configure agent
NAME
stronos configure agent: Full agent workspace guide
SYNOPSIS
stronos configure agentDESCRIPTION
Everything you need to configure an Assistant or Lead Generator on the agent page: each tab, every important input, and how to save and publish.
Open the agent workspace
- Go to Agents.
- Click an agent row to open its workspace.
- You land on that agent page with a Build and Review sidebar on the left and settings on the right.
Assistant and Lead Generator use the same full set of tabs. Automation agents use a shorter path described at the end of this page.
How to save and update
Most edits stay in a local draft until you publish. Use Previous and Next at the bottom to move between tabs. Nothing is live for customers until you publish (except a few items noted below).
- Publish agent: main save button in the toolbar and sidebar. Writes the full agent packet, regenerates channel prompts, and syncs connected social AI settings. If voice is on and a voice agent already exists, publish also syncs voice.
- Unpublished changes: Publish turns amber when the draft differs from what is live. Click Publish to push updates.
- AI Level: choosing a tier on Personality (or in the header) saves that choice right away.
- Knowledge libraries: use Save libraries on the Knowledge tab, or include them when you Publish.
- Calendar connect: Google, Outlook, and Calendly connect or remove immediately. Booking toggles still need Publish.
- Voice Create voice agent and Save and sync: create or refresh the phone agent in Retell. After knowledge changes that should affect calls, open Voice and sync again.
- No Discard button: if you leave without publishing, the last published config stays live and your unpublished draft edits are not applied.
Build: Personality
Who the bot is, how it sounds, how smart and costly replies should be, and optional web chat ice breakers.
| Input | What it does |
|---|---|
| Bot name | The name customers see and the identity used in prompts. Strongly recommended. |
| Bot role | How the bot describes its job (for example Customer assistant or Virtual receptionist). Optional; options change with industry. |
| Languages | Languages for voice and messaging when you publish. Optional. |
| Tone | Brand voice pills such as Warm, Professional, Casual, Fast / direct, Luxury / premium, Playful, Calm / reassuring, Technical / expert, High energy, Empathetic, Local / community focused, Minimal / no fluff, Polished, Bold / confident. |
| Things the bot should do | Positive rules baked into prompts. Industry presets plus Add your own. |
| Things the bot should not do | Guardrails. Industry presets plus Add your own. Includes Do not quote pricing by default. |
| AI Level | Model tier for DMs, SMS, and voice cost or quality. Efficient, Smart, or Premium. Saves immediately when you pick one. |
| Reply Detail | Quick cards: Keep costs low, Balanced, or Best quality. Sets reply depth and cost posture. |
| Advanced: Main goal | Primary goal for the agent. Optional; industry dependent. |
| Setup style | How rich workflows are: Simple (lower cost), Standard (recommended), or Advanced (richer workflows). |
| Reply length | Short, Balanced, or Detailed when useful. |
| AI quality and cost balance | How densely the bot uses knowledge and history. Keep costs low, Balanced (recommended), or Best quality. |
| Ice breakers | Up to 6 starter chips for web chat. Suggested chips or Add your own. If empty, Stronos can suggest starters. |
Build: Business
Business identity, industry profile, locations, hours, and service area. This drives defaults on later tabs.
Business basics
| Input | What it does |
|---|---|
| Business name | Core identity. Required before launch. |
| Industry / business type | Swaps goals, services, safety presets, and knowledge suggestions. Options include Restaurant / Cafe / Food Service, Plumbing / Home Service, Auto Repair / Performance Shop, Ecommerce / Retail Brand, Creator / Influencer / Personal Brand, Medical / Wellness / Clinic, Real Estate / Property, Other / Custom Business. |
| Website | Business website URL. Optional. |
| Main business email | Primary contact email. Optional. |
| Short business description | About text used in prompts. Optional. You can Generate from knowledge bases or Import from Google when available. |
Locations
| Input | What it does |
|---|---|
| Location name | Label when you have more than one location. Optional. |
| Location phone | Phone for that location. Optional. |
| Timezone | Scheduling and hours context. Required for at least one location. |
| Address | Street address. Optional. |
| Service / delivery area | Cities or ZIP codes you serve. Optional. |
| After hours message | What to say when closed. Presets or Other (custom). |
Open 24/7 | If off, set Open and Open time / Close time for each day. |
| Add another location | Adds another location card. |
Build: Channels
Choose where the bot responds and bind phone numbers or social accounts. Section title: Where should the bot respond?
