> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ekho.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up your agent

> The settings you control, and where to find them.

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**.

## General → Conversation

### Goal

Pick what the agent should be driving every conversation toward:

| Goal                      | The agent works toward                      |
| ------------------------- | ------------------------------------------- |
| **Drive online purchase** | Completing a sale in checkout               |
| **Book an appointment**   | Getting the buyer on your calendar          |
| **Connect to a dealer**   | Handing the buyer to the right store        |
| **Provide information**   | Answering well, without pushing a next step |

<Note>
  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.
</Note>

This is the highest-leverage setting on the page. It changes what the agent treats as a good outcome.

### 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](/sales-agent/knowledge/smart-replies).

## General → Identity

### Sales Agent name

A single text field: the name buyers see in chat and SMS. For example, `Julian`.

Required, and up to 50 characters.

### Personality

Four settings that shape how the agent sounds:

| Setting             | Options                                                                             |
| ------------------- | ----------------------------------------------------------------------------------- |
| **Gender**          | Male, Female                                                                        |
| **Response length** | Concise (short, to the point), Balanced, Thorough                                   |
| **Regional voice**  | Neutral (no regional flavor), Southern, Midwestern, Northeast, West Coast, Canadian |
| **Emoji usage**     | On or off                                                                           |

<Tip>
  **Response length** is the one buyers notice most. Concise suits SMS-heavy stores; Thorough suits considered purchases where buyers ask detailed spec questions.
</Tip>

## Capabilities

Turn individual abilities on or off:

| Capability                    | Notes                             |
| ----------------------------- | --------------------------------- |
| **Pre-qualification**         | Also set a **minimum FICO score** |
| **Instant trade-in estimate** |                                   |
| **Shipping fees**             | Lets the agent quote shipping     |
| **Booking**                   | Configure your appointment types  |

## The other tabs

<CardGroup cols={3}>
  <Card title="Website" icon="globe" href="/sales-agent/agent/appearance">
    Widget appearance, launcher, and chat experience, per domain.
  </Card>

  <Card title="SMS" icon="comment-sms" href="/sales-agent/channels/sms">
    Turn the text channel on.
  </Card>
</CardGroup>

## Settings owned elsewhere

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

<CardGroup cols={3}>
  <Card title="Business hours" icon="clock" href="/sales-agent/get-started/business-hours">
    Account → Business details
  </Card>

  <Card title="Knowledge documents" icon="book" href="/sales-agent/knowledge/overview">
    Resource settings → Knowledge
  </Card>

  <Card title="CRM forwarding" icon="arrow-right-arrow-left" href="/sales-agent/integrations/overview">
    Resource settings → Integrations
  </Card>
</CardGroup>