Agent Settings

Customize Sandra’s identity, personality, language support, and topic guardrails from the Admin Portal → Settings tab.

badgeIdentity & branding

Field	Description	Example
Agent Name	How Sandra introduces herself	Sandra, Aria, Support Bot
Organization Name	Your company / org name	Acme Corp
Organization Description	Brief org description	A SaaS platform for project management
Website URL	Your website	https://acme.com
Contact Email	Support / contact email	support@acme.com

psychologySystem prompt

The system prompt defines Sandra’s core personality and instructions. Two options:

System Prompt Override

Replace Sandra’s default prompt entirely. Use when you need full control.

You are Sandra, an AI assistant for Acme Corp. Help team members with scheduling, email, and project management. Always be professional but friendly.

Additional Context

Add extra instructions on top of the default prompt. Best for facts and guidelines.

- Our fiscal year starts in April - The CEO is Jane Smith (jane@acme.com) - Team standup is every day at 9am EST - Use metric units for all measurements

Tip: Use “Additional Context” for facts and guidelines. Use “System Prompt Override” only if you need to completely change Sandra’s personality.

translateLanguage support

Add language codes for languages your team uses. Sandra auto-detects the incoming language and responds in the same language if it’s in the supported list.

en	English
fr	French
es	Spanish
ar	Arabic
ht	Haitian Creole
pt	Portuguese
zh	Chinese

Default: English if no languages are configured.

shieldTopic guardrails

Allowed Topics

Define what Sandra should engage with. Leave empty for no restrictions.

Company policies, meeting scheduling, email management, project status, HR questions, IT support

Off-Topic Response

How Sandra responds when asked about topics outside the allowed list.

I appreciate the question, but I’m specifically designed to help with work-related tasks. Is there anything work-related I can help you with?

Configuration examples

Customer Support Bot

Agent Name: Support Assistant

Allowed Topics: Product support, Billing, Account management

Off-Topic Response: I’m here to help with Acme support. Visit acme.com/contact for other questions.

Internal Team Assistant

Agent Name: Sandra

Additional Context: Tech stack: Next.js, PostgreSQL, AWS. Sprint planning Monday 10am.

Languages: en, fr

Allowed Topics: (none — unrestricted)

Multilingual Org

Agent Name: Sandra

Languages: en, fr, ht, es

Additional Context: EdLight operates in education tech. Offices: Port-au-Prince, New York, Paris.

swap_horizAI provider configuration

Sandra supports multi-provider fallback for both chat and voice. If the primary provider is unavailable (quota exceeded, rate limited, server error), Sandra automatically retries with the next configured provider.

Chat providers

Priority	Provider	Model	Env Var
1	OpenAI	`gpt-4o`	`OPENAI_API_KEY`
2	Google Gemini	`gemini-2.0-flash`	`GEMINI_API_KEY`
3	Anthropic	`claude-3-5-sonnet`	`ANTHROPIC_API_KEY`

Voice providers (STT & TTS)

Priority	Provider	STT	TTS
1	OpenAI	`Whisper`	`tts-1`
2	Google Gemini	`Multimodal STT`	`gemini-2.5-flash-preview-tts`

infoOnly providers with a valid API key are included in the fallback chain. Set AI_PROVIDER_PRIORITY to change the priority order (e.g. gemini,openai,anthropic).

Best practices

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Keep the system prompt focused — Don’t overload with too many instructions. Clear and concise works best.
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Use Additional Context for facts — Put team members, schedules, policies there — not in the system prompt.
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Test after changes — Settings take effect immediately. Try edge cases in the chat.
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Start permissive, then restrict — Begin without topic restrictions and add guardrails as patterns emerge.
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Review capability gaps — Check the Gaps tab — if Sandra gets off-topic requests, improve guardrails.

← External APIs

Connect any REST API.

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