Edit agent

Use this screen to review, change, or delete a agent. Before saving, confirm the change will not affect other system flows.

Use this screen to review, change, or delete a agent. Before saving, confirm the change will not affect other system flows.

When to use

Use this screen to review, change, or delete a agent. Before saving, confirm the change will not affect other system flows.

How to edit agent

  1. Open the item from the list, search, or detail link.
  2. Review the current data before changing it.
  3. Update only the fields that need changes.
  4. Save and confirm that the update looks correct.

How to delete agent

When a delete action is available, use it only after confirming the item is no longer needed. The system may ask for confirmation before removing the record.

Important fields

  • Name: Use a clear name that is easy to recognize in lists and searches.
  • Category: Classify the item to make organization and search easier.
  • Description shown to users: Explain the item's purpose so other users know when to use it.
  • Language: Select the main language for responses or content.
  • Agent type: Fill it according to the screen context and review it before saving.
  • Model: Choose the model that will run the task.
  • Prompt: Describe the instruction that guides the AI, including rules, context, and response limits.
  • Suggested questions: Fill it according to the screen context and review it before saving.
  • Knowledge base: Fill it according to the screen context and review it before saving.
  • Skills: Fill it according to the screen context and review it before saving.
  • Permissions: Define who can access or run this function.

Available actions

  • Save: save the information entered.
  • Delete: remove the selected item, usually after confirmation.
  • Go back: return to the previous screen without continuing the edit.