Agent Builder - Advanced Configuration¶

Advanced features and power-user settings for fine-tuning your AI agent.

Overview¶

This guide covers advanced configurations for power users who want to enhance their agent with:

• Dynamic behavior based on user context
• Custom personality traits
• Voice processing capabilities
• External tool integrations
• Advanced analytics and quality monitoring

For basic agent setup, see Agent Builder - Basic Configuration.

Advanced Configuration Sections¶

1. Pre Processors and Tags - Dynamic tagging and pre-processing
2. Agent Parameters - Dynamic variables for instructions
3. Prompt Shortcuts - Quick actions for users
4. Personality Traits - Agent personality configuration
5. Documentation - User-facing agent documentation
6. Behavior - Advanced behavior settings
7. Audio and Speech - Voice processing configuration
8. Context - Advanced context management
9. Tools - External integrations and capabilities
10. Post Processors - Response analysis and evaluation

1. Pre Processors and Tags¶

Overview¶

Pre Processors execute JavaScript code before the user query is sent to the LLM. They can dynamically set tags based on user context, authentication status, session data, or any custom logic.

Pre Processors and Tags configuration

How Pre Processors Work¶

Workflow: 1. User sends a message 2. Pre Processor executes (JavaScript snippet) 3. Pre Processor returns tags based on logic 4. Tags determine agent behavior, shortcuts visibility, tool availability 5. Query is sent to LLM with tag context

Adding Pre Processors¶

Pre Processor added to agent with tag configuration

Steps:

1. Configure Pre Processor in Settings (see Settings > Processors)
2. Click "Add" button in Pre Processors section
3. Select configured pre processor from list
4. Configure tags returned by the pre processor

Use Case Example: Authentication-Based Behavior¶

Pre Processor Logic:

// preprocessor example
const subscriberid = ld.get(data, 'user_data.subscriberid', null);
if (subscriberid !== "") {
  ctx.addTag('authenticated');
} else {
  ctx.addTag('unauthenticated');
}

Tag Configuration:

• Tag: authenticated → Shows "View My Account", "Order History" shortcuts
• Tag: unauthenticated → Shows "Sign Up", "Learn More" shortcuts

Benefits:

• Dynamic agent behavior based on user state
• Personalized experience
• Controlled feature access

2. Agent Parameters¶

Overview¶

Agent Parameters are dynamic variables that can be used within agent instructions using {botParams.<key>} syntax.

Agent Parameters configuration

How to Use¶

Step 1: Define Parameters

Add key-value pairs in the Agent Parameters section:

company_name: fifthelement.ai
product_name: AI Agent Platform
support_hours: 9 AM - 6 PM EST
support_email: support@fifthelement.ai
documentation_url: https://docs.fifthelement.ai

Step 2: Reference in Instructions

Use parameters in your instructions:

You are a support agent for {botParams.company_name}.
Our product, {botParams.product_name}, is an enterprise AI platform.

If users need help:
- Support hours: {botParams.support_hours}
- Email: {botParams.support_email}
- Documentation: {botParams.documentation_url}

Benefits: - Easy updates without touching instructions - Reusable agent templates - Multi-environment configuration (dev, staging, prod)

3. Prompt Shortcuts¶

Overview¶

Prompt Shortcuts are pre-defined quick actions that users can trigger with a single click.

Prompt Shortcuts configuration section

Adding a prompt shortcut

Shortcut Configuration¶

Fields:

Label (Required): - Text displayed to users - Action-oriented and clear - Example: "Check Order Status", "Get Product Info", "Troubleshoot Login"

Prompt (Required): - Instruction sent to agent when clicked - Can include variables: {order_number}, {user_email} - Example: "Provide the current status of order {order_number} including shipping details"

Options:

• Shortcut is Required: Make this a mandatory first interaction
• Use Chat History: Include previous conversation context
• Display Mode: Choose visibility behavior

Tag-Based Shortcut Visibility¶

Shortcuts can be scoped to specific tags:

Example:

Shortcut 1: "View My Account" → Tag: authenticated Shortcut 2: "Sign Up for Free" → Tag: unauthenticated

Result: - Authenticated users see "View My Account" - Unauthenticated users see "Sign Up for Free"

4. Personality Traits¶

Overview¶

Personality Traits allow you to fine-tune your agent's conversational style and tone. Select up to 5 traits from various personality dimensions.

