Agent settings

Set and edit your agent’s global rules, model, personality, and fixed greeting line.

Configure your agent’s greeting, personality, model, and rules in Build > Agent.

When to configure each setting

Setting	When to use	Impact
Agent	For the initial setup or when rebranding	Personality (tone) and role. The greeting is configured per-channel under Channels > Voice/Chat configuration.
Model	New agent setup, or optimizing for cost/latency/quality	LLM selection. Raven recommended, but other models are also available.
Behavior	Consistent terminology, compliance, edge-case handling	Add your global constraints – tone, language style, compliance guardrails, pronunciation overrides.

Configuration sections

Agent

Personality and role.

Model

Raven (recommended), OpenAI, Amazon Bedrock, or your own endpoint.

Behavior

Language style, compliance, edge cases, and pronunciation overrides.

Automate with the Agents API

If you spin up new agents from a reference template — for example, one agent per client or market — you can create and duplicate them from code.

Script agent creation via the Agents API

The Agents API has endpoints for creating and duplicating agents.

# Create a new agent from scratch
curl -X POST https://api.us.poly.ai/v1/agents \
  -H "x-api-key: $POLYAI_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{ "name": "Support Agent", "description": "Tier 1 support, US" }'

# Duplicate an existing agent as a starting point
curl -X POST https://api.us.poly.ai/v1/agents/AGENT_ID/duplicate \
  -H "x-api-key: $POLYAI_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{ "name": "Support Agent - UK" }'

Related pages

Agents endpoints

Create, duplicate, and configure agents from code.

Deployment pipeline

Publish and promote versions through Sandbox, Pre-release, and Live.