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Open an agent and click Persona in its toolbar. Changes save automatically.

General

Knowledge base

Tick the folders and files this agent may answer from. Ticking a folder includes all its files. See Drive.

Behaviors

Rules your organization has written, such as always confirm before cancelling. Tick the ones this agent follows. Expand a behavior to read, edit or delete it.

Voices

Voice agents only. Preview each voice with the play button and select the one your agent uses.

Widget

Chat agents only. Sets how the chat looks and what it asks on your website. See Add chat to your website.