
- Execute complex multi-step workflows
Example Workflow (Max Steps: 5):
Higher step limits give your agent more autonomy but can increase response time and costs. Start conservative and increase as needed.
Datasources Configuration
The Datasources tab configures how your agent retrieves and uses information from connected knowledge bases.Vector Top K
number
default:"10"
Number of most relevant document chunks to retrieve from vector search
- User query is converted to a vector embedding
- Vector database finds similar document chunks
- Top K most similar chunks are retrieved
- Agent uses these chunks to formulate response
Trade-offs:
- Lower K: Faster, more focused, may miss relevant context
- Higher K: More comprehensive, slower, may include irrelevant info
Enable Rerank
boolean
default:"false"
Use a reranking model to improve relevance of retrieved documents
- ✅ Improved answer accuracy
- ✅ Better handling of complex queries
- ✅ Reduced hallucinations
- ✅ More relevant context for the agent
Rerank Top K
number
Number of top documents to keep after reranking
This setting only appears when “Enable Rerank” is turned on.
- Vector Top K: 20 (cast a wide net)
- Rerank Top K: 5 (keep only the best)
Rerank Threshold
number
default:"0.2"
Minimum relevance score required to include a document (0.01 - 1.0)
This setting only appears when “Enable Rerank” is turned on.
Example Scenario:
Multi-Query RAG
boolean
default:"false"
Enable Multi-Query RAG to generate multiple search queries from user input
- User query: “What’s the password reset process?”
- Multi-Query RAG generates:
- Original: “What’s the password reset process?”
- Variant 1: “How do I reset my password?”
- Variant 2: “Password reset instructions”
- Variant 3: “Forgot password procedure”
- Variant 4: “Change account password”
- All variants are searched — results are combined and deduplicated
- Agent uses the comprehensive, combined results
- ✅ Better coverage: Finds relevant documents that match any variant
- ✅ Handles synonyms: Different ways of asking about the same thing
- ✅ Improves accuracy: More comprehensive context for agent
- ✅ Natural language: Works with how people actually phrase questions
- ✅ Reduces missed results: Won’t miss relevant docs just because of wording
- More API calls: Multiple searches instead of one (5-10x slower)
- Higher costs: More queries = more computation
- May include noise: Variant queries might retrieve less relevant results
Configuration Tips:
If Multi-Query RAG is enabled, you might want to:
- Increase
vector_topk(e.g., to 15-20) since variants may retrieve different results - Keep
rerank_enabledON to filter the combined results - Adjust
rerank_topkdown (e.g., to 3-5) to focus on best matches
Datasources Selection
array
List of datasource IDs that this agent can access
- PDF documents
- Web pages
- Text files
- Structured data
- API integrations
- ✅ Only enable relevant datasources to reduce noise
- ✅ Separate datasources by topic or domain
- ✅ Regularly update datasource content
- ⚠️ Too many datasources can slow retrieval
- ⚠️ Ensure datasource content is high quality
Tools Configuration
The Tools tab manages your agent’s ability to execute actions and interact with external systems.Tool Max Steps
number
default:"1"
Maximum number of tool calls the agent can make per response (1 - 128)
This is the same setting as “Max Steps” in the Model tab, shown here for convenience when configuring tools.
Tools Selection
array
List of tool IDs that this agent can use
- Make API calls
- Execute code
- Query databases
- Search the web
- Interact with external systems
- Call other agents
- API Request: Make HTTP requests to external APIs
- Web Search (Perplexity AI): Search the internet for current information
- External Datasource: Query external data sources
- Agent Tool: Call another agent as a tool
- MCP Server: Connect to Model Context Protocol servers
- BigQuery: Query Google BigQuery databases
Google Models Built-in Tools
Google-specific Feature: This section only applies when using Google models (Gemini) as your agent’s LLM.
