Things you can configure:
Agent Name
Whatever you name it shows up in chats. Keep it simple:
"Support Agent"
"Sales Assistant"
Your brand name + "AI"
Avoid weird names like "Bot3000" unless thats your vibe.
AI Model Selection
Pick your bot's brain. Each model has different strengths and costs.
Fast and Cheap Options (1 credit per request)
Gemini 2.5 Flash - Fast, cheap, good for simple queries
GPT-4o - Solid all-rounder, handles most tasks
Marginally Slower But Smarter Options (1 credits per request)
Gemini 2.5 Pro - Smarter, better with complex questions (takes time to think)
GPT-o3 mini - Top tier, employs reasoning for complex queries
Start with Gemini 2.5 Flash or GPT-4o.
Upgrade if customers need more sophisticated answers. Monitor your credit usage in analytics.
System Prompt (Your Bot's Personality)
Full guide on that here.
Reply Buttons
Those thumbs up/down buttons after bot responses.
What they do:
Collect feedback on bot performance
Show you what's working
Highlight problem areas
Setup:
Toggle on to enable
Shows "Did this help?"
Customers get to tell whether it did or not
Keep them on initially to gauge performance. Turn off once the bot's solid.
AI Rate Limiting
Stops one person from burning all your credits.
Why enable:
Prevents abuse
Controls costs
Maintains fair usage
Settings covered in detail here.
Quick version: Set max requests per user per hour. Start with 20, adjust based on usage.
Advanced Settings Tips
For Ecommerce:
Add product recommendation guidelines
Include size/fit help in prompts
Set up abandonded cart responses
Train on return policy heavily
For Service Businesses:
Focus prompts on appointment booking
Add location/hours prominently
Include service descriptions
Set escalation for quotes
For B2B:
Make bot more professional in tone
Add technical knowledge to data sources
Quick escalation to sales team
Include pricing tiers if public
Testing Your Settings
After any settings change:
Test in playground first (right side panel in Data Sources)
Try edge cases:
Angry customer simulation
Complex product question
Refund request
Multiple questions at once
Check constraints work:
Ask for a discount
Request something bot shouldn't do
Try to break its rules
Verify tone matches brand:
Should sound like your company
Consistent across responses
Natural, not robotic
Common Settings Mistakes
Bot too salesy?
Dial back sales language in prompt
Add "be helpful not pushy" constraint
Focus guidelines on assistance first
Bot giving wrong info?
Check data sources first
Then verify prompt isn't contradicting training
Model might be hallucinating - if you're using a fast model, upgrade to a thinking model (Gemini 2.5 Pro or GPT o3)
Bot too expensive?
Switch to a cheaper model
Enable rate limiting
Check if complex prompt is causing multiple reads
Simplify constraints
Bot not following rules?
Constraints must be numbered and clear
Check for conflicting instructions
Some models follow instructions better (GPT-4.1 is the best at this)
Remember: Settings is where you make the bot YOURS. Default templates work fine, but custom prompts make it shine.
Spend time here - it pays off when bot handles queries exactly how you want.