Configure Agent Behavior

Agent Configuration Overview

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Understanding Agent Interaction Modes: Voice & Text vs Text Only

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Configuring Persona, Greeting, and Avatar

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Setting Up Work Hours and Availability

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Configuring Agent-to-Human Handoff

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Setting Up Agent CTAs

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Connecting an External Meeting Scheduler to Your Agent

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Setting Up Dynamic Context Ingestion

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Archiving and Managing Agent Lifecycle

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CTA Behavior Reference

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Controlling Widget Behavior Outside Work Hours

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Setting Up Slack Handoff Notifications

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Setting Up Microsoft Teams Handoff Notifications

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Dynamic Context Variable Reference

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Connecting RevenueHero or Calendly to Your Agent

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Editing Agent Behaviour with Prompt Studio

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Intelligent Routing for Docket Marketing Agent Meetings

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Setting Up Demo Agent for Live Product Demos

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