Agent Settings

Every agent has a detail page where you can configure exactly how it behaves, what it can access, and who it works with. To open it, click on any agent card from the Agents page. This guide walks through each section of the agent detail page from top to bottom.

Persona

The persona is the core instruction set that shapes your agent’s identity and behaviour. Click Edit to write (or refine) the instructions your agent follows in every conversation.

Your persona should cover:

• Who the agent is and what it does
• The tone and communication style to use
• What the agent should and should not do
• When to escalate or hand off to another agent or a human

You can update the persona at any time. Changes take effect on the next new conversation.

Keep it focused

Shorter, focused personas tend to perform better than long, sprawling ones. Personas are capped at 6,000 characters and replayed on every turn — if you find yourself running out of room, consider splitting responsibilities across multiple agents instead.

Try asking your agent

“Update the Bookkeeper agent’s persona to always include the job reference number when discussing invoices.”

“Add a directive to the IT Support agent that it must always confirm the affected device before troubleshooting.”

Company Directives

Company Directives are organisation-wide rules that apply to every agent automatically. They appear on the agent detail page as a read-only section so you can see what global rules are in effect, but you cannot edit them here.

Examples of company directives might include:

• “Always greet customers by name when available.”
• “Never share internal pricing margins with external users.”
• “Include a disclaimer when providing legal or financial information.”

Company directives are managed from the Settings area of your organisation. They ensure consistency across all agents without having to repeat instructions in every persona. See Directives for the full picture.

Agent Directives

Unlike company directives, agent directives are specific to this individual agent. You can add, edit, enable, and disable them directly from this section. Each directive has a category (Core Values, Can Do, Cannot Do) and a priority (High, Medium, Low) that controls how strictly the agent treats it.

Use agent directives to add targeted rules without cluttering the persona. For example:

• “When a customer asks about warranty, always reference the warranty policy document.”
• “If the conversation involves a job number, look it up in the job system before responding.”

Directives are applied alongside the persona and company directives, giving you a layered approach to controlling agent behaviour. See Directives for details on how the levels combine.

Company Integrations

These are integrations configured at the organisation level that are available to all agents. They appear as a read-only list so you can see what is connected — they are managed from the Integration Hub. Examples include Gmail, Google Drive, or GitHub.

Agent Integrations

These are integrations enabled specifically for this agent. You can toggle which integrations the agent has access to, or configure new ones that only this agent will use.

For example, you might connect a helpdesk integration only to your “Customer Support” agent, while keeping Gmail available to all agents.

See Tools Reference for a full list of integration tools available to agents.

Schedules

The Schedules section lists the recurring and one-off tasks this agent runs automatically — for example:

• “Every Monday at 8am, check for overdue invoices and send a summary to the finance channel.”
• “Every day at 5pm, compile a report of today’s completed jobs.”

Each entry shows the schedule’s timing (in plain language) and lets you pause, resume, or delete it. Schedules are created by asking the agent in chat — see Schedules & Tasks for the full guide.

Task History

Task History shows the agent’s recent background task executions — scheduled tasks and other work that ran outside a live conversation. Each entry shows the task’s status (queued, running, completed, or failed), how long it took, and how much it used. Use this to confirm scheduled tasks are running as expected.

Configuration

The Configuration section covers the agent’s core operating settings:

• AI model — Model selection is automatic: within the agent’s performance tier, Sprigr Teams picks the best model per message based on complexity, so routine steps run on faster models and hard reasoning gets the most capable one. The performance tier itself is chosen when the agent is created.
• Role — The agent’s access level, which you can change here:
  • Member — Standard access. The agent can use its assigned tools, search knowledge bases, and communicate with connected agents. Suitable for the vast majority of agents.
  • Owner — Elevated access. The agent can manage other agents, update settings, and perform administrative actions. Reserve this for orchestrator-style agents that need to coordinate across your organisation.

Use Owner sparingly

Agents with the Owner role can modify other agents and settings. Only grant this role when the agent genuinely needs administrative capabilities, such as an orchestrator that manages a team of specialist agents.

Managers

Managers are other agents that oversee this agent. When an agent has a manager, the manager can:

• Receive reports and updates from this agent
• Monitor its activity
• Step in or redirect conversations when needed

This is useful for building supervision hierarchies. For example, a “Customer Support Lead” agent could manage several frontline support agents. An agent can have more than one manager.

To add a manager, select from the list of available agents in your organisation.

Agent Teams

This section shows which teams this agent belongs to. Teams allow groups of agents to collaborate, delegate tasks, and communicate with each other based on defined rules.

You can add the agent to existing teams or remove it from teams directly from this section.

Assigned Users

Assigned users are the people in your organisation who have direct access to this agent. This section is visible to owners and admins. When users are assigned:

• The agent appears in their sidebar for quick access
• They can start conversations with the agent directly

Each assignment carries a role — Viewer, Manager, or Admin — controlling what the assigned user can do with the agent.

This is useful for restricting certain agents to specific departments or roles. For example, an HR agent might only be assigned to the management team.

Caution

Any assigned user will be able to access this agent. If you connect personal accounts (for example, email), make sure all assigned users should have that access.

Channels

The channels section shows which communication channels this agent is connected to. Channels let your agent receive and respond to messages from external platforms:

• WebChat — Embed a chat widget on your website
• Slack — Respond in Slack channels or direct messages
• Telegram — Interact via a Telegram bot
• WhatsApp — Communicate through WhatsApp Business

You can enable or configure channels directly from this section. For detailed setup instructions, see the Channels guide.

Marketplace

If the agent was installed from the Sprigr marketplace, or has been published to it, a Marketplace section shows its listing status. Owners and admins can publish eligible agents to the marketplace from the detail page.

Danger Zone

At the bottom of the agent detail page is the Danger Zone, visible to owners and admins. This section contains destructive actions:

• Delete Agent — Permanently removes the agent. This revokes its API keys, removes all its data, and cannot be undone.

Companion agents cannot be deleted — they are tied to their user.

Deleting is permanent

Once you delete an agent, all its conversations, settings, and scheduled tasks are permanently removed. Make sure you no longer need the agent before proceeding.

Next steps

• Creating Agents — Go back to the basics of creating a new agent if you need a refresher.
• Agent Teams — Set up teams so your agents can collaborate and delegate tasks.
• Tools Reference — See the full list of tools your agent can use.
• Channels — Connect your agent to messaging platforms.
• Knowledge Bases — Give your agent access to company documents and data.