Agent settings

The Settings page groups the four cards that control agent behavior: Rollout, Handoff, Follow-up, and AI audience.

What you'll do

• Enable or disable the agent on this phone.
• Configure human handoff behavior.
• Set how the agent follows up after a conversation.
• Restrict AI responses to an allowlist when needed.

Step-by-step

1. Open Settings from the sidebar.
2. Edit the Rollout card:
   • Toggle Enabled on to activate the agent for real traffic.
   • Click Save.
3. Edit the Handoff card:
   • Configure the thresholds that trigger a hand-off to a human.
   • Click Save.
4. Edit the Follow-up card:
   • Set the follow-up interval.
   • Click Save.
5. Edit the AI audience card:
   • Choose one of the two options:
     • Everyone, the agent responds to any consumer message.
     • Allowlisted only, the agent only responds to consumers whose phone numbers are on the allowlist.
   • If you pick Allowlisted only, make sure the allowlist has at least one entry.
   • Click Save.

Good to know

Each card has its own Save button. Changing values in one card and saving another has no effect; save the card you edited.

Troubleshooting

• Save button is greyed out, the form does not see any changes. Modify a field, or leave the page and come back if state seems stuck.
• The rollout toggle appears off after saving, refresh the page. If it still shows off, check the dev drawer for the failed request.
• AI audience value is rejected, only Everyone and Allowlisted only are valid choices; make sure you picked one of them.