How to configure the Agent workflow
Learn how to configure the Agent workflow.
To configure the Agent workflow go to Configure > Agents > General settings to set up the workflow.
Salutation
Configure an initial Salutation and message, this will only appear with the Agent selector screen (when more than one Agent is available to a user).
Agent Disclaimer
The Agent disclaimer allows you to configure a friendly message that appears at the bottom of the Agent interface to remind end-users they are engaging with an AI Agent.
Agent selector workflow card
Configure exactly how you want the Agent workflow card to appear to end-users by changing the Title, Description, Button, Colors, and Image. Note this only appears when more than 1 workflow is showing on a Navigation tab.
Global Agent Configuration
For configuration across all Agents, there are 3 options which can be toggled on or off: