--- title: "Agents" url: "/agents" description: "What an agent is, how it is configured, and what each tab in the agent editor controls." productArea: agents audience: ["business-user"] tags: ["agents"] lastReviewed: 2026-09-11 --- # Agents (/agents) An agent combines an identity, a model, skills, tools, knowledge sources and safety guardrails into one deployable unit. Agents are configured entirely in the dashboard — creating or changing one requires no code. An agent's name and description are internal — used for the dashboard's agent list, for routing and delegation, and as system context the model sees. What a customer sees on the widget's welcome screen is a separate, optional field; see [the web widget](/channels/web-widget#configuration). ## Managing agents [#managing-agents] In the dashboard at [app.klicforge.ai](https://app.klicforge.ai): * **List agents** — open **My Agents** in the sidebar and select **Manage agents** to see every agent with its status, model and description. See [finding your way around](/getting-started/dashboard-navigation). * **Create an agent** — **Create new** opens [the creation wizard](/agents/creation-wizard). * **Edit an agent** — select any agent to open its detail view. * **Change status** — use the status control on the Overview tab. * **Test** — use the agent's **Sandbox** tab, or the preview on the agent's Widget tab. ## The agent editor [#the-agent-editor] | Tab | What it controls | | ------------------- | ------------------------------------------------------------------------- | | **Overview** | Metadata, current model, attached skills, tools and knowledge sources | | **Model** | The model this agent runs on, plus fallback models | | **Skills** | Which [skills](/skills-and-tools) are attached | | **Tools** | Which [tools](/skills-and-tools/tools) the agent may call | | **Guardrails** | Per-agent [safety controls](/guardrails) | | **System Prompt** | The four [core prompt files](/agents/core-prompt-files) | | **Channels** | Connect [Telegram, WhatsApp and other channels](/channels) | | **Conversations** | A read-only index of every [conversation](/conversations) with this agent | | **Scheduled Tasks** | [Proactive and recurring messages](/scheduled-tasks) | | **Evaluations** | [Test suites and runs](/evaluations) for this agent | | **Widget** | Widget appearance and the embed snippet | | **Settings** | Name, description, session behaviour, escalation, memory and versioning | [Knowledge sources](/knowledge) are chosen when you create the agent. To change them afterward, ask the [in-dashboard assistant](#editing-with-the-assistant) rather than looking for a Knowledge tab. ## Editing with the assistant [#editing-with-the-assistant] Instead of working through the editor tabs, you can describe the change to the [in-dashboard assistant](/troubleshooting/support#in-dashboard-assistant) — "make replies shorter", "add a starter question about refunds", "stop it offering follow-ups". The assistant proposes a **change set**: a card in the chat listing what would change, with a risk level (low for cosmetic or additive edits, medium for behavioural ones, high for destructive or breaking ones). Review it, then **approve** to apply or **discard**. Nothing is applied without approval, and the card keeps its status — approved, applied or discarded — when you come back to the conversation later. A change set can touch the [core prompt files](/agents/core-prompt-files), communication style, starter questions, name and description, model and fallbacks, skills, tools, [knowledge sources](/knowledge), guardrails and escalation — knowledge sources included, even though editing them isn't available from the editor tabs. For a [versioned agent](/agents/versioning), an applied change set edits the draft — production stays on the published version until you publish. The same approval flow covers edits to your [custom skills](/skills-and-tools#writing-one-with-the-assistant) — the card names the skill it changes rather than an agent. ## Status [#status] | Status | Behaviour | | ---------- | -------------------------------------------------------------------- | | `active` | Accepts messages and responds normally | | `inactive` | Rejects incoming messages with an unavailable notice | | `draft` | Visible in the dashboard, not reachable from the widget or a channel | ## Model and fallbacks [#model-and-fallbacks] Each agent runs on one model chosen from the catalog. You can add **fallback models** so the agent automatically retries with an alternative if the primary is unavailable. **Temperature** (0.0–1.0) controls consistency. Lower values produce more precise, repeatable answers; higher values are more conversational. Support and factual agents generally want 0.1–0.4. ## Sessions [#sessions] * **Session TTL** — how long a conversation stays active without activity. Once it expires, the next message starts a fresh conversation. Defaults differ per channel. * **Max messages** — how much conversation history is carried as context. ## Voice and point of view [#voice-and-point-of-view] The **Communication Style** card controls how an agent sounds, including its **point of view**: | Point of view | Effect | | -------------------------- | ----------------------------------------------------------------------- | | **Speaks as the business** | Answers use "we" and "our" — "our rates start at…" | | **Neutral assistant** | Answers as a helpful third party rather than a representative | | Unset | No instruction is added; the agent's wording is governed by its prompts | Content retrieved from your knowledge sources is always treated as your workspace's own material, so an agent does not describe your business from the outside regardless of this setting. ## Activity display [#activity-display] The **Settings** tab controls what a contact sees while the agent works: * **Activity display mode** — from nothing but a typing indicator through to a step-by-step timeline with timings. * **Collapse activity after response** — hide the activity block once the answer arrives. * **Send an interim reply** — the agent opens with one short line about what it is doing, written for that specific question in its own voice. Off by default, and unavailable when activity display is off. ## Memory and intelligence [#memory-and-intelligence] The **Settings** tab groups the intelligence features: 1. **Business domain** — tells the platform what kind of business this agent serves. Must be set before memory can be enabled, and gives [Business Intelligence](/intelligence) a head start, though it is optional there. See [domain packs](/agents/domain-packs). 2. **Memory** — persistent per-contact memory across conversations. Requires a business domain and a plan that includes it. See [memory](/memory). 3. **Business intelligence** — structured event extraction and a self-building vocabulary of your business, on every plan with nothing to configure first. See [Intelligence](/intelligence). ## Versioning [#versioning] By default every edit goes live immediately. Turning on **versioning** lets you edit a draft while production keeps serving the last published version, with history and rollback. See [agent versioning](/agents/versioning). ## Related pages [#related-pages] * [Creation wizard](/agents/creation-wizard) * [Templates](/agents/templates) * [Core prompt files](/agents/core-prompt-files) * [Agent versioning](/agents/versioning) * [Models](/agents/models) * [Domain packs](/agents/domain-packs)