---
title: "Settings"
url: "https://help.magicblocks.ai/en/article/settings"
language: "en"
last_updated: "2026-03-18T08:07:48.809Z"
---

# Settings

The Agent Settings panel defines how your AI Sales Agent behaves, responds, and tracks conversions at a global level. It controls the essentials — where conversations start, how proactively the chat appears, what business goals you track, and how your Agent presents itself across your website.

## **When to Use**

Use Agent Settings whenever you want to:

-   Fine-tune how your Agent greets and engages visitors
-   Set and track conversions that matter to your business
-   Enable proactive chat behavior for higher engagement
-   Organize and manage Agents with tags
-   Connect analytics to measure performance
-   Configure feedback collection

## **How It Works**

### **Access Agent Settings**

1.  Go to **Agents** in the left sidebar
2.  Select your Agent
3.  Under **General**, click **Settings**![](https://cdn-assets.productfruits.com/219d001a-e81d-4395-8256-dd6d3a4d2b9d)Everything you adjust here applies across your entire Agent — no coding needed.

## **1 | Description**

Add a note describing how or where this Agent was created.  
Useful for teams managing multiple Agents.

**Example:**  
“Created from [https://epicintros.vip](https://epicintros.vip/) using [MagicBlocks](https://magicblocks.ai/hc) Wizard.”

## **2 | Tags**

Tags help you categorize and filter your Agents — useful for analytics, A/B tests, or campaign organization.

Examples:

-   *sales*
-   *demo*
-   *support*
-   *high-intent*

## **3 | Select Start Block**

Choose where every new conversation begins.

Examples:

-   Start at **Hook** for immediate greetings
-   Start at **Align** for returning users
-   Start at **Pitch** for landing pages with strong intent

Choose the start point that best fits your funnel strategy.

## **4 | Feedback**

Enable this to collect user feedback at the end of conversations.

Great for monitoring user satisfaction and improving Agent quality.

## **5 | Primary Conversion**

Your Primary Conversion defines the **main success metric** for your Agent.

Common examples include:

-   Session Scheduled
-   Contact Captured
-   Hook Engaged
-   Human Handover
-   Follow-Up Required
-   Action Proposed
-   Contact Created

### **Create a new goal**

-   Click **\+ Create new**
-   Add:
-   -   **Goal name**
    -   **Conversion value ($)**
    -   **Tags**
    -   Optional: Connect analytics (e.g., Google Analytics)
-   Click **Create**

Your Agent will begin tracking this across all sessions.

## **6 | Proactively Open Small Message**

This feature displays a small teaser message — a friendly nudge to grab attention.

Options:

-   **Off**: Only opens when users click the widget
-   **On**: Auto-sends the first message after a short delay
-   **Delay Time**: e.g., “Show after 2 seconds”

Example:  
“Need help choosing a plan?”

## **7 | Proactively Open Full Chat Window**

This forces the full chat widget to open automatically — the highest engagement option.

Settings:

-   **On/Off toggle**
-   **Delay Time**: When it pops open (e.g., 1 second)
-   **Display Options**: Desktop, Mobile, or Both

Example:  
Full chat opens 1 second after page load on desktop only.

## **Summary**

| Feature | Purpose |
| --- | --- |
| **Description** | Add context about where the Agent came from |
| **Tags** | Organize Agents internally |
| **Start Block** | Choose where conversations begin |
| **Feedback** | Collect user satisfaction |
| **Primary Conversion** | Define your key business goal |
| **Proactive Small Message** | Show a teaser message automatically |
| **Proactive Full Chat** | Auto-open chat for higher engagement |

## **Best Practices**

-   **Use clear, meaningful goals** (e.g., *Book Demo*, *Submit Quote*)
-   **Enable proactive chat** for more engagement — 1–2 seconds delay works best
-   **Tag your Agents** by industry, funnel, or campaign for easier tracking
-   **Set your Start Block strategically** based on user intent
-   **Collect feedback** to improve conversations over time

## **FAQs**

**1\. Does changing the start block affect published Agents?**  
Yes — it changes where conversations begin for new sessions, but not existing ones.

**2\. Can I track multiple conversions per Agent?**  
Yes, you can create and tag multiple conversion goals.

**3\. What happens if Memory Capture is off?**  
Conversations reset every time — no session recall.

**4\. Do proactive messages work on mobile?**  
Yes, but you can toggle between Desktop, Mobile, or Both.

**5\. Can I add snippets to fallback or end messages?**  
Yes — use placeholders like `{user_name}` or `{agent_name}` for personalization.

## **Related Articles**

[Agents Overview](https://help.magicblocks.ai/en/article/creating-your-ai-agents)

[Persona (in Agents)](https://help.magicblocks.ai/en/article/agents-persona)

[Key Facts](https://help.magicblocks.ai/en/article/key-facts-information-to-gather)

[Actions](https://help.magicblocks.ai/en/article/setting-smart-automation-with-actions)

[Guardrails (Advanced)](https://help.magicblocks.ai/en/article/guardrails-advanced)

[Understanding Journey](https://help.magicblocks.ai/en/article/get-started-with-magicblocks-)

[Go Live](https://help.magicblocks.ai/en/article/embedding-your-ai-agent-to-a-website)

[Quick Check Your AI Agent Setup](https://help.magicblocks.ai/en/article/your-ai-agent-quick-check)