| Control | What it does | Needs to go live |
|---|---|---|
| Turn on voice calls | AI Voice Receptionist on your business number. | Voice plan, Retell connected, number bound, Create voice agent or sync. |
| Turn on SMS replies | Two way business SMS. | Texting plan and a Twilio number on the account. |
| Turn on missed call text back | Auto text after a missed call. | Same Twilio number setup as SMS. |
| Turn on web chat | Public website chat and embed. | Web Chat product and a published page or embed from Lab. |
| Instagram account + Turn on Instagram DMs | Reply in Instagram DMs. | Social plan and a connected Instagram business account. |
| Facebook account + Turn on Facebook DMs | Reply in Messenger. | Social plan and a connected Facebook Page. |
| Reply to Instagram comments / Moderate Instagram comments | Public Instagram comment replies or moderation. | Connected Instagram account and plan entitlements. |
| Reply to Facebook comments / Moderate Facebook comments | Public Facebook comment replies or moderation. | Connected Facebook Page and plan entitlements. |
Build: Voice
Phone agent sound, talk style, Retell setup, and disclosure reminders. You can edit preferences even if the voice channel is off; live calls need the channel on plus a created voice agent.
| Input | What it does |
|---|---|
| Speaking voice | Retell voice library or server default voice. |
| Talking speed | How fast the agent speaks (about 0.5x to 2x). |
| Match speed to the caller when possible | Speeds up or slows down toward the caller. |
| Interruption Sensitivity | How quickly the bot yields when interrupted: from blocking interruption to stopping immediately. |
| How should the AI handle the transfer? | Cold Transfer or Warm Transfer when Escalation uses Transfer on voice. |
| On hold music | For warm transfer: None, Ringtone, Relaxing sound, or Uplifting beats. |
| Background sound | Ambient audio such as Coffee shop or Convention hall (agent side). |
| Ambient volume | Volume when a background sound is set. |
| Create voice agent / Delete voice agent | Create or remove the Retell agent. Requires Retell. |
| Voice reply style | When voice is on: Concise and natural (default), Warm and conversational, Professional and efficient, or Patient and explanatory. |
| Voice reply length | About 1 to 4 sentences per reply. |
| Call recording and AI disclosure | Points you to Compliance and Retell under Connections. |
Build: Services
What the bot can take (orders, bookings, product help) and what info to collect for each offer. The section title changes with industry (for example Orders and reservations or Service requests and scheduling).
| Input | What it does |
|---|---|
| Take food orders / Help with product purchases / Enable order like requests | Turns on order style flows. Label depends on industry. |
| Take reservation requests / Collect booking or service requests | Turns on booking style intake. |
| Pickup enabled + Pickup location | Restaurant ordering: Front counter, Drive thru, Curbside, Pickup shelf, or Other (custom). |
| Delivery enabled | Restaurant delivery option. |
| Minimum order lead time (minutes) | How far ahead orders must be placed (0 to 1440). |
| Share menu prices during orders | Only from menu knowledge, when enabled. |
| Include cart subtotal in order readback | When price sharing is on. |
| Shipping enabled | Ecommerce shipping option. |
| Allow scheduled times | Non restaurant ordering can schedule times. |
| Require customer confirmation before submitting | Required if ordering is on. |
| Payment instructions | How to pay (explain methods, pay in person, staff confirms). Never collect raw card numbers. |
| Booking behavior | Collect booking request for staff, Check calendar availability, or Auto confirm only if calendar confirms. |
Each service card
| Input | What it does |
|---|---|
| Service names | What this offer covers. Industry pills plus Add your own. |
| Info to collect | Fields to gather under Contact, Date and Time, Details, Other, plus custom fields. |
| What happens next | Email summary, Text Summary, and/or Book on calendar. Alert destinations live on Escalation. |
| Send link | One approved link for this service (from Knowledge URLs or Calendar booking link). |
| Add another service / Remove | Add or remove service cards. Ordering usually needs at least one service. |
Build: Calendar
Let the agent offer appointments and connect a scheduling provider.
| Input | What it does | When it saves |
|---|---|---|
| Offer booking | Enables booking behavior in the agent packet. | On Publish |
| How to book | Send link or Book on calendar. | On Publish |
| Booking link | URL used when How to book is Send link. Also usable from Services Send link. | On Publish |
| Calendar provider | Stronos, Google Calendar, Outlook Calendar, or Calendly. | Connect happens immediately |
| Connect Google / Connect Outlook / Connect Calendly | OAuth connect for that provider. | Immediate |
| Calendly event link, Save link only, Save with token, Remove | Store or clear Calendly link and optional token. | Immediate |
| Appointments viewer | Read only list of bookings captured from DM or SMS. | N/A |
Build: Social
Comment and DM goals, CTAs, reply style, emojis, which comment types to answer, and moderation. Available after you enable at least one Instagram or Facebook DM or comment channel.
