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Two pages shape who your agent is. Agent → Identity controls what users see in the chat header and the greeting. Agent → Instructions controls how the agent behaves and responds. Both pages show a live preview of the widget on the right. Click Save Changes to apply your edits. The widget picks them up the next time a visitor loads your page.
You need the Admin role in your organization to save changes on any Agent page.

Identity

Both fields are display-only. The agent never sees them, so it won’t know its own name unless you tell it in Instructions. When a member of your team takes over a conversation from the inbox, the header changes to “Support Agent” for that conversation. See Escalation.

Instructions

System Prompt is free text the agent reads on every turn of every conversation. Use it to set:
  • Persona and tone. “You are Ava, the assistant for Acme Billing. Be brief and friendly. Never use emoji.”
  • Scope. “Only answer questions about invoices, payments, and subscriptions. For anything else, say you can’t help with that here.”
  • House rules for answers. “Always link to the relevant help article when one exists.”
Click the expand icon next to the field label to edit in a full-screen editor.

What instructions can’t do

Your instructions sit alongside Argide’s built-in rules and can’t override them. Instructions can’t:
  • Change how the agent uses its tools, such as page navigation, workflows, or in-page actions.
  • Add steps or conditions to a workflow.
  • Stop the agent from using a capability you’ve turned on, or make it claim a capability is unavailable.
The agent ignores anything in your instructions that tries to do these things and keeps your persona and tone. To turn a capability off, use its own page under Tools instead.
Keep instructions about how to talk and what to cover. Put product facts in the knowledge base, where the agent searches them when it answers.

Next steps

Mode and design

Choose widget or copilot and match your brand

User suggestions

Give users one-click starting points