Setting Up Your AI Agent

Your AI agent (Jarvis) is the personality that talks to your website visitors. How you configure it determines the tone, behavior, and first impression of every conversation. This page covers all the configuration options available under Agents in the sidebar.

Agent Admin Overview

Navigate to Agents in the sidebar and click your agent card. You will see the agent configuration page with five tabs:

• Knowledge - what knowledge sources this agent can access and file visibility
• Personality - how Jarvis communicates
• Tools - the actions Jarvis can take during conversations
• Publish - publishing, embed code, branding, and appearance
• Behavior - advanced settings for response style

A persistent preview panel appears on the right side of the page. You can test your agent at any time from any tab - just type a question and see how Jarvis responds with your current settings.

Personality Tab

This is the most important tab. The personality description tells Jarvis how to communicate with your visitors.

Writing a Good Personality

Think of the personality field as a brief for a new team member. Tell Jarvis:

• What your company does (one sentence)
• What tone to use (friendly, professional, casual, technical)
• What to do when it cannot answer a question
• Any specific phrases or greetings to use

Good example:

"You are the support agent for Acme Software, a project management tool for small teams. Be friendly and conversational. Use simple language - avoid technical jargon unless the visitor uses it first. If you do not know the answer, say so honestly and offer to connect them with a human. Never make up information."

Weak example:

"Be helpful and answer questions."

The more specific you are, the more consistent and natural the conversations will feel.

Welcome Message

The welcome message is what visitors see when they first open the chat widget on your website. Keep it short, warm, and relevant:

• Good: "Hi! I'm here to help with any questions about Acme Software. What can I help you with?"
• Too long: A paragraph explaining your company history and every feature available
• Too vague: "Hello"

Identity Mode

Identity mode controls whether Jarvis asks visitors for their email address. Navigate to the Publish tab to find this setting under the Identity sub-tab.

There are three active modes:

Anonymous

Visitors chat without providing any identifying information. Best for: product pages, documentation sites, landing pages where you want zero friction.

Optional Email

Jarvis shows a prompt inviting visitors to share their email, but they can skip it and still chat. Best for: most support scenarios where follow-up is helpful but not required.

The default prompt reads: "Want us to follow up? Drop your email below - totally optional."

Required Email

Visitors must enter their email before starting a conversation. Best for: logged-in customer portals, B2B products where you need to identify every interaction.

The default prompt reads: "Enter your email to get started. We'll use it to follow up if needed."

Publish Tab

The Publish tab is where you publish your agent, manage your embed code, and control widget appearance. It has several sub-tabs:

Publish and share

This is the primary action. Click Publish agent to make Jarvis available on your website. A confirmation dialog ensures you are ready. After publishing, you will see your embed code (script tag, share link, and iframe options).

You can unpublish at any time if you need to take the widget offline temporarily.

Appearance

Controls how the chat bubble looks on your website:

• Primary Color - the main accent color of the widget (header, send button). Pick a color that matches your brand.
• Position - where the chat bubble appears on the page (bottom-right is standard)
• Welcome Message - the greeting visitors see when they open the widget

A live preview shows how your color choices look together.

Identity

Configure whether to collect visitor email (Anonymous, Optional, or Required mode - see above).

Connection key

Your API key that authenticates the embed widget. Generated automatically when you first publish. You can rotate the key if needed - the old key stops working immediately.

Behavior Tab

The Behavior tab has advanced settings for how Jarvis constructs responses:

• Response length - whether Jarvis should favor concise or detailed answers
• Tone adjustments - fine-tuning beyond the personality description
• Escalation behavior - when Jarvis should suggest connecting the visitor with a human

For most teams, the defaults work well. Adjust these after you have seen a few real conversations and want to fine-tune.

Previewing Your Agent

The persistent preview panel on the right side of the agent configuration page lets you test Jarvis at any time. This uses your actual knowledge base, so you can verify:

• Does Jarvis use the right tone?
• Does it find relevant answers from your content?
• Does it handle questions outside your knowledge base gracefully?

Try asking questions your visitors would ask, and also test questions Jarvis cannot answer - a good "I don't know" response is just as important as a good answer. If Jarvis makes something up instead of admitting it does not know, update your personality description to be more explicit about honesty.

Publishing Your Agent

Once you are happy with the personality, welcome message, and preview conversations, the next step is to publish. Navigate to the Publish tab on your agent configuration page, click Publish agent, and confirm. This generates your API key and makes Jarvis available on your website.

See the Embed Widget guide for detailed instructions on adding the widget to your website.

Publishing generates an API key and makes Jarvis available on your website. You can update the personality, welcome message, and branding at any time after publishing - changes take effect immediately.

What's Next

Your agent's personality is set. Now it needs content to work with. Head to Knowledge Base to start adding the information Jarvis will use to answer questions.