> ## Documentation Index
> Fetch the complete documentation index at: https://solvea.cx/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure Agent

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.

<Frame>
  <img src="https://mintcdn.com/solvea-a5b10e8e/sDvgydSBiM8UF8vO/images/image-147.png?fit=max&auto=format&n=sDvgydSBiM8UF8vO&q=85&s=19961684d49ac9485f991c82fa1ac11b" alt="Image" width="2938" height="1546" data-path="images/image-147.png" />
</Frame>

## Step1: Profile Settings

### Name and Avatar

Upload an avatar and set the agent’s name.

<Info>
  We recommend using your business or brand name as the agent's name.
</Info>

<Frame>
  <img src="https://mintcdn.com/solvea-a5b10e8e/sDvgydSBiM8UF8vO/images/image-141.png?fit=max&auto=format&n=sDvgydSBiM8UF8vO&q=85&s=c1289fea0765272651dab72263f00e94" alt="Image" title="Image" className="mx-auto" style={{ width:"70%" }} width="1540" height="1214" data-path="images/image-141.png" />
</Frame>

### 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.

<Frame>
  <img src="https://mintcdn.com/solvea-a5b10e8e/sDvgydSBiM8UF8vO/images/image-142.png?fit=max&auto=format&n=sDvgydSBiM8UF8vO&q=85&s=574fdf8f2285505613c48aecec495f8d" alt="Image" title="Image" className="mx-auto" style={{ width:"70%" }} width="1556" height="1216" data-path="images/image-142.png" />
</Frame>

You can:

<Steps>
  <Step title="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](/deploy/phone/add-phone-numbers)

    <Warning>
      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.
    </Warning>
  </Step>

  <Step title="Set the agent’s language and voice">
    We offer voices in various languages and genders. Select a voice, then adjust the sound settings.

    <Columns cols={2}>
      <Card>
        <img src="https://mintcdn.com/solvea-a5b10e8e/xdJ6zg8mTr9eYnoC/images/image-71.png?fit=max&auto=format&n=xdJ6zg8mTr9eYnoC&q=85&s=55913150a743ee209e803b36899e38eb" alt="Image" width="1174" height="1288" data-path="images/image-71.png" />
      </Card>

      <Card title="">
        <img src="https://mintcdn.com/solvea-a5b10e8e/xdJ6zg8mTr9eYnoC/images/image-72.png?fit=max&auto=format&n=xdJ6zg8mTr9eYnoC&q=85&s=6fd2ef2df510056c161115282d69c334" alt="Image" width="1172" height="872" data-path="images/image-72.png" />
      </Card>
    </Columns>
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Tip>
  **Solvea agents can also handle Email and Chat.**

  Go to the Deploy Module to connect additional channels.

  Learn more: [Set up Livechat](/deploy/livechat/install-livechat) ; [Connect Email](/deploy/email)
</Tip>

### 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.

<Info>
  If this feature is disabled, the agent will follow the handoff logic defined in the agent prompt.
</Info>

<Frame>
  <img src="https://mintcdn.com/solvea-a5b10e8e/sDvgydSBiM8UF8vO/images/image-143.png?fit=max&auto=format&n=sDvgydSBiM8UF8vO&q=85&s=d1397ac0bf2dc5e1d3607200cedf2cda" alt="Image" title="Image" className="mx-auto" style={{ width:"65%" }} width="1532" height="1200" data-path="images/image-143.png" />
</Frame>

Steps:

<Steps>
  <Step title="Set the handoff schedule">
    * Select time zone
    * Define human online hours

    <Frame>
      <img src="https://mintcdn.com/solvea-a5b10e8e/sDvgydSBiM8UF8vO/images/image-144.png?fit=max&auto=format&n=sDvgydSBiM8UF8vO&q=85&s=b5455503ba38ef6c7de2e9a1caf40a1f" alt="Image" title="Image" className="mx-auto" style={{ width:"65%" }} width="1186" height="1106" data-path="images/image-144.png" />
    </Frame>
  </Step>

  <Step title="Configure handoff scripts">
    * Message when human is online
    * Message when human is offline

    <Frame>
      <img src="https://mintcdn.com/solvea-a5b10e8e/sDvgydSBiM8UF8vO/images/image-145.png?fit=max&auto=format&n=sDvgydSBiM8UF8vO&q=85&s=1178cbc6763d1cb46f66008866d30d9b" alt="Image" title="Image" className="mx-auto" style={{ width:"65%" }} width="1102" height="736" data-path="images/image-145.png" />
    </Frame>
  </Step>
</Steps>

## Step2: Task Configuration

### Prompt

Write a structured agent prompt to define behavior and task logic.

