Settings
The Advanced tab in Agent Settings gives you granular control over how your AI Agent behaves — managing memory, conversation logic, timeouts, and error handling for smoother, smarter chat experiences.
When to Use
Use the Advanced tab when you need to:
- Enable conversation memory across sessions or channels
- Configure how and when sessions end
- Customize fallback responses for technical or comprehension errors
- Add proactive messages or starter questions
- Optimize multi-device behavior (Desktop, Mobile, Both)
ADVANCED TAB
Memory Capture
Enable this setting to allow your AI to remember and utilize information from previous sessions, providing a more personalized and efficient user agent. This feature helps your AI recall preferences, details, and context, ensuring smoother interactions over time. Disable this setting if you prefer each session to start fresh, without any memory of past conversations.
Toggle Capture Memories ON, then select:
- Chat
- SMS
- Messenger
(Email coming soon)
Returning users will continue where they left off.
End Agent Actions
Define what happens after inactivity.
- End session after: set duration (default: 15 mins)
- End message: use system default or custom text with snippets (e.g.,
{user_name})
Example:
“Your chat session has ended. If you’d like to continue, just ask another question.”
Starter Questions
Ask visitors a predefined question when chat starts.
Off: Skip and begin normal flow
On: Start with a question (e.g., “What brings you here today?”)
Starter questions help qualify visitors faster.
Failure Response Message
Set a fallback message for errors or confusion.
Default:
“Sorry, I’m having technical problems. Would you mind rephrasing and trying again?”
Customize this to match your tone or include dynamic snippets.
Feedback
Same as the Basic tab — enable if you want to collect post-chat user ratings or feedback.
Summary — Advanced Tab
Feature | Purpose |
|---|---|
Memory Capture | Store user context across sessions. |
End Agent Actions | Define session timeouts and end messages. |
Starter Questions | Start with an engaging qualifier. |
Failure Response | Customize fallback messages. |
Feedback | Gather post-chat ratings. |
Summary — Advanced Tab
Feature | Purpose |
|---|---|
Memory Capture | Remembers user context across sessions and channels. |
End Agent Actions | Manages inactivity timeouts and closing messages. |
Proactive Engagement | Automates teaser messages or chat openings. |
Starter Questions | Initiates conversations with qualifying questions. |
Failure Response Message | Defines fallback text for errors or confusion. |
Feedback | Gathers user satisfaction data post-chat. |
Best Practices
- Enable Memory Capture if you use multi-channel campaigns (Chat + SMS + Messenger).
- Set End Agent messages to be friendly and inviting.
- Use Proactive Messages sparingly — balance engagement with user comfort.
- Personalize Fallback Responses to sound on-brand, not robotic.
- Enable Feedback on high-traffic Agents to continuously improve tone and accuracy.
FAQs
1. What happens if Memory Capture is off?
The Agent will not retain context — each session starts fresh.
2. Can I have different proactive messages per device?
Yes. You can set display options for Desktop, Mobile, or Both.
3. Does Starter Question replace the normal first message?
Yes — it becomes the initial line your Agent sends to start engagement.
4. Can I use snippets in fallback or end messages?
Absolutely. Use placeholders like {user_name} for a personal touch.
5. Is feedback visible inside analytics?
Yes — user ratings and comments are tracked under your Agent’s analytics dashboard.
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