Identity Settings
Your core identity settings are configured in the Identity section under General in the agent editor. These settings control how the agent appears in your dashboard and demo links.Avatar
Upload an avatar image to visually identify your agent in the dashboard and in demo links shared with others.How to Upload
Open the agent editor
Select your agent from the AI Agents list
Image Specifications
| Property | Requirement |
|---|---|
| Format | PNG, JPEG/JPG, or WebP |
| File size | Maximum 5 MB |
| Image size | Recommended 200x200px minimum |
| Aspect Ratio | Square (1:1) |
The avatar is visible when you share demo links. Choose an image that represents your brand professionally.
Agent Name
The agent name identifies this agent across the dashboard, campaigns, reports, and demo links.Naming Best Practices
Customer-Facing Names
- “Acme Support”
- “Alex from Acme Sales”
- “Booking Assistant”
Internal Organization
- “Customer Support - Product Questions”
- “Outbound Sales - Lead Qualification”
- “Appointment Booking - Dental Clinic”
[Function] - [Specialty](e.g., “Support - Billing”)[Department] - [Agent Type](e.g., “Sales - Qualifier”)[Use Case] - [Language](e.g., “Booking - Spanish”)
Timezone
Set the timezone used for date/time tools and scheduling. This ensures your agent references the correct local time during conversations. Defaults to Europe/Vienna if not set.Tags
Expert Mode Add multiple tags to categorize agents by team, function, or any other criteria.Notes
Expert Mode Notes are not visible to callers or in demo links. Use notes to record:- The agent’s primary purpose and use case
- Which team or department owns it
- Any special configuration details worth remembering
Quick Reference
| Field | Purpose | Visible To | Mode |
|---|---|---|---|
| Avatar | Visual identification | Internal + Demo links | All |
| Name | Identify agent across platform | Internal + Demo links | All |
| Timezone | Date/time reference for tools | Internal only | All |
| Tags | Organize and filter agents | Internal only | Expert |
| Notes | Internal documentation | Internal only | Expert |
Next Steps
Agent Editor Overview
Explore all sections in the agent editor
Write Your Prompt
Define your agent’s conversational behavior