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The agent starts working as soon as the snippet is installed. These are the settings you can change yourself. Everything here is under Product settings → Sales Agent.

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General → Conversation

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Goal

Pick what the agent should be driving every conversation toward:
Which goals appear depends on your account type, so you may not see all four. Drive online purchase needs checkout, and Connect to a dealer is for multi-store setups.
This is the highest-leverage setting on the page. It changes what the agent treats as a good outcome.

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Smart replies

Author your own answers for questions you want handled a specific way. Add, edit, and delete them from the Smart replies card. Use them where the exact wording matters, such as a warranty exclusion or a policy you want stated precisely. See smart replies.

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General → Identity

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Sales Agent name

A single text field: the name buyers see in chat and SMS. For example, Julian. Required, and up to 50 characters.

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Personality

Four settings that shape how the agent sounds:
Response length is the one buyers notice most. Concise suits SMS-heavy stores; Thorough suits considered purchases where buyers ask detailed spec questions.

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Capabilities

Turn individual abilities on or off:

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The other tabs

Website

Widget appearance, launcher, and chat experience, per domain.

SMS

Turn the text channel on.

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Settings owned elsewhere

Three things the agent relies on live outside its own settings page:

Business hours

Account → Business details

Knowledge documents

Resource settings → Knowledge

CRM forwarding

Resource settings → Integrations