Cassidy allows you to edit and fine-tune your AI Agents to ensure they align with your organization's specific requirements and brand voice. Follow these steps to modify your Agent:
Navigate to the Agents page: Click on the "Agents" option in the left sidebar of your Cassidy dashboard.
Open the Agent settings: Locate the Agent you want to edit and click the "..." icon in the top right corner of the Agent's card. From the dropdown menu, select "Edit."
Alternatively, you can edit an Agent directly from the chat interface by clicking on the Agent dropdown and selecting the "Edit" option next to the Agent's name.
Choose your editing method: You can edit your Agent in two ways:
Chat with the Agent Copilot: Click the "Copilot" button and chat with it to get assistance with aediting your Agent. The Copilot can help you modify instructions, adjust configurations, or troubleshoot issues with your Agent. For detailed guidance on using this feature, refer to the Using the Agent Copilot article.
Edit manually: Navigate through the tabs and configure each section directly to customize your Agent's settings.
Navigate between tabs: The Agent settings are organized into three main tabs:
Setup: Configure basic settings, AI model, instructions, Knowledge Base search, tools, and brand voice
Deployments: Deploy your Agent to external platforms
History: View chat history to monitor usage and see feedback from end users
Modify "Setup" tab configurations: Under the "Setup" tab, you can customize various aspects of your Agent:
Update appearance: Modify your Agent's icon, name and description.
Choose AI model: Select the base model for your Agent from available options.
Configure Advanced Model Settings: Click to expand the "Advanced Model Settings" section to fine-tune your Agent's behavior.
Temperature: Configure the temperature setting to control the randomness of the results generated by your Agent. To change the temperature setting, click and drag the slider to adjust the value, or type in the text box to set an exact value. For non-creative tasks where you want the Agent to strictly adhere to instructions, it is best to use a lower temperature. You should use a higher temperature for highly creative tasks, such as marketing ideas, where there is room for the Agent to output dynamic results.
Adjust instructions: Add and remove instructions provided to the Agent to better guide its behavior and outputs. Clearly describe the tasks you want the Agent to perform and any specific guidelines it should follow. You can reference Knowledge Base items directly in instructions by typing the "#" key to search for and select items from your Knowledge Base.
*For organization-wide instructions that apply to every Agent, see Configuring custom AI instructions.
When you reference an item using "#", the Agent will autonomously search over that content when relevant, and the item will be automatically added to the Knowledge section.
If you hover over a referenced item and click the pin icon, it will include the content directly in the prompt (counting towards token limits) - this is only possible if the content can fit inline. This means the Agent will always see the content in full.
You can click the "Optimize" button to open the Agent Copilot with an analysis and suggestion prompt to help improve your instructions.
Configure Knowledge: Click "Add" to add specific parts of the knowledge base you want your Agent to access. Once you add knowledge, the Agent will search it when answering questions.
Smart Search: If you have knowledge added, you can enable Smart Search so the Agent will decide when to search the knowledge base. It only searches when it determines it's useful for answering the request. If disabled, the Agent will search the knowledge base every time.
Configure Connectors: Click "Add" to add connectors that let your Agent look up live data and take action in your business tools. Configure each connector to query databases, pull structured records, and do things like update a contact, create a ticket, or log an activity:
BigQuery Tool
ServiceNow Tool
Configure Capabilities: Click "Add" to access the capabilities dropdown and select from available capabilities to enhance your Agent's functionality:
Configure Workflows: Click "Add Workflow" to connect automations your Agent can trigger during a conversation, like sending an email, updating a record, or kicking off a process. See Call Workflow for more information.
Brand voice: After configuring tools, click the "Analyze" button to fine-tune your Agent's brand voice by uploading examples of your organization's writing style.
Preview your Agent: Optionally click the preview icon in the top right corner to chat with the Agent and test it out while iterating on your changes.
Set up external deployments: Click the "Deployments" tab to deploy your Agent to various platforms:
Save or publish changes: After making the necessary adjustments, save your changes or publish a new version of your Agent. For detailed information on publishing and managing versions, see Publishing Agents and reviewing version history.
Chat with Agent: Once your changes are saved or published, you can chat with your Agent to see your modifications in action.
By regularly editing and fine-tuning your AI Agents, you can ensure they remain up-to-date with your organization's evolving needs and consistently provide accurate, on-brand responses.