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AgentsBuilding an agentProfile tabProfile tab

Profile tab

The Profile tab defines who the agent is, how it behaves, what users see first, and who can find it in the workspace.

What you can do here

  • Choose an avatar or upload a custom image.
  • Set the required Agent Name and Description.
  • Generate or refine the description with AI.
  • Write or enhance the system instructions.
  • Set the welcome message and conversation starters.
  • Choose private or public workspace visibility.
Profile tab showing avatar, agent name, description, instructions, first impression, and visibility controls

Fields

FieldRequiredWhat it controls
AvatarNoThe visual identity shown on cards, chat headers, and previews.
Agent NameYesThe display name used across the builder, agent list, chat, and widget preview.
DescriptionYesThe short explanation users and admins use to understand the agent’s job.
Hidden profile slugGeneratedA URL-safe internal profile value created from the agent name.
InstructionsYesThe core prompt that tells the agent who it is, how to behave, and what rules to follow.
Welcome MessageNoThe first message users see when a new conversation starts.
Conversation StartersNoSuggested prompts displayed as clickable starting points.
Workspace visibilityYesWhether the agent is private or public to workspace members.

Write instructions

  1. Open Profile.
  2. Use Agent Name and Description to define the visible identity.
  3. Write the operating rules in Instructions.
  4. Include scope, tone, escalation rules, tool boundaries, and examples where needed.
  5. Click Save when the rest of the draft is ready.

Enhance instructions with AI

  1. Click Enhance with AI in the Instructions section.
  2. Review the current agent name and description shown in the dialog.
  3. Enter requirements for what the prompt should add, remove, or emphasize.
  4. Click Enhance Instructions.
  5. Review the generated prompt before saving.
Enhance Instructions dialog with agent context and a required requirements text area

Set the first impression

  1. Add a Welcome Message that tells users what the agent can help with.
  2. Add Conversation Starters for common first tasks.
  3. Remove starters that are too broad or not supported by the agent’s tools and knowledge.

Choose visibility

OptionWho can see the agentUse when
PrivateWorkspace admins, the creator, and explicitly added users.The agent handles sensitive work or is still being tested.
Public to workspaceEvery member of the workspace.The agent is ready for broad internal use.
Builder layout & workspaceName, description & avatar