Use "`/`" to insert knowledge references, handoff actions, or tools.

<Tip>
  Want to learn how to write a perfect prompt? See write an agent prompt
</Tip>

<Frame>
  <img src="https://mintcdn.com/solvea-a5b10e8e/sDvgydSBiM8UF8vO/images/image-146.png?fit=max&auto=format&n=sDvgydSBiM8UF8vO&q=85&s=43429d1dd68bc2353fe40a4c5990a038" alt="Image" title="Image" className="mx-auto" style={{ width:"70%" }} width="1570" height="1138" data-path="images/image-146.png" />
</Frame>

### Knowledge Access

Enable knowledge-based responses and add "**retrieve\_knowledge**" tool in the Prompt.

<Frame>
  <img src="https://mintcdn.com/solvea-a5b10e8e/sDvgydSBiM8UF8vO/images/image-148.png?fit=max&auto=format&n=sDvgydSBiM8UF8vO&q=85&s=65526f9d07b59f3b51123bc0234501c3" alt="Image" title="Image" className="mx-auto" style={{ width:"70%" }} width="1524" height="1104" data-path="images/image-148.png" />
</Frame>

### 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.

<Frame>
  <img src="https://mintcdn.com/solvea-a5b10e8e/sDvgydSBiM8UF8vO/images/image-149.png?fit=max&auto=format&n=sDvgydSBiM8UF8vO&q=85&s=4e3d74883b0d11907670cd0c1cc287dd" alt="Image" title="Image" className="mx-auto" style={{ width:"70%" }} width="1586" height="1086" data-path="images/image-149.png" />
</Frame>

Some tools require you to click **Connect** to complete authorization before use.

<Note>
  All tools except the logistics\_inquiry tool need authorization—just follow the guide to jump and complete it in one click.

  See [Deploy Overview](/deploy/overview) for tool details.
</Note>

<Frame>
  <img src="https://mintcdn.com/solvea-a5b10e8e/sDvgydSBiM8UF8vO/images/image-150.png?fit=max&auto=format&n=sDvgydSBiM8UF8vO&q=85&s=138cb75e618b62ac49fbcae897265dc6" alt="Image" title="Image" className="mx-auto" style={{ width:"70%" }} width="1514" height="1198" data-path="images/image-150.png" />
</Frame>

## Step3: Performance Settings

Configure how the agent performs across different channels.

<Tabs>
  <Tab title="Voice & Chat">
    * **Greeting Message**\
      Customize the opening message for calls and chat conversations.

          <Frame>
            <img src="https://mintcdn.com/solvea-a5b10e8e/sDvgydSBiM8UF8vO/images/image-151.png?fit=max&auto=format&n=sDvgydSBiM8UF8vO&q=85&s=0173e50726e07db94eca8997b71eeb32" alt="Image" title="Image" className="mx-auto" style={{ width:"75%" }} width="1490" height="508" data-path="images/image-151.png" />
          </Frame>
  </Tab>

  <Tab title="Email">
    * **Response Format**\
      Customize email opening and closing formats to match your brand tone.

          <Frame>
            <img src="https://mintcdn.com/solvea-a5b10e8e/sDvgydSBiM8UF8vO/images/image-152.png?fit=max&auto=format&n=sDvgydSBiM8UF8vO&q=85&s=a5479a09c27a376436a55ec9d76f1de7" alt="Image" title="Image" className="mx-auto" style={{ width:"75%" }} width="1498" height="674" data-path="images/image-152.png" />
          </Frame>
  </Tab>
</Tabs>

## 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.

<Frame>
  <img src="https://mintcdn.com/solvea-a5b10e8e/sDvgydSBiM8UF8vO/images/image-153.png?fit=max&auto=format&n=sDvgydSBiM8UF8vO&q=85&s=2f2d0efa5751b107fa4b641a3b67d1e1" alt="Image" width="2938" height="1542" data-path="images/image-153.png" />
</Frame>

## 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.

<Note>
  All modifications will only take effect after you publish the Agent.
</Note>