Creating and Customizing Agents

Last updated: May 20, 2025

Creating and Customizing Your ConvoDocs Agents

ConvoDocs agents are your AI-powered assistants. This guide will walk you through the process of creating a new agent and customizing its various settings to perfectly fit your needs.

Accessing Agent Creation

To create a new agent, navigate to the "Agents" section from the main dashboard and click the "Create New Agent" button. You'll then be guided through the initial setup.

Agent Settings Explained

Once your agent is created, you can access its settings page to fine-tune its behavior and appearance. The settings are typically organized into several tabs:

1. Basic Settings

This section covers the fundamental identity and conversational style of your agent.

  • Name and Description:
    • Name: A recognizable name for your agent (e.g., "Support Bot", "Sales Assistant"). This might be visible to users depending on your widget setup.
    • Description/Purpose: An internal note explaining the agent's primary role or the knowledge base it's connected to (e.g., "Handles Tier 1 support queries for Product X," "Provides information from the company FAQ and policy documents"). This helps you manage multiple agents.
  • Personality: Define the agent's conversational tone. Options often include:
    • Friendly: Warm, approachable, and uses conversational language.
    • Professional: Formal, direct, and focuses on clarity.
    • Casual: Relaxed and informal, suitable for less formal interactions.
    • Witty/Humorous: (Use with caution) Can inject light humor, but ensure it aligns with your brand.
    • Empathetic: Shows understanding and compassion in responses.

    The chosen personality influences word choice, sentence structure, and overall interaction style.

  • Response Style: Determine how the agent structures its answers.
    • Concise: Provides short, to-the-point answers.
    • Detailed: Offers comprehensive explanations and more context.
    • Conversational: Engages in a more natural, back-and-forth dialogue.
  • Maximum Response Length: Set a limit (e.g., in words or characters) for how long the agent's responses can be. This can be useful for maintaining brevity or ensuring detailed answers don't become overwhelming.
  • Temperature (Creativity): This is a more technical setting (often a slider or a numerical value, e.g., 0 to 1).
    • A lower temperature (e.g., 0.2) makes the agent's responses more focused, deterministic, and less random. It will stick closely to the information in its knowledge base.
    • A higher temperature (e.g., 0.8) allows for more creativity, randomness, and diversity in responses. This can make the agent seem more human-like but might also lead to less precise answers or occasional off-topic remarks. Start with a lower to medium temperature for most factual Q&A agents.

2. Widget Customization

This section allows you to control the visual appearance and placement of the chat widget that users will interact with on your website.

  • Theme: Typically "Light" or "Dark" mode to best match your website's design.
  • Colors:
    • Primary Color: Used for key elements like buttons, an active agent avatar, or highlights.
    • Secondary Color: Used for accents or less prominent interactive elements.
    • Text Color: The color of the text within the chat.
    • Background Color: The background color of the chat widget itself.

    Ensure good contrast for accessibility.

  • Custom Icon: Upload your own icon (e.g., company logo, a friendly avatar) to represent the chat widget on your page.
  • Position on Page: Common options include "Bottom Right", "Bottom Left", "Top Right", "Top Left". Choose what's least intrusive yet easily accessible on your site.
  • Header Text/Title: The text displayed at the top of the chat widget (e.g., "Chat with Us", "Ask ConvoDocs", your agent's name).
  • Placeholder Text: The initial text shown in the user's input field (e.g., "Type your question here...").

3. Feedback Settings

Configure how your agent collects feedback on its responses, which is crucial for improvement.

  • Enable/Disable Feedback Collection: Toggle whether users are prompted to give feedback (e.g., thumbs up/down, star rating) after a response.
  • Make Feedback Required: (Use sparingly) If enabled, users might be required to provide feedback before continuing or closing the chat. This can increase feedback rates but may also annoy some users.
  • Customize Feedback Prompts: Change the questions asked when collecting feedback (e.g., "Was this helpful?", "How would you rate this answer?").
  • Set Thank You Messages: Customize the message shown to users after they submit feedback.

4. Security & Access

Control where and how your agent can be accessed.

  • Allowed Domains: Specify the exact website domains where your chat widget is permitted to operate. This prevents unauthorized embedding of your widget on other sites. (e.g., www.yourwebsite.com, help.yourwebsite.com)
  • Enable/Disable Localhost Access: Allow or disallow the widget to function on localhost for development and testing purposes. Remember to disable this for production agents if not needed.
  • Similarity Threshold for Responses: (Advanced) This setting helps control how closely a user's query must match content in the knowledge base for the agent to provide an answer. A higher threshold means the agent will only answer if it's very confident. A lower threshold might make the agent answer more often but with potentially less relevant information.
  • Rate Limiting: Configure how many messages a single user can send within a certain time frame to prevent abuse.

Best Practices for Agent Configuration

  • Start with a Clear Purpose: Before creating an agent, define its specific role and the audience it will serve. This will guide all your configuration choices.
  • Match Personality to Your Brand: The agent's tone should be an extension of your brand's voice. A mismatch can be jarring for users.
  • Iterate and Test Response Styles: Experiment with different response styles and temperature settings. Test thoroughly to see how the agent responds to various types of queries.
  • Actively Monitor Feedback: Regularly review the feedback users provide. It's an invaluable resource for identifying areas where the agent (or its knowledge base) needs improvement.
  • Keep Knowledge Updated: An agent is only as good as its knowledge base. Ensure the information it relies on is current and accurate.
  • Inform Users it's an AI: Transparency is key. Make it clear to users that they are interacting with an AI agent.

By carefully configuring these settings, you can create highly effective ConvoDocs agents that provide significant value to your users and your business.

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