Agent Settings

Every agent has a detail page where you can configure exactly how it behaves, what it can access, and who it works with. To open it, click on any agent card from the Agents page. This guide walks through each section of the agent settings page from top to bottom.

Persona

The persona is the core instruction set that shapes your agent’s identity and behaviour. It is a free-text editor where you write (or refine) the system prompt your agent follows in every conversation.

Your persona should cover:

• Who the agent is and what it does
• The tone and communication style to use
• What the agent should and should not do
• When to escalate or hand off to another agent or a human

You can update the persona at any time. Changes take effect on the next new conversation.

Keep it focused

Shorter, focused personas tend to perform better than long, sprawling ones. If you find yourself writing pages of instructions, consider splitting responsibilities across multiple agents instead.

Try asking your agent

“Update the Bookkeeper agent’s persona to always include the job reference number when discussing invoices.”

“Change the IT Support agent to use the Advanced performance tier for complex troubleshooting.”

Company Directives

Company Directives are organisation-wide rules that apply to every agent automatically. They appear on the agent detail page as a read-only section so you can see what global rules are in effect, but you cannot edit them here.

Examples of company directives might include:

• “Always greet customers by name when available.”
• “Never share internal pricing margins with external users.”
• “Include a disclaimer when providing legal or financial information.”

Company directives are managed from the Settings area of your organisation. They ensure consistency across all agents without having to repeat instructions in every persona.

Agent Directives

Unlike company directives, agent directives are specific to this individual agent. You can add, edit, and remove directives from the Directive Library — a collection of reusable instruction blocks.

Use agent directives to add targeted rules without cluttering the persona. For example:

• “When a customer asks about warranty, always reference the warranty policy document.”
• “If the conversation involves a job number, look it up in simPRO before responding.”

Directives are applied alongside the persona and company directives, giving you a layered approach to controlling agent behaviour.

Performance Tier

The performance tier controls the reasoning capability and speed of the agent. Choose the tier that matches the complexity of work the agent handles:

Tier	Best for	Trade-off
Fast	Quick replies, simple lookups, greetings, FAQs	Fastest responses, lower reasoning depth
Balanced	Most business tasks, document search, multi-step workflows	Good balance of speed and intelligence
Advanced	Complex analysis, nuanced decisions, multi-tool orchestration	Highest quality, slower responses

You can change the tier at any time. If an agent seems to struggle with tasks that require deeper thinking, try upgrading it to Balanced or Advanced.

Agent Role

The role determines what level of access the agent has within your organisation:

• Member — Standard access. The agent can use its assigned tools, search knowledge bases, and communicate with connected agents. Suitable for the vast majority of agents.
• Owner — Elevated access. The agent can manage other agents, update settings, and perform administrative actions. Reserve this for orchestrator-style agents that need to coordinate across your organisation.

Use Owner sparingly

Agents with the Owner role can modify other agents and settings. Only grant this role when the agent genuinely needs administrative capabilities, such as an orchestrator that manages a team of specialist agents.

Managers

Managers are other agents that oversee this agent. When an agent has a manager, the manager can:

• Receive reports and updates from this agent
• Monitor its activity
• Step in or redirect conversations when needed

This is useful for building supervision hierarchies. For example, a “Customer Support Lead” agent could manage several frontline support agents.

To add a manager, select from the list of available agents in your organisation.

Agent Teams membership

This section shows which teams this agent belongs to. Teams allow groups of agents to collaborate, delegate tasks, and communicate with each other based on defined rules.

You can add the agent to existing teams or remove it from teams directly from this section.

Assigned Users

Assigned users are the people in your organisation who have direct access to chat with this agent. When users are assigned:

• The agent appears in their sidebar for quick access
• They can start conversations with the agent directly

This is useful for restricting certain agents to specific departments or roles. For example, an HR agent might only be assigned to the management team.

Integrations

The integrations section has two parts:

Company-wide integrations (read-only)

These are integrations configured at the organisation level that are available to all agents. They appear as a read-only list so you can see what is connected. Examples include Gmail, Google Drive, or GitHub.

Agent-specific integrations

These are integrations enabled specifically for this agent. You can toggle which integrations the agent has access to, or configure new ones that only this agent will use.

For example, you might connect a simPRO integration only to your “Job Scheduler” agent, while keeping Gmail available to all agents.

See Tools Reference for a full list of integration tools available to agents.

Schedules

Schedules let you set up recurring tasks that the agent performs automatically on a timetable. For example:

• “Every Monday at 8am, check for overdue invoices and send a summary to the finance channel.”
• “Every day at 5pm, compile a report of today’s completed jobs.”

Each schedule defines:

• When — A recurring time (daily, weekly, specific days)
• What — The instruction the agent should carry out

Schedules run in the background. The agent executes the task and can send results to a channel, post to a knowledge base, or message another agent.

Channels

The channels section shows which communication channels this agent is connected to. Channels let your agent receive and respond to messages from external platforms:

• WebChat — Embed a chat widget on your website
• Slack — Respond in Slack channels or direct messages
• Telegram — Interact via a Telegram bot
• WhatsApp — Communicate through WhatsApp Business

You can enable or configure channels directly from this section. For detailed setup instructions, see the Channels guide.

Danger Zone

At the bottom of the agent detail page is the Danger Zone. This section contains destructive actions:

• Delete Agent — Permanently removes the agent, its conversation history, and all associated configuration. This action cannot be undone.

Deleting is permanent

Once you delete an agent, all its conversations, settings, and scheduled tasks are permanently removed. Make sure you no longer need the agent before proceeding.

Next steps

• Creating Agents — Go back to the basics of creating a new agent if you need a refresher.
• Agent Teams — Set up teams so your agents can collaborate and delegate tasks.
• Tools Reference — See the full list of tools your agent can use.
• Channels — Connect your agent to messaging platforms.
• Knowledge Bases — Give your agent access to company documents and data.