Skip to main content
Configure your agent’s identity, intelligence, and behavioral boundaries in Build > Agent. These three settings work together to define how your agent presents itself, how it reasons, and what constraints it follows.

Why agent settings matter

Agent settings shape the caller’s first impression and every interaction that follows. The greeting is the first thing a caller hears — it goes directly to text-to-speech without LLM processing, so it needs to be exactly right. The personality and role inform how the agent communicates, while rules enforce consistency and compliance across every conversation.

When to configure each setting

SettingWhen to useImpact
AboutDuring initial setup, or when rebranding or changing your agent’s purposeControls the greeting line (first words spoken), personality (tone), and role (job function). Directly shapes caller perception.
ModelWhen standing up a new agent, or when optimizing for cost, latency, or reasoning qualityDetermines the LLM backbone. Different models offer different tradeoffs between response quality, speed, and cost.
RulesWhen you need consistent terminology, regulatory compliance, or defined handling of edge casesSets global behavioral constraints — tone, language style, compliance guardrails, and pronunciation overrides that apply to every conversation.

Configuration sections

About

Set the greeting line, personality, and role that define how your agent introduces itself and communicates.

Model

Choose from PolyAI, OpenAI, or Amazon Bedrock models — or connect your own LLM endpoint.

Rules

Define global rules for language style, compliance, edge-case handling, and TTS pronunciation.