Mindset AI Documentation
Developers
  • General
    • Welcome
    • AI and Security
      • AI Guidelines
      • Security Q&A
      • AI Buyers Guide
  • Platform
    • Overview
    • Features
      • Welcome workflow
        • How to configure the Welcome workflow
        • Welcome workflow best practices
      • Onboarding workflow
        • How to configure the Onboarding workflow
        • Onboarding best practices
        • How to configure Single Sign-On (SSO)
        • How to Configure Multi Factor Authentication (MFA)
      • Knowledge workflow
        • Content Discovery
          • How to configure Content Discovery
          • Setting up the Content Discovery carousels
          • ‘Trending’ carousel calculations
        • Knowledge Banks
          • How to configure a Content Knowledge Bank
          • Learn about Synced Knowledge Banks
          • How to create Speakers
          • How to exclude Content from being visible
          • How to process PDF files
          • How to process SCORM files
          • Knowledge Bank best practices
          • Prompts
            • How to configure Prompts
            • Prompts best practices
        • Events
          • How to configure External Events
          • How to Configure Live Streaming Events
        • Knowledge workflow FAQs
      • Agents
        • How to configure the Agent workflow
          • How to add an Agent Disclaimer message
        • How to create Agents
          • Settings
          • Personality
          • Policy
          • Capabilities
            • Capabilities best practices
          • Tools
          • LLM (Beta)
          • Design
          • Knowledge
          • Bias
          • Testing
          • Preview
          • Access
        • Language Translation within Agents
    • Design
      • Navigation
      • Branding
      • Thumbnail Design
      • Images
        • SVG Images
        • Selecting the Right Image for your Application
    • Accounts
      • How to configure Accounts
      • How to configure Account branding
      • How to invite end-users to an Account
    • Humans
  • Developers
    • Embed SDK
      • Embed an AI agent: step by step guide
      • How to embed an agent in your site
      • Testing your Embedded Agent
      • Authentication
    • Mindset API
      • Mindset Public APIs
      • HTTP API
        • API Key authentication
        • API Servers
        • api-getappuid
        • api-authenticate-embedded-user
        • api-humans
        • api-accounts
        • api-accountmembership
        • api-bankaccess
        • api-agentaccess
        • api-bankcontent
  • Analytics
    • Overview
    • ThoughtSpot
      • ThoughtSpot FAQs
        • Adding a logo or image to a liveboard
        • There is data missing from liveboard
        • Exporting raw data
        • Exporting data to a csv file
        • How to add a note to a liveboard
        • How to pin in a liveboard
        • Editing individual data visualizations in a liveboard
        • Thoughtspot Alerts
    • Connecting a BI tool
  • Integrations
    • Overview
      • Choosing Data for your Agent
      • Supported Files
    • Content management
      • Google Drive
        • Google Drive Integration Set-Up
      • SharePoint
        • SharePoint Integration Set-Up
      • Hubspot
      • Podbean
      • Wistia
      • WordPress
      • Dropbox
    • Communication
      • Microsoft Teams
      • Slack
    • Customer Management and Payment
      • Hubspot
      • Stripe
  • Support
    • Contacting support
    • Taking a screenshot on any laptop
    • Resizing & compressing images
    • Performing a hard refresh
    • Application loading time
    • Raise a support ticket
    • Service Level Agreement (SLA)
  • Mindset AI Website
  • Book a Demo
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On this page
  • Salutation
  • Agent Disclaimer
  • Agent selector workflow card
  • Global Agent Configuration

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  1. Platform
  2. Features
  3. Agents

How to configure the Agent workflow

Learn how to configure the Agent workflow.

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Last updated 3 months ago

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To configure the Agent workflow go to Configure > Agents > General settings to set up the workflow.

Salutation

Configure an initial Salutation and message, this will only appear with the Agent selector screen (when more than one Agent is available to a user).

Agent Disclaimer

The Agent disclaimer allows you to configure a friendly message that appears at the bottom of the Agent interface to remind end-users they are engaging with an AI Agent.

Agent selector workflow card

Configure exactly how you want the Agent workflow card to appear to end-users by changing the Title, Description, Button, Colors, and Image. Note this only appears when more than 1 workflow is showing on a Navigation tab.

Global Agent Configuration

For configuration across all Agents, there are 3 options which can be toggled on or off:

  • Hide Insights

  • Automatically convert US to UK spelling

  • Automatically obfuscated offensive words

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How to add an Agent Disclaimer message