Agent

Tune how the agent thinks and sounds. These instructions shape every drafted reply, qualification, and classification — saved changes apply immediately, no deploy.

Auto-reply — when on, the agent sends replies automatically (except threads you’ve taken over). When off, it only drafts.

Agent name

Profile — identity & voice

Who the agent is and how it should sound.

Instructions — goals & rules

What the agent should do: goals, qualification criteria, dos and don’ts.