Configure your AI agents with comprehensive settings across multiple categories. Each tab provides specific controls to customize your agent's behavior, integrations, and capabilities.

Configuration Tabs

General Settings Agent Defaults Integrations API Keys Notifications Security Billing & Usage Identity & Persona Voice & Tone Model Override Tools & Capabilities Permissions

General Settings

Configure basic agent settings including organization name, language, and timezone.

General Settings - Basic agent configuration

Agent Defaults

Set default behaviors that apply to all agents unless overridden.

Agent Defaults - Default behavior settings

Integrations

Connect external services and tools to enhance agent capabilities.

Integrations - Connect external services

API Keys

Manage API keys for programmatic access to your agents.

API Keys - Manage API access

Notifications

Configure alert preferences and notification channels.

Notifications - Alert configuration

Security

Set up access controls, permissions, and security policies.

Security - Access controls and permissions

Billing & Usage

Monitor usage, costs, and manage billing settings.

Billing - Usage tracking and costs

Identity & Persona

Define agent personality, name, and character traits.

Identity - Agent personality configuration

Voice & Tone

Configure communication style and language preferences.

Voice & Tone - Communication style settings

Model Override

Select and configure AI models for your agents.

Model Override - AI model configuration

Tools & Capabilities

Enable and configure tools available to your agents.

Tools - Available agent capabilities

Permissions

Control what actions agents can perform.

Permissions - Access level configuration

Autonomous Triggers

Configure automated actions and trigger conditions.

Triggers - Automated action configuration

Working Hours

Set agent availability schedules.

Working Hours - Availability schedule

Handoff & Delegation

Configure when agents should escalate to humans.

Handoff - Human escalation settings

Error Handling

Configure fallback behaviors when errors occur.

Error Handling - Fallback configuration

Keep reading

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More ways to get help

These guides are the same ones that sit inside the app’s help center, next to the screens they describe. If you prefer to watch, the Marketing Titan Academy has short video courses recorded in the product. Signed in, you can also ask Darwin, the built-in assistant, to explain a screen or do the step for you. If something is not covered here, contact us and a person will answer.

Agent Settings Configuration