Overview
The Configuration page is where you control every aspect of how your agent behaves and looks. Changes you make here are reflected on your live agent after you save. The page has two tabs — Configuration and Knowledge Base — and a live chat preview so you can see your changes before visitors do.
Before you start
You need at least one agent created before you can access this page. If you have no agents yet, the page shows an empty state prompting you to complete the setup wizard. Select Launch Your Agent to start that flow.
How to open agent configuration
Open the left sidebar and select Agents to expand the group.
Select Configuration under Agents.
If you have more than one agent, use the agent selector at the top of the page to choose which agent you want to configure.
What you can configure
The Configuration tab contains a collapsible sidebar on the right side of the screen. Each section can be expanded independently. Only one section is open at a time.
Basic Information
Field | Description |
Agent Name | The name visitors see when chatting with your agent. Maximum 100 characters. |
Personality Style | How your agent communicates. Options: Professional, Friendly, Direct, Creative. |
Response Style | Length and detail level of responses. Options: Concise, Balanced, Detailed. |
Messages
Each message field supports up to 500 characters. Select Generate Message next to any field to generate a suggestion based on your agent’s name, personality, and response style.
Field | When it appears |
Welcome Message | The first message visitors see when they open the chat widget. |
Fallback Message | Shown when your agent does not understand a visitor’s question. |
Offline Message | Shown when your agent is unavailable. |
Font Style
Controls the typography of text in the chat widget.
Colors
Controls the color scheme of the chat widget.
Color field | Purpose |
Font Color | Text color inside the chat widget. |
Background Color | Background of the chat widget. |
Border Color | Border color of the chat widget. |
Brand Color | Accent color used for buttons and interactive elements. |
Widget Settings
Field | Options |
Widget Position | Where the chat widget appears on your website. Options: Bottom Right, Bottom Left. |
Business Hours
Configure the hours during which your agent is considered available. When outside these hours, the agent displays the Offline Message.
AI Auto-Tagging
Configure automatic tag rules for incoming conversations. The agent applies tags based on conversation content.
Saving changes
After making your changes, scroll to the bottom of the configuration sidebar.
Select Save.
A “Saved!” confirmation appears briefly beneath the button when your changes are stored.
Other actions on this page
Website button — opens the Website Builder for the selected agent.
Embed button — opens the embed code dialog so you can copy the snippet to install the agent on your website.
Launch Another button — starts the setup wizard to create a new agent.
Delete Agent (trash icon) — permanently deletes the selected agent and all its conversations, contacts, and documents.
What happens next
Changes to Agent Name, Personality Style, Response Style, messages, colors, and fonts take effect on your live agent immediately after saving. Your live chat preview on the left side of the page reflects the current form values as you type.
Troubleshooting
Changes are not saving. Check that you have an agent selected in the agent selector. The Save button is disabled when no agent is selected. If the button is enabled but saving still fails, refresh the page and try again.
The agent on my website does not reflect my updates. Configuration changes are applied server-side after saving. If your embedded widget still shows old content, clear your browser cache or do a hard refresh on the page where the widget is installed. Embedded scripts may be cached by your browser or CDN for a short period.
The Font Style and Colors sections are not saving changes. Refresh the page and try saving again. If the issue persists, check your internet connection.
The embed code dialog shows “Unable to load embed code”. Select Try Again inside the dialog. If the error persists, refresh the page and reopen the dialog.