The editor

General

The agent's name, description, call timezone, language and branding.

General holds the agent's identity: what it is called, what it does, the clock it reads on a call, and the branding a caller sees on the form it sends them. There is nothing here about how a call is conducted.

SettingHow it saves
Name, description, call timezoneInto the draft, reaching live calls when you publish
Language, brandingImmediately against the agent

Name

Used everywhere the agent appears in the product, and shown to anyone who opens the agent's share link.

Renaming an agent does not change its slug, so links you have already handed out keep working.

Description

A short summary of what the agent does.

It is not a prompt. The model never reads it, so writing instructions here has no effect on a call. It exists to tell people what they are looking at, and it surfaces in two places:

  • Alongside the agent in the workspace.
  • On the public share page, where a visitor sees the agent's name and description before they start a call.

If you use share links to demonstrate an agent, write the description for that reader.

Call timezone

The timezone the agent reads the clock in. Leaving it on inherit is the right choice unless one workspace runs agents in different regions.

It resolves in three steps:

  1. This setting, when it is set.
  2. The workspace timezone.
  3. A platform default, as a last resort.

What the clock is used for

At the start of every call the platform injects the current local date and time into the model's context as a system message, in that timezone, so that:

  • Relative dates the caller uses resolve correctly. "Tomorrow", "next Tuesday" and "the end of the month" are all measured from that moment.
  • The agent reads times back in local terms rather than in whatever the server happens to be set to.
  • Anything a tool records against a time is stamped against the same clock the caller was speaking about.

A wrong timezone fails quietly

Caller:  "Can I come in tomorrow?"
Correct: the day after today in the call timezone
Wrong:   a different day, booked with no error

An agent set to the wrong timezone does not fail loudly. It quietly books the wrong day.

Language

The language the agent presents itself as speaking. This is a label on the agent, used to describe it rather than to configure a call.

What a call actually transcribes is set on the Hearing page. Running a call end to end in another language takes more than either setting -- read the note there first.

Branding

Branding applies to the detail-capture form, the secure page an agent can text a caller mid-call to collect information that is awkward to say out loud.

FieldEffect
LogoAn image shown at the top of the form. Up to 2 MB.
Business nameThe name shown on the form. Defaults to the agent's name.
MessageAn optional line of introduction above the fields.

When branding saves

The logo commits as soon as you upload or remove it. The name and message save with the rest of the section.

Leaving a field blank falls back to the default wording rather than showing an empty heading.

On this page