Viewing and editing settings for AI agents for messaging

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Suite

Team, Growth, Professional, Enterprise, or Enterprise Plus

This functionality is part of AI agents - Essential.

If you've created an AI agent for messaging, you can view and edit its settings as needed. AI agent settings include the AI agent's name, avatar, languages, and persona, as well as brand and channels.

You must be an admin to view and edit AI agent settings.

Related articles:

• Creating an AI agent for your web and mobile channels
• Adding and removing an AI agent for a messaging channel
• Customizing the standard responses for an AI agent for messaging

To view and update AI agent settings

1. In Admin Center, click AI in the sidebar, then select AI agents > AI agents.
2. Click Manage AI agents for messaging.
3. Click the name of the AI agent you want to update.

4. Click the Settings tab.

5. Update options in the following sections of the Settings tab, as needed:
   • Identity: Update the name that appears at the top of the widget and add or update a custom AI agent avatar.

     See Adding and updating your AI agent avatar.

   • Persona: Choose an AI agent persona to determine the style of expression applied to AI-generated messages.

     See Customizing an AI agent's persona to add personality to AI-generated responses.

   • Language: Set the default language and enable the AI agent to automatically translate answers to the user's language.

     See Managing languages in an AI agent for messaging.

   • Brand and channels: Set the brand for the AI agent if you support multiple brands, enable restricted article content (available only if you drafted or created an AI agent before February 3, 2025), and edit the channels where the AI agent is published.

Settings are automatically saved as you make changes in each section.