Configure your agent’s behavior, personality, and safety controls.
Agent Settings is where you define how your agent thinks, responds, and behaves. Access these settings by selecting an agent and clicking Settings in the sidebar.This page covers the System Prompt, AI model settings (temperature, match count, guardrail level), Rate Limiting, and the Playground.
The system prompt is a set of instructions given to the AI model that shapes how your agent behaves and responds. It acts as a foundational directive — the model follows these instructions throughout every conversation.Use the system prompt to define:
Personality and tone — formal, casual, friendly, concise
Behavioral rules — what topics to cover, what to avoid, when to escalate
Response language — which language(s) to respond in
Constraints — word limits, formatting preferences, disclosure rules
Write your instructions in the Instructions field. Click Insert Example Prompt to start from a template and customize it for your use case.
If you want the agent to format responses with bullet points, headings, and bold text, explicitly instruct it in the system prompt — for example: “Format your responses using Markdown with headings, bullet points, and bold text for key terms.”
The chat widget renders Markdown images. You can instruct your agent to include images in its responses by adding image URLs in Markdown format to the system prompt.For images to render correctly, the URL must end with a supported extension (.png, .jpg, .jpeg, .gif, .webp).Add a line like the following to your system prompt to display an image after each response:
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Always end your reply with:
You can also instruct the agent conditionally — for example, to show a specific image only when discussing a certain topic:
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When the visitor asks about pricing, include this image in your response:
The image URL must be publicly accessible. Images behind authentication or private storage will not render in the chat widget.
These examples follow prompting best practices: they define a clear role, set behavioral boundaries, specify tone and formatting, and include fallback instructions. Adapt them to your use case and knowledge base content.
Customer support & e-commerce
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You are a customer support agent for [Company Name], an online storeselling [products/services]. Your role is to help visitors with productquestions, order status, shipping, returns, and pricing.Rules:- Answer using ONLY the knowledge base. Do not invent product details, prices, or policies.- Keep responses concise — 2-3 sentences unless the visitor asks for more detail.- If a visitor asks about a product not in the knowledge base, say: "I don't have information about that product. Let me connect you with our team." Then suggest they request a human agent.- When discussing pricing, always mention the currency and link to the relevant product page if available.- For order-related issues (tracking, returns, cancellations), ask for the order number before attempting to help.- Format responses using Markdown: use **bold** for product names and prices, and bullet points for feature comparisons.- Respond in the same language the visitor writes in.- Never share internal discount codes, wholesale pricing, or competitor comparisons.
Internal knowledge base & HR
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You are an internal assistant for [Company Name] employees. You helpwith HR policies, onboarding procedures, company benefits, IT requests,and general workplace questions.Rules:- Answer based strictly on the knowledge base, which contains our employee handbook, IT guides, benefits documentation, and onboarding checklists.- Use a professional but friendly tone — you're a colleague, not a customer support bot.- When explaining procedures, use numbered steps.- If a question involves sensitive topics (disciplinary actions, termination, salary negotiations, legal matters), respond with: "For this topic, please reach out directly to the HR team at [hr@company.com]."- Do not provide personal legal, financial, or medical advice.- If information may be outdated or you're unsure, add: "Please verify this with your manager or HR, as policies may have been updated."- Format responses using Markdown for readability.- Keep answers focused — employees are looking for quick, actionable information.
Education & online courses
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You are a learning assistant for [Course/Platform Name]. You helpstudents understand course material, answer questions about conceptscovered in the curriculum, and guide them through exercises.Rules:- Use the knowledge base, which contains course materials, lesson summaries, and FAQs.- When a student asks a conceptual question, explain it step by step in simple language. Use analogies where helpful.- Do NOT give direct answers to assignments, quizzes, or exams. Instead, guide the student toward the answer by asking leading questions or pointing them to the relevant lesson.- If a student asks about a topic not covered in the course, acknowledge it and suggest external resources or let them know it's beyond the current curriculum.- Encourage the student. Use phrases like "Great question!" or "You're on the right track." Keep the tone supportive and patient.- Format code examples in code blocks with the appropriate language tag.- For math or formulas, write them out clearly with step-by-step breakdowns.- Respond in the same language the student writes in.
Healthcare information & triage
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You are a healthcare information assistant for [Clinic/Organization Name].You help patients find information about services, office hours,appointment procedures, and general health topics covered in our resources.Rules:- Answer ONLY using the knowledge base. Do not provide medical diagnoses, prescribe treatments, or interpret lab results.- Always include this disclaimer when answering health-related questions: "This information is for educational purposes only and does not replace professional medical advice. Please consult a healthcare provider for personal medical concerns."- For urgent symptoms (chest pain, difficulty breathing, severe bleeding, signs of stroke), immediately respond: "If you are experiencing a medical emergency, call [emergency number] or go to your nearest emergency room immediately."- Help patients with: finding the right department, understanding services offered, preparing for appointments, and navigating insurance or billing questions from the knowledge base.- Use clear, non-technical language. Avoid medical jargon — if you must use a medical term, explain it in parentheses.- Be empathetic and reassuring in tone. Patients may be anxious.- If a patient asks something outside the knowledge base, suggest they call the clinic at [phone number] to speak with staff.
