Agent Settings

This document provides an overview of configuring agent settings in HALO. Customizing these settings allows you to tailor agents to meet specific operational needs effectively.

Accessing Agent Settings

To begin, select the agent you wish to configure and click on "Settings" in the lower bar. This menu provides various options for customizing the agent's functionality.

Agent Advanced Settings

Audience

Within the settings, you can specify the audience for your agent:

• Internal: Used exclusively by internal personnel, such as human agents.

• External: Accessible by end-users.

• All: Available to both internal and external audiences.

Handoff Only

Activate the "Handoff Only" toggle to ensure the agent forwards queries to the appropriate tool or another agent, without directly responding to the prompt or customer.

Available in Mobile Service Cloud

Enable your agent to work directly with live agents by integrating it with Mobile Service Cloud (MSC), making it available for real-time support scenarios.

Custom Guardrail Rules

Set "Custom Guardrail" rules to manage your agent’s responses, guiding them in specific scenarios such as avoiding sensitive topics. This feature adds a security layer, ensuring the agent operates within desired constraints.

For example “If input contains ‘restricted’, then /stop “. You can use commands like /stop, /continue, or /rewrite.

Output Settings

• Apply Feedback: Use the feedback provided to refine all agent outputs, ensuring responses meet your quality and interaction standards.

• Answer Style Guardrail: Implement your desired tone and style across all agent outputs, ensuring responses align with your preferred communication standards.

Model Parameters

To personalize the agent's operation, adjust model parameters like creativity, which influences response precision and variety. Default creativity profiles such as ‘Strict', 'Precise', 'Balanced' or 'Engaging’ are available.

• Adjusting Creativity: Control the randomness and probability of response generation by modifying the temperature and Top P settings. Changes will update the profile to indicate 'Custom'.

Conclusion

Configuring these settings significantly enhances your agent's efficiency and adaptability, allowing it to meet specific needs and improve overall performance. Tailoring your agent's settings can lead to more effective interactions and better alignment with organizational goals.

E-learning Video

For further guidance, watch our e-learning video on Agent Settings in HALO.