| Input | What it does |
|---|---|
| Social goal | Increase engagement and move buying intent to DM; Answer questions only; Send links when relevant; or Route support issues. |
| CTA frequency | Light (only when useful), When relevant, or Growth focused. |
| DM invite options (Instagram and Facebook comments) | General invite to DM, Mention link in bio, or Ask to save / follow / like / comment / share. |
| Allowed CTAs: DMs | Mention link in bio; Ask to save / follow / like / share. |
| Reply style by channel | Guideline and comment length (about 1 to 4 sentences) per enabled channel. |
| Emojis | On or off per channel. |
| Comment types to reply to | Compliments / positive, Questions, Complaints, Simple pricing, Availability, Tagged mentions. |
| Moderate comments | Per platform Hide or Delete; types such as Spam, Trolls, Scams; plus Add keyword. |
Build: Automations
Keyword and workflow automations for Meta posts, or SMS mass send tools when that panel is available. Assistant and Lead Generator can use this tab; Automation type agents live here primarily. Use the panel Save actions (for example Save message or Save to posts) for automation specific pieces, then Publish the agent when the overall packet should go live.
Build: Knowledge
Approved links the bot may send, plus knowledge libraries that ground answers.
| Input | What it does |
|---|---|
| When the bot is not sure | Say it is not sure and offer staff help; Ask a clarifying question; or Only answer from approved sources. |
| Menu / product / service link | Approved URL the bot can share. |
| Review link | Approved review URL. |
| Link in bio | Approved bio URL. |
| Support link | Approved support URL. |
| Library checkboxes | Attach knowledge libraries to this agent. |
| Upload / scrape toolbar | Add files or website content into a library. |
| Save libraries / Select all / create library | Persist which libraries are linked. |
Build: Escalation and Alerts
When the bot hands off to a human, how it hands off per channel, and where alerts go.
| Input | What it does |
|---|---|
| Alert destinations: Phone number / Email address | Used for SMS or email handoff and service summaries. |
| When should the bot hand off? | Customer asks for a human; Complaint / refund; Bot is unsure; Emergency / safety issue; Unsupported request; High value lead. |
| Handoff by channel | Per channel: Voice, SMS, Missed call text back, Instagram DMs, Facebook DMs, Web chat. |
| Handoff method | Text owner / staff (SMS); Email team; Call staff / Transfer (voice); CRM on some text channels. |
| Destination fields | SMS and email use alert destinations; phone transfer uses its own destination. |
| Staff text alert | What to include: Why they need help; Their latest message; Quick recap; Contact and details collected; Channel and Stronos links. |
| Location specific handoff routing | Shown when you have more than one location. |
| Industry safety presets | Read only guardrails for your industry. |
Review: Review
Launch checklist with Ready, Warnings, and Blocking counts. Click an item to jump to the tab that needs a fix. There are no editable fields here. When the checklist is clear, click Publish agent.
- Business name and timezone
- At least one channel enabled
- Handoff destinations, or handoff off on all channels
- Retell connected if voice is on
- Twilio connected if SMS or missed call text back is on
- Instagram or Facebook account connected if those channels are on
- Services and order confirmation when ordering is on
- Comment reply or moderation types when those features are on
Setup progress percent follows required Review checks only (not warnings).
Review: Compliance
Read only preview of compliance opening lines Stronos injects per enabled channel (Voice assistant recording line; SMS and missed call text back including STOP and rates language; Instagram DM; Facebook DM; Instagram comments; Facebook comments). You do not edit these here. Enable channels to see their previews.
Review: Usage
Read only production usage and estimated pricing for this agent. Pick a period (Today, Yesterday, Week, Month, or Custom), review charts and charges, and see per channel estimates and token estimates. No Publish needed.
Automation agents (shorter path)
If the agent type is Automation, the sidebar is one Automation group instead of full Build and Review:
- Automations (or your template title): keyword flow or SMS mass send setup, with its own Save actions.
- Posts: choose Instagram or Facebook posts for keyword automations.
- Contacts: for SMS subscriber mass send, pick contacts (Save selection).
- Channels: Connect Instagram and Facebook, or Send from SMS number for mass SMS.
Use Save on the automation panels for flow pieces, and the sidebar Save for Automation when shown. That path is not the full conversational packet used by Assistant and Lead Generator.
Quick publish checklist
- Fill Personality (at least Bot name and a sensible AI Level).
- Complete Business name, industry, and timezone.
- Turn on Channels you paid for and bind numbers or accounts.
- If voice is on: set Voice prefs, Create voice agent, then Publish or Save and sync.
- Add Services you want the bot to take.
- Connect Calendar if you book appointments.
- Tune Social if Instagram or Facebook public replies are on.
- Link Knowledge libraries and approved links.
- Set Escalation destinations for handoff.
- Open Review, clear Blocking items, then Publish agent.