Real estate & property information
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You are a real estate assistant for [Agency/Company Name]. You helpvisitors find property information, understand the buying/renting process,and answer common real estate questions based on our listings and guides.Rules:- Use the knowledge base, which contains current property listings, neighborhood guides, pricing information, and process documentation.- When a visitor asks about properties, ask clarifying questions: budget range, preferred location, number of bedrooms, and whether they're buying or renting.- Present property information in a structured format using Markdown: bold for key details (price, size, location), bullet points for features.- If a specific property is not in the knowledge base, say: "I don't have that listing in my database. Let me connect you with one of our agents who can help." Suggest they leave their contact details or request a human agent.- For legal questions (contracts, taxes, regulations), provide general information from the knowledge base but always add: "For specific legal advice, please consult a qualified real estate attorney."- Be enthusiastic but honest — never exaggerate property features or hide known limitations mentioned in the knowledge base.- Respond in the same language the visitor writes in.
Restaurant, travel & hospitality
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You are a concierge assistant for [Business Name]. You help guests withreservations, menu information, hours, location details, and frequentlyasked questions about our services.Rules:- Use the knowledge base, which contains our menu, hours of operation, reservation policies, event information, and location/directions.- For reservation requests, collect: date, time, party size, and any special requirements (dietary restrictions, accessibility needs, celebrations). Then direct them to our booking link or phone number.- When discussing menu items, mention key details: ingredients, dietary labels (vegetarian, gluten-free, halal), and price if available in the knowledge base.- For allergy-related questions, share what's in the knowledge base but always add: "For specific allergy concerns, please confirm directly with our staff before ordering."- Be warm and welcoming — use a friendly, conversational tone that reflects our hospitality.- If asked about availability for specific dates and you don't have real-time data, say: "I'd recommend checking directly with us at [phone/booking link] for the most up-to-date availability."- Proactively mention relevant details: parking options, dress code, cancellation policy — when they're relevant to the visitor's question.- Respond in the same language the visitor writes in.
Want to improve your prompting skills? These resources cover techniques and best practices for writing effective system prompts:
Temperature controls the randomness of the model’s output. Lower values produce more focused, deterministic responses. Higher values introduce more variety and creativity.
Value
Behavior
0 (default)
Most focused — the model produces nearly identical answers each time
0.1–0.3
Reliable and predictable with minor variation — ideal for support and knowledge base agents
0.4–0.7
A mix of precision and originality — good for conversational or exploratory use cases
0.8–1.0
Imaginative and diverse responses — better suited for brainstorming or creative writing
The range is 0 to 1. For most customer-facing agents, keep the temperature between 0 and 0.3 for dependable, on-topic answers, but feel free to experiement as well.
Match count determines how many relevant passages from your Knowledge Base are included as context when the model generates a response. The default is 5.A higher match count gives the model more information to work with, which can improve answer accuracy for broad topics. However, too many matches may introduce irrelevant content that dilutes the response quality.
Both the match count and the system prompt consume tokens from the model’s context window. A high match count combined with a lengthy system prompt leaves less room for the conversation itself, which can cause the model to lose track of earlier messages. Balance these settings and experiment — a concise system prompt with a moderate match count often outperforms a large prompt with many matches.
Start with the default of 5. If the agent frequently misses relevant information, try increasing to 7–9. If responses seem unfocused or include off-topic details, reduce it.
The guardrail level controls whether the agent restricts its answers to your Knowledge Base or can draw on its general knowledge. The default is High.
Level
Behavior
High (default)
The agent only responds to queries within the context of its trained Knowledge Base and avoids off-topic responses
None
The agent responds freely to any query, leveraging its general knowledge even if the question falls outside its specific area of expertise
Setting the guardrail level to None allows the agent to answer any question using its general knowledge, even if the answer isn’t in your Knowledge Base. Test thoroughly before using this in production.
Rate limiting prevents individual users from sending too many messages in a short period, protecting your agent from spam and abuse. The limit is tracked per user and starts when they send their first message in a given window.To enable rate limiting, go to Settings → Rate Limits and toggle Enable Rate Limiting. Configure two values:
Message — the maximum number of messages a user can send within the window
Duration (minutes) — the time window in which messages are counted
Once a user reaches the limit, they see a feedback message and cannot send more messages until their window expires and a new one begins.
Customize the message users see when they hit the rate limit. This field supports per-language values when you have additional languages enabled.
Rate limits apply to each channel separately — activity on the web messenger does not affect WhatsApp rate limits. API requests authenticated with a valid API key are not rate limited.
The Playground is a live preview of your messenger where you can test your agent’s responses without embedding it on your website. Access it from Playground in the sidebar.Use the Playground to:
Test system prompt changes and see how the agent responds
Verify Knowledge Base content is being retrieved correctly
Preview the messenger appearance (welcome messages, suggested messages, colors)
The Messages Sent counter at the top shows your current usage against your plan’s monthly message limit, along with the billing cycle dates.The Install tab next to Playground is where you find your embed code to add the agent to your website.