Agent Configuration Overview
Last updated: July 22, 2026
The agent configuration page is where you control how a Marketing Agent behaves, what it knows, how it appears to visitors, and how it is deployed.
Open an agent from Marketing Agent Configuration by selecting an agent card under Your Agents.
Main Tabs
Tab | Use it for |
|---|---|
Agent | Configure the agent's interaction mode, persona, instructions, work hours, handoff, CTAs, dynamic context, and lifecycle. |
Knowledge | Choose knowledge sources, slides, and videos the agent can use in conversations. |
Analysis and Actions | Configure post-call analysis, post-call actions, alerts, and CRM or marketing automation sync. |
Widget | Customize widget appearance, access, page targeting, domain whitelist, and behavior. |
Deploy | Copy deployment scripts, share standalone URLs, and configure access controls. |
Agent Tab Sections
The Agent tab includes the core behavior controls:
Interaction Mode
Persona
Agent Instructions
Work Hours
Agent-to-Human Handoff
Agent CTAs
Dynamic Context Ingestion
Archive Agent
Use these sections first when defining how the agent should speak, qualify visitors, route conversations, and respond to runtime context.
Preview Before Launch
Use Preview from the agent detail page before putting changes in front of visitors. Preview again after major edits to instructions, knowledge sources, CTAs, widget behavior, or deployment settings.
Recommended Configuration Order
Start in Agent and define the agent's purpose, interaction mode, persona, and instructions.
Add approved content in Knowledge.
Configure follow-up data and sync behavior in Analysis and Actions.
Customize visitor-facing behavior in Widget.
Complete deployment from Deploy.
Use Preview to review the experience before launch.
Troubleshooting
Issue | What to check |
|---|---|
You do not see all configuration tabs | Confirm you opened an agent card rather than staying on the Agents dashboard. |
The agent behavior is not matching expectations | Review Agent Instructions, Persona, and selected Knowledge sources. |
Deployment is not ready | Review the Widget and Deploy tabs before sending traffic to the agent. |