The Manage tab is your primary interface for configuring and improving your support agent. Everything you do here is through conversation with the configuration agent.

What you can do

• Add or update business context — Describe your business, and the agent saves a structured summary that your support agent uses as context.
• Manage knowledge articles — Tell the agent about your products, policies, FAQs, or any information customers might ask about. Each topic becomes a knowledge article.
• Set business rules — Define escalation triggers (e.g. "escalate if a customer asks for a refund over $500"), boundaries, and operational rules.
• Adjust tone — Control formality (casual / neutral / formal), friendliness (warm / neutral / professional), and personality.
• Customise branding — Set your agent's name, primary brand colour, and the welcome heading and subheading that customers see.
• Import from URL — Provide a URL (e.g. existing FAQ page, product documentation) and the agent will fetch, analyse, and offer to create knowledge articles from it.
• Review performance — Ask about conversation volumes, escalation rates, and quality scores over any time period.
• Review conversations — List recent conversations (optionally filtered by status) and read full transcripts.
• Archive conversations — Hide old or irrelevant conversations from the list view without deleting them.
• Identify knowledge gaps — Ask the agent to analyse quality data and suggest missing or improvable knowledge articles.

All configuration changes are confirmed with you before being saved. Read-only queries (analytics, conversations) run immediately.