Personality Traits configuration with multiple trait dimensions

Available Traits¶

Each dimension has three options: Left Extreme, None (Neutral), Right Extreme

Example Configurations¶

Maximum 5 traits can be selected to avoid conflicting personalities.

5. Documentation¶

Overview¶

The Documentation section allows you to create user-facing information about your agent. This content is displayed when users open the agent in Web App modality via the "How to use this agent - Quick Guide" button.

Documentation configuration with rich text editor

Documentation shown to users in Web App modality

What to Include¶

User Documentation Label: - Title displayed above the documentation - Example: "Quick Start Guide", "Agent Capabilities", "How to Use"

User Documentation (Rich Text):

Recommended Content:

1. Agent Purpose:

This agent helps you find information about our products,
troubleshoot common issues, and connect with support.

2. What It Can Do:

✓ Answer product questions
✓ Provide troubleshooting steps
✓ Search documentation
✓ Escalate to human agents

3. How It Works:

1. Ask your question in natural language
2. The agent will search our knowledge base
3. Receive instant answers with source links
4. Use shortcuts for common tasks

4. Best Practices:

• Be specific in your questions
• Use shortcuts for faster results
• Provide error messages when troubleshooting
• Rate responses to help improve the agent

5. Limitations:

This agent cannot:
- Process refunds (contact support@company.com)
- Modify account settings directly
- Provide pricing quotes (contact sales)

6. Behavior¶

Overview¶

The Behavior section contains advanced settings that control how your agent interacts with users, handles data, and integrates with external systems.

Behavior configuration with various toggles and settings

Key Behavior Settings¶

Debug and Testing¶

Show Context Sent to API for Debugging:

• Displays context sent to the API in the chat window
• Use Case: Troubleshooting agent responses

Language Model Control¶

Prioritize User Selected Language Model:

• User-selected model takes priority over tag-based selection
• Use Case: Give users control over AI model

Enable User to Change Language Model:

• Applicable only for Web App and Sidebar modalities
• Use Case: Power users who understand model trade-offs

User Experience Features¶

Display Chat Progress:

• Displays progress indicator during response generation
• Use Case: Improve perceived responsiveness

Display Session Cost:

• Shows estimated cost of each user session
• Use Case: Cost transparency, usage monitoring

Display Chat Reaction:

• Like/dislike buttons for user feedback
• Use Case: Collect feedback, improve agent quality

Advanced Features¶

Enforce Retrieval Tool Use:

• Works when single retrieval tool can be qualified
• Use Case: Ensure knowledge base is consulted

Allow User Defined Instructions:

• Allows users to customize agent behavior per session
• Not applicable to Widget modality
• Use Case: Power users, research scenarios

Enable Conversation Download:

• Users can download conversation as PDF
• Use Case: Record-keeping, compliance

Tool Configuration¶

Verbose Tool Calls:

• Displays tool execution in chat interface
• Use Case: Debugging, transparency

Enable Request Debug Logs:

• Enable request debug logs for the agent
• Use Case: Advanced troubleshooting

Context Display¶

Generate and Display Title for the Context:

• Auto-generates and displays conversation titles
• Use Case: Conversation organization

Security¶

Encrypt Conversation:

• End-to-end conversation encryption
• Use Case: Sensitive data protection, compliance

Analytics Integration¶

GTM Id (Google Tag Manager Id):

• Enable analytics data transmission
• Use Case: Track usage, behavior analytics

Conversation Management¶

Conversation Inactivity Duration:

• Duration (in minutes) before conversation is marked as ended
• Default: 60 minutes
• Use Case: Session management, trigger post-processors

WebApp Footer Message:

• Footer message displayed on the web app
• Example: "AI can make mistakes, double check responses"
• Use Case: Disclaimers, legal notices

7. Audio and Speech¶

Overview¶

Configure real-time voice processing capabilities for your agent, enabling voice interactions via SIP (telephony) or WebSocket (web-based).

