Configuring an Agent
After creating an agent, you need to configure its behavior to match your business needs.
Accessing Configuration
- Go to Agents in the sidebar
- Click on the agent you want to configure
- Select the Configuration tab
Agent type and project scope
Agent type
Choose what kind of properties the agent handles:
| Type | Best for |
|---|---|
| Off-plan — Multiple projects | New-build developments. Works across your projects, or can be narrowed to specific ones (see Project scope below). |
| Ready properties — Sale & Rent | Second-hand listings for sale or rent. |
| Automatic router | A general assistant that detects what each lead wants and hands the conversation to the right specialist. |
Project scope
When the agent type is Off-plan — Multiple projects, a Project scope selector appears. It controls which projects the agent may talk about:
| Selection | Result |
|---|---|
| No projects selected (the default) | The agent works across all your projects — the full catalog. |
| One project | A dedicated landing: the agent only ever discusses that single project and commits to it from the first message. Ideal for a project-specific website widget or WhatsApp line. |
| Several projects | A promotion landing: the agent is limited to exactly those projects — useful for promoting the phases of one development together. |
Picking a single project gives a lead the focused experience of a one-project sales assistant — it never brings up your other developments.
If your workspace has no projects, the Project scope selector is disabled with a short hint. Create a project first, then come back to scope the agent.
Agency collaboration
When the agent type is Off-plan — Multiple projects and agency collaboration has been switched on for your workspace, an Agency collaboration toggle is available in the agent's settings. When enabled, the agent asks at the start of each conversation whether it's talking to an end buyer or to a real-estate agency. Buyers continue through the normal off-plan conversation unchanged. Agencies that want to resell your projects are recognised and invited to identify themselves and leave their details — and they can still browse the project (photos and sales materials) just like a buyer — so your team can follow up.
The toggle is off by default. Turn it on if you work with external agencies or brokers who may reach out through your channels to request collaboration.
When an agency submits a collaboration request, the workspace owner and admins receive an email — flagged as priority when the agency already has an interested buyer.
If you don't see this toggle, agency collaboration isn't enabled for your workspace yet — contact support to have it switched on.
Configuration Options
Safety Level
The safety level controls how cautious your agent is when responding:
| Level | Description | Best For |
|---|---|---|
| Low | More creative, less restrictive responses | Informal conversations |
| Medium | Balanced approach (recommended) | Most use cases |
| High | Conservative, fact-focused responses | Sensitive industries |
Start with Medium and adjust based on customer feedback and conversation quality.
Conversation Turns
Set the maximum number of back-and-forth exchanges before the agent suggests human handoff:
- Minimum: 3 turns
- Recommended: 10-15 turns
- Maximum: 50 turns
This prevents conversations from running indefinitely and ensures complex queries get human attention.
Response Language
Configure which languages your agent can respond in:
- English (default)
- Spanish
- Arabic
The agent can detect the customer's language and respond accordingly if multiple languages are enabled.
Knowledge Base Connection
Link your agent to specific datasets from your Knowledge Base:
- Click Select Datasets
- Choose which document collections the agent should use
- Click Save
The agent will only reference documents from selected datasets when answering questions.
Advanced Settings
Workflow Backend
PropPilot uses a workflow system to process messages. Advanced users can configure:
| Setting | Description |
|---|---|
| Workflow URL | Custom endpoint for message processing |
| Timeout | Maximum wait time for responses (default: 30s) |
Most users should leave these at default values. Only modify if you have a custom n8n or automation setup.
Rate Limiting
Each agent has built-in rate limiting to prevent abuse:
- Default: 10 requests per second per tenant
- Prevents excessive API calls
- Protects against spam attacks
Testing Your Agent
Before going live, test your agent:
- Enable the agent on a test channel
- Send various types of messages
- Check responses for accuracy and tone
- Verify knowledge base information is correct
- Test edge cases and unusual questions
Test Scenarios
Try these scenarios:
- ✅ Basic property inquiry
- ✅ Pricing questions
- ✅ Appointment scheduling request
- ✅ Off-topic question (should redirect gracefully)
- ✅ Multiple questions in one message
- ✅ Messages in different languages
Saving Changes
After making configuration changes:
- Review all settings
- Click Save Changes
- Wait for confirmation toast
Changes take effect immediately for new conversations. Ongoing conversations may need to restart to see updates.
Best Practices
Do's
- ✅ Keep knowledge base documents up to date
- ✅ Use medium safety level to start
- ✅ Set reasonable conversation turn limits
- ✅ Test thoroughly before activating
- ✅ Monitor conversations regularly
Don'ts
- ❌ Set safety level too low without testing
- ❌ Connect agents to irrelevant datasets
- ❌ Activate without testing
- ❌ Ignore conversation logs
What's Next?
Shape how your agent talks to customers — its personality, identity, and rules: