Configure and manage your agents
Articles
Overview page for your agent
About The Overview page displays the vital details of the agent. It offers a centralized place to manage and customize agent information, as well as the ability to interact with your agent in real-time. Get to know the Overview p...
Share and embed an agent Updated
About
Copy a direct link of your agent to share with others and obtain the embed code in your preferred layout to add to your website.
Access share and embed capabilities
On the Overview page, click Share agen...
Open agent site
About Open a stand-alone media page for your agent and see your agent as it will appear to users. Interact with your agent to test the experience. Please note - Usage in the agent site consumes interactions. Open agent site ...
Manage the agent knowledge
About
The Knowledge tab is where you control what your agent knows. You can 'teach' your agent using three types of sources: media files, website URLs, and free text.
Want your agent to reference your help center or p...
Manage the agent playbook
About Configuring an agent starts with defining who it is and how it should interact with users. This guide walks you through the process of setting up your agent's core profile via the Playbook tab - from describing its role and ...
Manage the agent experience Updated
About This article explains how to customize the look, feel, and personality of your agent via the Experience tab. You'll learn how to configure key settings - including the agent's title, interaction type, appearance, and voice, ...
Real time agent interaction
About Preview and interact with your agent in real time on the Overview tab! See your agent as it will appear to users and interact with it to test the experience. Simply open the Overview tab and you'll find real-time avatar on th...