- Google Search: Real-time web search
- Location Services: Geographic/location data
- Link Preview: Extract information from URLs
- Device Info: Access to device capabilities
- And other Google-native integrations
- Go to Model Configuration tab
- Select a Google model (e.g.,
gemini-2.0-flash) - In the Tools Configuration tab, you’ll see a “Google Built-in Tools” section
- Toggle each built-in tool on/off independently
- These work alongside your custom tools
gemini-2.0-flash
- Google Built-in Tools:
- Google Search: Enabled
- Location Services: Disabled
- Link Preview: Enabled
- Device Info: Disabled
- Custom Tools (from Tools Selection):
- API Request: Enabled
- BigQuery: Enabled
- Result: Agent can use Google Search, Link Preview, plus custom tools (API, BigQuery, Code)
- ✅ Enable only what you need - Each enabled tool adds context
- ✅ Test combinations - Built-in + custom tools work best when tested together
- ✅ Use for search - Google Search is powerful for real-time info
- ✅ Combine strategically - Link Preview + Google Search is a common pair
- ⚠️ Monitor costs - Built-in tool usage counts toward your API quota
- ⚠️ Privacy considerations - Be aware of data sent to Google services
Best Practices:
- ✅ Only enable tools the agent actually needs
- ✅ Test tool behavior thoroughly
- ✅ Monitor tool usage and errors
- ✅ Set appropriate max steps for your tools
- ⚠️ Too many tools can confuse the agent
- ⚠️ Some tools have rate limits or costs
- Customer Support
- Data Analyst
- Research Assistant
Enabled Tools:
- API Request (check order status)
- External Datasource (knowledge base)
- Web Search (product updates)
Saving Changes
After configuring your agent settings:- Review your changes in each tab
- Click “Update Agent” at the bottom of the settings panel
- Wait for confirmation that settings were saved
- Test your agent to ensure it behaves as expected
Best Practices Summary
Agent Identity & Behavior
Agent Identity & Behavior
- Use clear, descriptive names
- Write detailed prompts with specific guidelines
- Test initial messages for user engagement
- Update prompts iteratively based on performance
Model Selection
Model Selection
- Choose models based on your specific use case
- Use RouteLLM for cost optimization
- Enable streaming for better UX
- Only use structured output when necessary
- Monitor temperature settings and adjust for consistency
Datasources & Retrieval
Datasources & Retrieval
- Start with moderate Vector Top K (6-10)
- Enable reranking for accuracy-critical applications
- Only connect relevant datasources
- Maintain high-quality datasource content
- Monitor retrieval performance
Tools & Capabilities
Tools & Capabilities
- Only enable necessary tools
- Set appropriate max steps
- Test tool chains thoroughly
- Watch for circular references
- Monitor tool usage and costs
Troubleshooting
Agent not responding
Agent not responding
Possible Causes:
- No LLM model selected
- Model doesn’t support required features
- Max steps set too low for complex tasks
- Check that a model is selected in Model tab
- Verify model compatibility with your settings
- Increase max steps if using multiple tools
Irrelevant responses from datasources
Irrelevant responses from datasources
Possible Causes:
- Vector Top K too high
- Rerank threshold too low
- Poor quality datasource content
- Reduce Vector Top K to 5-10
- Enable reranking with threshold 0.2-0.3
- Review and improve datasource content quality
Tool errors
Tool errors
Possible Causes:
- Model doesn’t support tools
- Circular agent references
- Tool configuration issues
- Switch to tool-capable model (GPT-4, Claude, Gemini)
- Check for and remove circular references
- Verify tool configurations and permissions
Streaming not working
Streaming not working
Possible Causes:
- Model doesn’t support streaming
- Structured output is enabled
- Verify model supports streaming
- Disable structured output to use streaming
Next Steps
Test Your Agent
Learn how to thoroughly test your agent configuration
Analytics
Monitor your agent’s performance and usage
Tool Configuration
Learn more about configuring and creating tools
Datasources
Manage and optimize your datasources