Agents

Configure an agent's identity

Define a recognizable name, description, and purpose.

Updated August 3, 2026 Β· 6 min

Separate identity from behavior

The name identifies the agent in Studio, the description explains its purpose to the team, and the instructions govern how it responds.

Identity configuration in the builder

Choose a useful name

Use a short, specific name such as Spain sales assistant. Avoid generic names such as Bot 1.

Write an operational description

Summarize the audience, objective, and main boundary:

Answers customer questions about the sales catalog and routes quote requests to the sales team.

After creating the agent, edit these fields under Agent > Studio > Configuration and select Save changes.