Name and greeting
- Name — what customers see in the widget header. Keep it short and humanish (“Kay”, not “KeloaSupportBot”).
- Greeting — the first message on webchat. One friendly line.
Pick a model
Most workspaces do fine on the default model. Upgrade to a bigger model only if answers feel shallow after you’ve improved knowledge and the prompt.
Write the system prompt
The system prompt is the single biggest lever. See System prompt for templates and advice.If you leave it blank, Keloa generates a starter from your workspace context.
Attach knowledge
New agent = empty knowledge. Add sources in the agent’s Knowledge tab, or go to Knowledge → New source and pick this agent.See Knowledge.
Enable tools (optional)
Under Tools, enable what this agent is allowed to do — lookup a Shopify order, hand off to a teammate, fetch a tracking number, etc. See Tools.