Agent Settings

Every agent can be customized to better fit your workflow. This guide covers the settings available for fine-tuning how your agents behave and what they can do.

Accessing Agent Settings

From the chat interface, click the Settings icon (gear) next to the agent name. Or from the Agents list, click the three-dot menu on any agent and select Settings.

Basic Settings

Agent Name

Change how the agent appears in your workspace. The name shows up in the agents list, chat interface, and anywhere team members select an agent.

When to rename:

• Client company changed their name
• Project scope evolved significantly
• Original name was unclear

Agent Description

The description serves as instructions for the agent. Update it when:

• Client preferences or priorities change
• New team members need different guidance
• You discover the agent could be more helpful with better instructions

Tip: Review agent descriptions quarterly to ensure they reflect current client relationships and team needs.

Agent Icon

Upload a custom icon or choose from the default options. Many teams use:

• Client logos for client-specific agents
• Color-coded icons for different project types
• Functional icons (briefcase for sales, palette for creative) for department agents

Saved Prompts

Saved prompts are pre-written instructions you can quickly insert into conversations. They're perfect for tasks you repeat frequently.

Creating a Saved Prompt

1. In Agent Settings, find the Saved Prompts section
2. Click Add Prompt
3. Give the prompt a short, descriptive name
4. Write the full prompt text
5. Save

Example Saved Prompts

Weekly Status Update:

Draft a weekly status update email for this client. Include:
- Work completed this week
- Work planned for next week
- Any blockers or decisions needed
- Upcoming deadlines

Keep it concise and professional.

Meeting Prep:

Prepare me for a client call. Include:
- Summary of recent work and decisions
- Outstanding questions or concerns
- Suggested agenda items
- Any sensitive topics to be aware of

RFP Response Draft:

Help me draft a response to this RFP section.
Pull relevant case studies and past work examples.
Match the tone and format of the RFP requirements.
Flag any claims that need verification.

New Team Member Briefing:

Create a briefing document for a new team member joining this account. Include:
- Client overview and key contacts
- Current active projects
- Communication preferences
- Important history and context
- Common pitfalls to avoid

Using Saved Prompts

When chatting with an agent, click the Prompts button above the input field. Select a saved prompt to insert it into your message. You can edit the prompt before sending or add additional context.

Prompt Best Practices

• Be specific: Include the format, tone, and details you want
• Make them reusable: Write prompts that work across different situations
• Include structure: Bullet points and sections help get consistent outputs
• Update regularly: Refine prompts based on what works

Agent Tools

Tools extend what your agents can do beyond answering questions. Available tools depend on your Verow plan and integrations.

Available Tools

Document Search: Allow the agent to search through uploaded documents and files

Calendar Integration: Enable the agent to reference scheduled meetings and deadlines

Enabling and Disabling Tools

Toggle tools on or off based on what each agent needs. A client-specific agent might need all tools enabled, while an RFP helper might only need document search.

Security note: Tools only access data your team already has permission to see. Enabling a tool doesn't expand access beyond your existing permissions.

Advanced Settings

Response Style

Adjust how the agent communicates:

• Concise: Shorter, direct responses
• Detailed: Comprehensive explanations with context
• Balanced: Default setting, adapts based on the question

Context Window

Control how much conversation history the agent considers when responding:

• Standard: Considers recent messages in the current conversation
• Extended: Includes more conversation history for complex, ongoing discussions

Extended context is useful for long working sessions but may slow response times slightly.

Editing Agents After Creation

You can modify any agent setting at any time. Changes take effect immediately for all future conversations.

What happens to existing conversations:

• Past conversations keep their original responses
• New messages in existing conversations use updated settings
• No data is lost when you change settings

Deleting an Agent

If you no longer need an agent, you can delete it from the settings page.

Before deleting:

• Conversation history will be preserved for reference
• Team members will lose access to the agent
• Any saved prompts specific to that agent will be removed

Consider renaming or archiving inactive agents instead of deleting them, especially for clients you might work with again.

Agent Templates (Coming Soon)

Save your best agent configurations as templates to quickly create similar agents in the future. Useful for:

• Onboarding new clients with consistent agent setups
• Sharing effective agent configurations across your team
• Standardizing department-specific agents

Quick Reference: Settings Checklist

When creating a new client agent:

• [ ] Name matches client name exactly
• [ ] Description includes key client details and preferences
• [ ] Relevant documents connected
• [ ] Common saved prompts added (status updates, meeting prep)
• [ ] Appropriate tools enabled

Quarterly agent review:

• [ ] Description reflects current client priorities
• [ ] Saved prompts still relevant and useful
• [ ] Remove outdated context or documents
• [ ] Check if new team members need access