Configure an agent: sections and what applies instantly
What's in each section of your agent's page, and which changes apply immediately or need to be published.
In the product: AI agent →
Open AI & Automation → My Agents and click your agent. On the left you’ll see the Model card and, below it, the Settings sections. Each section shows whether its changes apply right away (Changes apply immediately) or need publishing (Requires publishing).
What applies instantly and what needs publishing
| What you change | Where | When it applies |
|---|---|---|
| Assign or remove a channel | Apps | Instantly |
| Turn an ability on or off, and its settings | Abilities | Instantly |
| Business data (locations, policies, accounts…) | Knowledge → Edit | Instantly, for all your agents |
| Which data categories this agent uses | Knowledge switches | When you publish |
| The AI model | Model card | Instantly if the agent has already been published; if not, when you publish |
| The workflow and the pickup payment rule | Work | When you publish |
| Style, answer length, emojis, and instructions | Voice | When you publish |
| Agent name and description | Pencil icon next to the name | Instantly |
| Products and services | Catalog (takes you to their pages) | Instantly |
In Knowledge, the header says Changes apply immediately, and that’s true for the data. The switches that decide which categories this agent uses are saved to the draft and need to be published.
The sections
- Apps: the agent’s channels (WhatsApp, Instagram, Facebook Messenger) and Google Calendar. Read Connect and assign your first channel.
- Work: the active workflow and its steps, plus Change what the agent handles. If you sell products for pickup, Pickup payment is here too. Read How workflows work.
- Catalog: shortcuts to Products and Services, showing how many services are ready.
- Voice: how the agent expresses itself. Read Voice and tone.
- Abilities (BETA): extra features you turn on one by one. Read Agent abilities.
- Knowledge: the business data the agent can use. Read Knowledge and policies.
- Governance: rules about which actions the agent takes on its own, and the email alert when someone asks for a person. For now, leave this section at its default values.
Guided configuration
The Guided configuration button, at the top of the agent page, opens the same wizard you used at the start so you can edit the draft. Your changes are saved to the draft as you edit, and you finish with Save draft changes. It doesn’t publish anything.
It’s the only place where you change:
- the Business context, what the agent should always remember;
- the Flat Shipping Rate and the Free Shipping Threshold amount.
Locations, bank accounts, and payment methods you change there apply immediately, because they’re data for your whole business.
Publish your changes
When there are pending changes, Unpublished changes appears at the bottom right. Click it to review them, then choose Review & Publish or Discard Changes.
When you publish, the agent is turned on if it meets all its requirements, even if you had turned it off before. Read Publish changes.