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Manage knowledge sourcesCrawl a websiteCrawl a single pageAdd files as knowledgeAdd Q&A pairsUse Notion as a sourceRetrain knowledgeSchedule Auto-RetrainConfigure retrievalTest in PlaygroundConfigure general settingsConfigure chat settingsCustomize widget appearanceSecure public accessAdd a custom domainConfigure webhooks
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    Build your agent

    Configure general settings

    Set an agent’s primary model, instructions, public widget availability, avatar, allowed domains, and deletion state.

    Open Settings → General to configure the agent's saved identity and customer-facing defaults. Reading the page needs agent-view access. Changing a setting needs agent-edit access. The controls on this page save in different ways. Before you leave the page, confirm which action you used.

    Save the main configuration

    The General Settings card and the Allowed Domains card each have their own Save Changes button. The General Settings button saves Agent Name, Model, System Instruction, and Public. The Allowed Domains button saves only the domain list. When an agent has no saved model, the model defaults to GPT-5.2. When no value is saved, the General form shows Public as enabled. If you create a new dashboard agent, save the page to keep the Public value for the external widget. The System Instruction sets the role and behavior of the agent. To change facts, use Sources.

    The Agent Name field holds 200 characters. The input stops at that count, so a longer name cannot be typed or pasted in. The server applies the same bound. It trims invisible characters such as spaces and zero-width characters from both ends, then saves the trimmed name. A name with no visible character is refused, as is a name that contains a null character or a bidirectional control character. The Create agent dialog uses the same rule.

    When Public is disabled, the external embed widget does not render. Authenticated dashboard and API paths stay enabled. Under Allowed Domains, enter one bare hostname per line, such as example.com, to restrict external embedding. The dashboard refuses to save a list with an entry that has a scheme, a path, a port, a *. wildcard, or a space, and shows Enter a domain like example.com, not a URL or free text. To allow all domains, leave the field blank. A listed domain also covers its subdomains. For example, a listed entry for example.com also allows subdomains of example.com.

    Manage the avatar

    Avatar upload and removal happen immediately. They do not depend on Save Changes. Upload an image file under 4 MB. The recommended size is a square image of at least 200 by 200 pixels.

    Schedule deletion safely

    Only administrators can access the Danger Zone. To delete an agent, enter its exact name. The system schedules the deletion for 30 days later, not at once. Before you schedule deletion to hide an experiment, check its active channels and source ownership.

    While an agent waits for deletion

    The agent stays open for the whole 30-day window. Every Settings tab shows an Agent scheduled for deletion banner with the deadline date. All members see the banner. Only an administrator sees the Cancel Deletion button in it, because only an administrator can cancel. The Danger Zone is hidden while the agent waits, so this banner is the only way to stop the deletion.

    Saving is disabled for the whole window. Save Changes is disabled on General, Chat, Appearance, and Security. Avatar upload and removal are disabled with it. The server refuses each of these writes for a scheduled agent, so the page shows the control as disabled instead of failing the save. Custom Domain has no such control and stays readable. The Webhooks page opens, but its managed portal is unavailable until an administrator cancels the deletion.

    Channel test actions are unavailable during this window. A test email or test Slack message is refused until an administrator cancels the deletion.

    After the deadline passes, the agent is no longer readable, and the page reports that the agent was not found. Cancel the deletion before the deadline if you want to keep the agent.

    For opening behavior, see Chat settings. For public access controls, see Security.

    Test in Playground

    Test an agent’s saved configuration with temporary model and prompt changes, then save the change that works.

    Configure chat settings

    Control how new conversations open, which prompts customers can select, and how voice input behaves.

    On this page

    Save the main configurationManage the avatarSchedule deletion safelyWhile an agent waits for deletion