Main app
A space holds your agents, files and plan. The Home link opens your active space; it does not choose an agent for you.
A file in Library is not automatically available to every agent. Attach the file or a suitable folder to the agent’s Knowledge. A visitor’s conversation attachment is a separate kind of upload.
Account and space settings
Select Profile Settings in the sidebar or avatar menu. You can also open Team settings, which opens that tab for your active space, then select the tab you need.
A Pro space plan and a subscription to an individual agent are separate purchases. Profile Settings does not contain a personal-name or account-photo editor.
Agent builder
Open Home, then select the intended agent. Within its builder, use Build, Design or Deploy for the area you need.Build: behavior, knowledge and profile
The description explains the agent to people; instructions guide how it answers. Start with its job and source facts before changing advanced settings.
Chat Preview can use credits. You can try an agent in the builder before making it public.
Design: visitor appearance
Open Design for website-chat appearance: theme, chat-window text, visible features and visitor-menu settings. Check the appearance preview, then select Save Changes after editing. Seeing an edit in the Design preview does not by itself confirm that it was saved for visitors.Deploy: sharing and publishing
The chat header’s Share menu is a separate collaboration-link flow. Use Share your agent with a link and QR code for the Deploy link and QR task.