FeaturesAI Agents
Settings
A complete overview of the configurable options available for your AI agents.
The agent settings page is your central hub for managing everything about your agent. You'll find it by navigating to your agent in AI Employees and clicking into its settings. The Overview tab gives you a summary of the current configuration at a glance.
Configurable options
Here's a reference of all the settings you can adjust:
| Setting | Description | Where to find it |
|---|---|---|
| Name | The display name your team sees in the agent list | Overview tab |
| Description | A short summary of what the agent does | Overview tab |
| Category | The organizational category (e.g., Support, Research, Content) | Overview tab |
| Instructions | The core instructions that define the agent's role and behavior | Personality tab |
| Tone & style | Communication style, formality level, and response format | Personality tab |
| Tools | Which capabilities are enabled or disabled | Tools tab |
| Knowledge sources | Connected documents and data the agent can reference | Knowledge tab |
| Permissions | Who can use and manage the agent | Permissions tab |
| Scheduled tasks | Automated recurring tasks and their frequency | Scheduling tab |
| Memory | Conversation history and the option to clear it | Memory tab |
Overview tab
The Overview tab shows a snapshot of your agent's current state, including:
- Basic information (name, description, category)
- A quick summary of active tools and connected knowledge sources
- Recent activity, such as the last conversation or scheduled run
- A link to analytics for usage data
This is the best place to start when you want to check in on an agent or make quick updates.
You can reach any specific setting by clicking the relevant tab directly. The Overview tab is designed to give you the big picture — the detail tabs are where you make changes.