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Configure an Agent

Administrators and the CEO can adjust an agent's prompt, configuration, and autonomy so it fits your business.

#Purpose

Tune agent behavior to your organization's needs.

#When to use this

When an agent's output should better match your voice, rules, or context.

#At a glance

DetailValue
Required permissionsEdit agents (admin or CEO only)
Administrator levelCEO / Admin
Portal areas usedAgents (configuration)

#Step by step

1

Open the agent

Go to the agent in the registry.
2

Adjust its configuration

Update its prompt, configuration, or autonomy setting.
3

Save

The agent uses the updated configuration.
4

Review output

Confirm the change improved results.

#Approval points

Human approval required

  • Only an admin or CEO can change agent configuration.

#Security notes

Security considerations

  • Agent configuration shapes AI behavior across the organization — restrict it to admins/CEO.
  • Do not put secrets into prompts.

#Best practices

  • Be specific in prompts about goals and constraints.
  • Change one thing at a time and review.

#Common mistakes

  • Letting non-admins change agents (not permitted).
  • Vague prompts that produce generic output.

#Troubleshooting

If this happensTry this
I cannot edit an agentEditing requires an admin or CEO role.
Output did not improveRefine the prompt with clearer goals and constraints.

#FAQ

Who can edit agent prompts?

Only administrators or the CEO.

Does changing autonomy let AI act on its own?

Meaningful actions still require human approval; AI assists and drafts.

#Keep exploring

#Business modules & workflows

#AI departments

Still need help?

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