Edit your setup from AI Config
Learn how to modify your AI agent configuration after onboarding using the AI Config wizard, including draft behavior and the immediate product catalog exception.
After onboarding: the AI Config wizard
Once you complete the onboarding wizard and publish, the onboarding wizard closes permanently. But you can still change any aspect of your AI agent configuration at any time using the AI Config wizard.
The AI Config wizard is accessible from the sidebar navigation in the Interlinked panel at AI Config (or Configuración IA in Spanish).
Screenshot: The panel sidebar highlighting the AI Config navigation item
How AI Config differs from onboarding
The AI Config wizard contains the same configuration steps as the onboarding wizard but with important differences:
| Feature | Onboarding wizard | AI Config wizard |
|---|---|---|
| Navigation | Linear only (Continue/Go Back) | Free-form with sidebar navigation |
| Step jumping | Not allowed | Click any step in the sidebar to jump directly to it |
| When it appears | Automatically on first sign-in | Accessible from sidebar menu any time |
| Publish behavior | Creates the initial live configuration | Updates the existing live configuration |
| Draft/Discard | Implicit (everything is a draft until publish) | Explicit draft mode with Discard button |
Free-form navigation
Unlike the onboarding wizard’s linear flow, the AI Config wizard provides a sidebar that lists all configuration steps. You can click any step to jump directly to it — no need to navigate through every previous step.
This makes it easy to update a single setting (like adding a new store location or changing your greeting message) without stepping through the entire configuration.
Draft and discard
When you make most configuration changes in the AI Config wizard:
- Changes are saved as a draft until you click Publish.
- If you decide you do not want to keep your changes, click Discard to throw away the draft and revert to the last published configuration.
- Your live AI agent continues using the last published configuration while you are editing the draft.
Tip
Use the draft/discard model to experiment safely. You can try different communication styles, add qualification questions, or change workflows without affecting your live AI until you are ready to publish.
Product catalog exception
Product uploads and catalog actions are immediate. They are not saved as draft AI Config changes. If you upload, replace, add, or clear products from the Products step, the live catalog updates as soon as the action completes.
Common post-onboarding changes
Here are the most common reasons to use the AI Config wizard:
- Update your product catalog — Re-upload a CSV/Excel file with new products or updated prices. You can also manage products from Products; catalog changes apply immediately.
- Change your workflow — Switch from retail to service (or vice versa) if your business model evolves.
- Add a new channel — Connect WhatsApp, Instagram, or Messenger channels you did not set up during onboarding.
- Modify your greeting message — Update the opening line based on seasonal promotions or feedback.
- Update business context — Add new rules, policies, or instructions as your business grows.
- Adjust calendar availability — Change your available days, hours, or add date exceptions.
What to do next
To learn about additional configuration options available in the AI Config wizard, see Advanced settings and policies. For catalog-specific behavior, see Upload a product catalog.
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