Agent Settings

Agent settings let you control how your agent stores data, who can access it, and what safety measures are in place.

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Accessing Settings

1. Open any agent in Agent Creator
2. Go to the Settings section
3. Navigate between tabs for different configuration areas

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General Settings

Basic agent configuration:

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Sharing & Access

Control who can use your agent.

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Visibility Levels

When you publish, choose visibility:

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Managing Access

For restricted visibility:

1. Go to Settings > Sharing
2. Click Add Access
3. Search for users or groups
4. Select the access level
5. Save

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Access Requests

When users request access to your agent:

1. You’ll receive a notification
2. Go to Settings > Sharing > Requests
3. Review the request and message
4. Approve or deny

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Retention

Control how long data is kept.

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Conversation Retention

How long to keep chat history:

• Inherit from organization - Use org-wide default
• Custom - Set specific retention period (7-365 days)
• No limit - Keep indefinitely

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Document Retention

For uploaded files:

• Same options as conversation retention
• Applies to files attached in conversations

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Artifact Retention

For generated content (code, documents):

• Controls how long canvas artifacts are stored

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Memory

Configure how your agent remembers information.

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Session Memory

Remembers context within a conversation:

• Enabled by default for Light Agent and above
• Persists until conversation ends

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Long-term Memory

Remembers information across conversations:

• Available for Full Agent and Orchestrator profiles
• Stores facts, preferences, and context
• Searchable by the agent for relevant memories

To configure:

1. Go to Settings > Memory
2. Enable long-term memory
3. Set the maximum memories to recall (default: 50)
4. Save

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Model Settings

Advanced model configuration:

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Budget Limits

Control resource usage: See Runtime Safeguards for what happens when a budget is reached and the other built-in protections that don’t require configuration.

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Safety & Guardrails

Protect users and your organization.

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Input Guardrails

Filter incoming messages:

• Profanity filter - Block offensive language
• PII detection - Warn about personal information
• Topic restrictions - Block certain subjects

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Output Guardrails

Filter agent responses:

• Hallucination check - Flag uncertain claims
• Sensitive content - Block inappropriate responses
• Compliance check - Ensure regulatory adherence

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Action Approval

Require confirmation for sensitive operations: Configure per-tool or as a default for all tools.

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Channels

Configure how your agent is accessed.

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Web Chat

The default chat interface:

• Enabled by default
• Customizable welcome message
• Suggested prompts for users

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API Access

Programmatic access:

1. Enable API access in Settings > Channels
2. Copy the endpoint URL
3. Use your API key to authenticate

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Embeds

Embed the chat widget on websites:

1. Enable embedding
2. Configure allowed domains
3. Copy the embed code
4. Add to your website

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Danger Zone

Irreversible actions:

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Unpublish

Remove the agent from public access while keeping the draft:

1. Go to Settings > Danger Zone
2. Click Unpublish
3. Confirm

The agent becomes draft-only. Existing conversations are preserved.

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Delete

Permanently remove the agent:

1. Go to Settings > Danger Zone
2. Click Delete Agent
3. Type the agent name to confirm
4. Click Delete

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Next Steps