Agent Settings

Configure retention, sharing, memory, and safety controls

Agent settings let you control how your agent stores data, who can access it, and what safety measures are in place.

Accessing Settings

1. Open any agent in Agent Creator
2. Go to the Settings section
3. Navigate between tabs for different configuration areas

General Settings

Basic agent configuration:

Setting	Description
Name	Display name for the agent
Description	What the agent does
Category	Organizational category
Tags	Keywords for discovery
Icon	Visual identifier

Sharing & Access

Control who can use your agent.

Visibility Levels

When you publish, choose visibility:

Level	Who Can Access
Private	Only you
Organization	Anyone in your organization
Public	All platform users
Restricted	Specific users or groups you choose

Managing Access

For restricted visibility:

1. Go to Settings > Sharing
2. Click Add Access
3. Search for users or groups
4. Select the access level
5. Save

Access Requests

When users request access to your agent:

1. You’ll receive a notification
2. Go to Settings > Sharing > Requests
3. Review the request and message
4. Approve or deny

Retention

Control how long data is kept.

Conversation Retention

How long to keep chat history:

• Inherit from organization - Use org-wide default
• Custom - Set specific retention period (7-365 days)
• No limit - Keep indefinitely

Document Retention

For uploaded files:

• Same options as conversation retention
• Applies to files attached in conversations

Artifact Retention

For generated content (code, documents):

• Controls how long canvas artifacts are stored

Retention settings affect only future data. Existing data follows the policy that was active when it was created.

Memory

Configure how your agent remembers information.

Session Memory

Remembers context within a conversation:

• Enabled by default for Light Agent and above
• Persists until conversation ends

Long-term Memory

Remembers information across conversations:

• Available for Full Agent and Orchestrator profiles
• Stores facts, preferences, and context
• Searchable by the agent for relevant memories

To configure:

1. Go to Settings > Memory
2. Enable long-term memory
3. Set the maximum memories to recall (default: 50)
4. Save

Long-term memory works best when you instruct the agent on what’s worth remembering. Add guidance in your Instructions.

Model Settings

Advanced model configuration:

Setting	Description
Model	Primary AI model to use
Fallback Models	Backup models if primary fails
Temperature	Creativity level (0 = deterministic, 1 = creative)
Max Tokens	Limit on response length

Budget Limits

Control resource usage:

Limit	Description
Max Turns	Maximum back-and-forth in agentic loop
Token Budget	Maximum tokens per conversation
Tool Call Budget	Maximum tool calls per conversation

Safety & Guardrails

Protect users and your organization.

Input Guardrails

Filter incoming messages:

• Profanity filter - Block offensive language
• PII detection - Warn about personal information
• Topic restrictions - Block certain subjects

Output Guardrails

Filter agent responses:

• Hallucination check - Flag uncertain claims
• Sensitive content - Block inappropriate responses
• Compliance check - Ensure regulatory adherence

Action Approval

Require confirmation for sensitive operations:

Policy	Behavior
Auto	Tools execute automatically
Always Ask	User confirms every tool call
Ask External	Confirm calls to external services
Ask First	Confirm first call, then auto

Configure per-tool or as a default for all tools.

Channels

Configure how your agent is accessed.

Web Chat

The default chat interface:

• Enabled by default
• Customizable welcome message
• Suggested prompts for users

API Access

Programmatic access:

1. Enable API access in Settings > Channels
2. Copy the endpoint URL
3. Use your API key to authenticate

Embeds

Embed the chat widget on websites:

1. Enable embedding
2. Configure allowed domains
3. Copy the embed code
4. Add to your website

Danger Zone

Irreversible actions:

Unpublish

Remove the agent from public access while keeping the draft:

1. Go to Settings > Danger Zone
2. Click Unpublish
3. Confirm

The agent becomes draft-only. Existing conversations are preserved.

Delete

Permanently remove the agent:

1. Go to Settings > Danger Zone
2. Click Delete Agent
3. Type the agent name to confirm
4. Click Delete

Deletion is permanent. All conversations, test cases, and analytics data will be lost.

Next Steps

Publish your agent

Make your agent available to others

View analytics

See how users interact with your agent