Agent Configuration

Agent Configuration is the core layer where users define how an AI Agent understands, responds, and performs. Whether building a Custom Agent from scratch or customizing a Marketplace or Prebuilt solution, every agent in the Agently platform passes through the same configuration architecture—ensuring consistency, adaptability, and full control over performance.

The configuration process is intuitive yet comprehensive. It gives users control over language behavior, knowledge ingestion, tool integration, fallback systems, and execution logic. Each configuration decision directly influences how the agent operates across its deployment environments.

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Key Configuration Areas

• Tone, Voice, and Personality Users can set the agent’s linguistic style to match their brand or audience. This includes tone (formal, friendly, technical), point of view (first-person, third-person), and personality traits (concise, witty, empathetic). These settings define how the agent greets users, answers questions, handles confusion, and maintains tone throughout multi-step interactions.

• Behavioral Directives Beyond tone, users can define how the agent should think. This includes logic rules, response depth, topic boundaries, and escalation preferences. Instructions can be static (always behave a certain way) or dynamic (adjust behavior based on inputs or platform).

• Data & Knowledge Sources Agents can be trained on custom data through multiple methods:

  • Uploading documents (PDFs, CSVs, etc.)

  • Linking to structured web content

  • Connecting platform-specific data (e.g. FAQs, knowledge bases, CRMs)

  • Using APIs or live endpoints All data is processed through Agently’s anti-hallucination framework to ensure agents respond with verified, grounded information.

• Tooling & Action Modules Agents can be equipped with specialized tools that allow them to perform tasks beyond conversation. Depending on the category, these may include:

  • CRM access and updates

  • Document generation or summaries

  • Webhooks and HTTP actions

  • Internal routing and task creation These tools expand agent capability and turn them from assistants into active operators within workflows.

• Error Handling & Recovery Every agent can be configured to manage uncertainty, failure, or gaps in logic. Users can define:

  • Fallback messages and tone

  • Retry logic or clarifying prompts

  • Escalation paths (e.g., human handoff or support tickets)

  • Behavior when data is missing or permissions are denied This ensures the agent handles edge cases gracefully while preserving trust and usability.

• Memory & Interaction Context (optional) For agents designed to engage across multi-step conversations or long user sessions, memory can be toggled to retain key inputs, preferences, or historical actions. This allows for contextual continuity and personalization over time.

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Configured agents can be saved, tested, versioned, and updated at any point from within the dashboard. Agently’s configuration system is designed for both technical precision and ease-of-use, ensuring agents remain responsive, intelligent, and aligned to the real-world contexts they operate in.