Audio and Speech configuration section

Configuring audio and speech settings

Realtime Voice Processing¶

Enable Realtime Voice Processing:

Once enabled, you can configure:

SIP Realtime Voice Processing:

• For telephone/SIP integration
• Inbound/outbound call handling

Websocket Realtime Voice Processing:

• For web-based voice interactions
• Browser-based voice chat

Enable SIP or Websocket realtime voice processing

Configuration Details¶

Refer to on-screen documentation for detailed configuration of: - Audio codecs - Voice models (ASR/TTS) - Latency settings - Call routing - Interruption handling

8. Context¶

Overview¶

The Context section allows you to add information that your agent can reference when generating responses. Context can be provided as text, documents, or knowledge repositories.

Context configuration with Text, Document, and Knowledge Repository tabs

Context Types¶

Text:

• Direct text input
• Token count displayed
• Example: Product specifications, company policies

Document:

• Upload documents (PDF, DOCX, TXT, etc.)
• Processed and embedded for retrieval
• Example: User manuals, technical documentation

Knowledge Repository:

• Connect to pre-configured knowledge bases
• Vector search enabled
• Example: Full documentation sites, FAQs, support articles

Context Options¶

Limit Context Token:

• Restrict context size to prevent exceeding model limits
• Recommended for cost control

Allow User Provided Context:

• Let users upload documents per session
• Use Case: Custom document analysis

Important: Add 'Context Tool' under the 'Tools' section to enable context usage.

9. Tools¶

Overview¶

Tools extend your agent's capabilities beyond conversation, enabling it to retrieve data, perform actions, and integrate with external systems.

Tools configuration section

Adding tools to the agent

Adding Tools¶

Steps:

1. Click "Add" button in Tools section
2. Select a tool from available options:
3. Knowledge Retrieval - RAG: Access knowledge bases
4. Transfer to Human: Escalate to human agents
5. API Integration: Call external APIs
6. Context Tool: Use context from Context section
7. Custom Tools: JavaScript-based custom tools
8. Configure tool settings:
9. Scope Limiting: Set tags to control when tool is used
10. Instructions: Add guidance for tool usage
11. Parameters: Configure tool-specific settings

Tool Configuration Options¶

Scope Limiting (Tag-Based):

• Control tool availability based on tags
• Example: "Transfer to Human" only for tag needs_escalation

Tool Instructions:

• Provide specific guidance on how/when to use the tool
• Example: "Use this tool when user asks for order status"

10. Post Processors¶

Overview¶

Post Processors analyze agent responses by sending them to an LLM for evaluation, quality checks, or additional processing.

Post Processors configuration

Types of Post Processors¶

Turn Post Processor:

• Executes after each user-agent exchange
• Analyzes individual responses in real-time

Use Cases: - Sentiment analysis per response - Compliance checking - Quality scoring - Real-time flagging

Conversation Post Processor:

• Executes after the entire conversation ends
• Triggered when conversation expires (after Conversation Inactivity Duration)

Use Cases: - Overall conversation summary - CSAT prediction - Conversation categorization - Post-conversation analytics

Configuration¶

Steps:

1. Configure Post Processors in Settings (see Settings > Processors)
2. In Agent Builder, navigate to Post Processors section
3. Click "Add" to select configured post processors
4. Choose processor type:
5. Turn Post Processor
6. Conversation Post Processor
7. Save configuration

Summary¶

You've now configured advanced features for your AI agent:

• ✅ Dynamic behavior with Pre Processors
• ✅ Reusable parameters
• ✅ User-friendly shortcuts
• ✅ Custom personality
• ✅ User documentation
• ✅ Advanced behavior settings
• ✅ Voice capabilities
• ✅ Knowledge context
• ✅ External tool integrations
• ✅ Quality monitoring

Don't forget to click "Save" to apply all configurations!

Related Topics¶

• Agent Builder - Basic Configuration - Essential setup steps
• Agent Reports - Monitor agent performance and analytics
• Agent's Look & Feel - Customize branding and appearance
• Cloning an Agent - Duplicate and modify existing agents
• Version Control - Manage agent versions and rollback
• Knowledge Overview - Configure knowledge bases for RAG
• Settings > AI Models - Manage available language models
• Settings > Processors - Configure pre/post processors