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Editing Your Agent

Need to change something about your agent? Here's how to update its settings, content, and behavior.

What you can change​

You can update almost anything about your agent:

  • Name and identity
  • Model
  • Instructions and behavior
  • Tone and personality
  • Training content
  • Restricted topics
  • Lead data collection settings
  • Connected channels

How to edit settings​

  1. Click Agents in the sidebar
  2. Click on the agent you want to edit
  3. Click the Agent Specifications tab
  4. Make your changes
  5. Click Save

Changes to settings take effect immediately.

How to update training content​

If you want to add new information or update what your agent knows:

  1. Click on your agent
  2. Click the Data Sources tab
  3. Add new content:
    • Upload new documents via the File tab
    • Add new FAQs via the FAQ tab
    • Paste in new text via the Text tab
  4. Click Re-Train to teach your agent the new information
Don't forget to re-train

Adding content doesn't update your agent. You must click Re-Train for changes to take effect.

Common changes​

Updating your agent's name​

Go to Agent Specifications and change either:

  • Name (for your reference)
  • Public Name (what customers see)

Changing how your agent talks​

Update the Instructions field. This is where you tell your agent how to behave.

You might want to:

  • Make it more or less formal
  • Add new rules for how it should respond
  • Include examples of good answers

Adding topics your agent shouldn't discuss​

Go to Restricted Topics and add new items to the list, separated by commas.

Example: If you added a competitor's name

old topics, new topic, another new topic

Updating what your agent knows​

If your business changes - new products, new policies, new hours - update your training content:

  1. Add new FAQs with current information
  2. Upload updated documents
  3. Remove outdated content
  4. Retrain

When to retrain​

You need to retrain your agent when you:

  • Add new documents
  • Add new FAQs
  • Update existing FAQs
  • Want the agent to learn new information

You don't need to retrain when you:

  • Change the agent's name
  • Update instructions
  • Change tone
  • Update restricted topics

Tips for editing​

Make one change at a time It's easier to see what worked (or didn't) if you change things gradually.

Test after changes After updating, use the Playground panel on the right side of the agent page to test and make sure things work as expected.

Keep notes Remember what you changed and why. It helps if you need to undo something.

What you can't change​

Some things are fixed after creation:

  • The workspace the agent belongs to

If you need to change the workspace, create a new agent in the desired workspace.

Next steps​

After editing: