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The General tab allows you to configure the core settings of your AI agent, including identity, behavior, and default interaction parameters.
General Settings Tab

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Basic Settings

  • Agent Title: Defines the name of your AI agent as it appears across the platform and in interactions.
  • Organization: Assigns the agent to a specific organization for management, billing, and access control.

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Location & Contact Settings

  • Timezone: Sets the default timezone used for all date and time-related operations (e.g., scheduling, timestamps, availability).
  • Phone Number: Assigns a phone number to enable voice interactions and call handling for the agent.

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Large Language Model Settings

Large Language Model Settings allow you to configure how the agent generates responses, reasons through tasks, and communicates with users.
  • Large Language Model: Selects the AI model that powers the agent’s responses and reasoning capabilities.
  • API Version: Defines which API version is used for LLM requests. This can affect supported parameters, response behavior, and available model features.
  • Temperature: Adjusts response creativity. Higher values make responses more creative and varied, while lower values make responses more consistent and deterministic.
  • Reasoning Effort: Controls how much reasoning the model applies before generating a response. Higher effort can improve complex task handling but may increase response time and cost.
  • Verbosity: Controls how detailed the model’s responses should be. Lower values produce shorter answers, while higher values generate more expanded and detailed responses.
  • Web Search: Enables or disables web search capability for the model, when supported. This allows the agent to retrieve fresh or external information during conversations.

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Welcome Message

  • Welcome Message: Defines the first message users see when starting an interaction with the agent.

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Prompt Instruction

  • Prompt Instruction: Defines the core behavior, personality, and rules of the AI agent.
  • Controls how the agent communicates, what it is allowed to do, and how it handles different scenarios.
  • Used to enforce constraints (e.g., no hallucination, use only provided data).
  • Guides data collection, conversation flow, and response style.

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Dynamic Variables (@)

You can use dynamic variables inside the prompt by typing @ and selecting from the available options. These variables allow you to inject real-time data into the prompt. Examples of commonly used variables:
  • @Full Date: Inserts the current date.
  • @Time 12-hour: Inserts the current time in 12-hour format.
  • @Time 24-hour: Inserts the current time in 24-hour format.
  • @Current Day of Week: Inserts the current weekday.
  • @Next Day of Week: Inserts the next weekday relative to the current date.
  • @Conversation Type: Provides the current interaction type (Chat, Call).
  • @Timezone: Returns the configured timezone.
  • @Language: Returns the current conversation language.
  • @Language Code: Returns the language code of the current language.
  • @Flow Prompt: Inserts the prompt configured for the current flow.
  • @Category Prompt: Inserts the prompt configured for the selected category.
  • @If Statement: Inserts a conditional expression for dynamic content rendering.
These variables help make the agent more context-aware and enable dynamic, time-sensitive behavior.

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Notes

  • The Prompt Instruction is the most important setting and directly impacts agent performance.
  • The Temperature setting should be lower for structured tasks (e.g., booking) and higher for creative conversations.
  • Dynamic variables (@) should be used when the agent needs real-time context (e.g., date, time, or interaction type).
  • Ensure the Timezone is correctly set to avoid issues with scheduling and time-based logic.