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After creating an agent, go to the Agent module to configure its profile, behavior, tools, and performance settings. Once configured and published, your AI agent will begin operating according to these settings.
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Step1: Profile Settings

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Name and Avatar

Upload an avatar and set the agent’s name.
We recommend using your business or brand name as the agent’s name.
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Channels

By default, an AI agent can handle conversations via Voice.
You can assign a phone number and configure the agent’s voice directly from the Agent page.
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You can:
1

Set the agent’s phone

Assign a phone number to your agent so customers can reach it via voice calls.Learn more: How to add a phone number
New users receive a free phone number valid for 7 days.
Please purchase or add your own phone number before it expires to avoid service interruption.
2

Set the agent’s language and voice

We offer voices in various languages and genders. Select a voice, then adjust the sound settings.

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3

Configure a transfer phone number

This is the human agent’s number that the AI calls when it cannot resolve an issue and needs live support.
Solvea agents can also handle Email and Chat.Go to the Deploy Module to connect additional channels.Learn more: Set up Livechat ; Connect Email

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AI Handoff Schedule

Define when and how the agent transfers conversations to a human. You can configure different handoff messages based on whether a human agent is online or offline.
If this feature is disabled, the agent will follow the handoff logic defined in the agent prompt.
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Steps:
1

Set the handoff schedule

  • Select time zone
  • Define human online hours
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2

Configure handoff scripts

  • Message when human is online
  • Message when human is offline
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Step2: Task Configuration

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Prompt

Write a structured agent prompt to define behavior and task logic. Use “/” to insert knowledge references, handoff actions, or tools.
Want to learn how to write a perfect prompt? See write an agent prompt
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Knowledge Access

Enable knowledge-based responses and add “retrieve_knowledge” tool in the Prompt.
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Tools

All tools referenced in the prompt will appear in the Tools list. You can add the following 5 tools:
  • Logistics_inquiry: Get logistics information with tracking numbers.
  • google_calendar: Check availability, as well as creating, editing, and deleting events.
  • google_sheet: This tool allows reading and editing spreadsheets.
  • send_email: Send emails to customer automatically.
  • shopify: Retrieve detailed order information using the order number, including tracking numbers, product details, and more.
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Some tools require you to click Connect to complete authorization before use.
All tools except the logistics_inquiry tool need authorization—just follow the guide to jump and complete it in one click.See Deploy Overview for tool details.
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Step3: Performance Settings

Configure how the agent performs across different channels.
  • Greeting Message
    Customize the opening message for calls and chat conversations.
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Step4: Save and Publish

Click Save to publish the agent. All changes will immediately take effect, and the live agent will operate based on the latest published version.
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Agent Version History

Each time you click Save, a new agent version is created. You can view a complete record of all your previously created Agents for easy tracking, traceability, and iterative modifications.
  • Click History in upper-right corner to access the full list of your historical Agents.
  • Agents labeled Published are the active versions running in your production environment.
  • Select any historical Agent to switch the system to that version for editing.
All modifications will only take effect after you publish the Agent.