> For the complete documentation index, see [llms.txt](https://guide.indigo.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://guide.indigo.ai/getting-started/workspace/agents-settings.md).

# Agents Settings

When building virtual assistants at scale, there are some things you want **all your agents to have in common**: your company’s tone of voice, core values, communication rules, and even specific links or phrases to mention.

## What Are Agents Settings?

Agents Settings let you define and manage key configuration sections once, and apply them across all agents in your workspace. These include:

* Company Description
* Tone of Voice
* Brand Rules
* General Rules
* Useful URLs
* Conversation Examples
* AI Behavior Settings (like creativity and memory)
* Custom Sections (new reusable content blocks)

**Once configured, any newly created agent will automatically inherit these settings**.

**Existing agents will sync with them unless they’ve already been customized locally** (more on that below).

## When should you use them?

If a setting is meant to be **shared across multiple agents**, define it globally. This ensures brand consistency, simplifies maintenance, and avoids repetitive edits.

Use Global Agent Settings when:

* You're setting up foundational messaging (e.g., tone, brand values). **Single source of truth** – edit once, all Agents inherit it.
* You want to share examples or behavioral rules across many agents.
* You're collaborating with other builders and want a single source of truth.
* **Faster onboarding** – new Agents are created pre-filled with approved content.

{% hint style="info" %}
Still need flexibility? Don’t worry: you can override global settings at the agent level when specific customization is needed. More details on configuring agents can be found here: [How to Create an Agent](/getting-started/agents-workflows-and-triggers/how-to-create-an-agent.md)
{% endhint %}

## How global and local settings work together

Each agent will **inherit** global settings **unless** it has already been edited locally. Here’s how it works:

* **New agents** created **after** configuring global settings will automatically use them.
* **Existing agents** that haven’t been edited will also adopt the global values.
* **Agents that have been edited** (even just once) will **keep their own settings** and show a **“OVERWRITTEN”** tag to indicate that local configuration is overriding the global default.

<figure><img src="/files/CylqgpuHnRrnhNYe9f3Z" alt=""><figcaption></figcaption></figure>

* If you want to **revert an agent to the latest global settings**, you can use the **"Reload agent"** option: it will restore all global values without affecting the agent’s title, trigger, or flow connections.

<figure><img src="/files/6pd4K4jMlbYR78i1hSY9" alt="" width="486"><figcaption></figcaption></figure>

## What You Can Configure Globally

<figure><img src="/files/SgXH0b7t0eZ3WtDlQLS9" alt=""><figcaption></figcaption></figure>

Here’s a closer look at what’s available in the **Global Agent Settings** panel:

#### ✍️ Company Description

Define your brand identity, mission, and values so agents can speak in alignment with your company ethos.

#### 🗣️ Tone of Voice

Set the communication style, whether it’s friendly, professional, playful, or formal.

#### 🚫 Brand Rules

Specify restricted terms and suggest preferred alternatives (e.g., replace “cheap” with “affordable”).

#### 📏 General Rules

List must-follow guidelines for all agents, like whether they should ask questions to the user, how to handle off-topic or unprofessional messages.

#### 🔗 Useful URLs

Add links that agents should mention when relevant, such as help centers, booking pages, or policy documents.

#### 💬 Conversation Examples

Provide example interactions to help shape your agents’ responses. These examples can be reused across all agents and activated via a toggle in each agent block.

{% hint style="info" %}
Inside each Agent block:

* Toggle **Use core examples** to silently append every example stored in Global settings.
* The UI remains uncluttered; the extra examples are only visible in the compiled prompt.
* Add Agent-specific examples underneath as usual.\
  \&#xNAN;*(Core examples are exempt from the OVERWRITTEN logic – use them anywhere.)*
  {% endhint %}

#### 🧩 Custom Sections

Create reusable content snippets (e.g., disclaimers, legal notes).

{% hint style="info" %}
Custom Sections behave like [variables](/getting-started/workspace/variables.md), but are hidden from the regular {{variables}} picker.

* **Create**: Agent settings → **Add section** → give it a name and content.
* **Insert**: In any multiline text field inside an Agent, type **“/”** and pick the section from the dropdown (or keep typing its name).
* **Read-only** in Agents: edit them centrally. Perfect for legal footers, pricing disclaimers, or shared promo blurbs.
  {% endhint %}

<figure><img src="/files/pUYRvHFuYJPTgmdSFpom" alt=""><figcaption></figcaption></figure>

#### 🧠 AI Behavior Settings

Define default AI configuration, including:

* Model to use
* Creativity level
* Short memory (how many previous messages the agent considers)
* Max tokens for answers and documents
* Hypercontrol (for strict output validation)
* Fallback message for errors

{% hint style="info" %}
You can find a more detailed explanation of these settings here: [How to Create an Agent](/getting-started/agents-workflows-and-triggers/how-to-create-an-agent.md#id-4-agent-settings)
{% endhint %}

## How to Access Global Settings

<figure><img src="/files/kStaaPQMepSlI67VYGMy" alt="" width="291"><figcaption></figcaption></figure>

1. Open your workspace.
2. Click on **“Agent Settings”** from the bottom-left sidebar.
3. You’ll land on the **Global Settings** page, where all configuration sections are available for editing.

Changes are saved per section and are instantly available for any new agents you create.

## Best Practices

1. Start by defining your **company-wide defaults** in Global Agent Settings.
2. Use **custom sections** for any content reused across many but not all agents.
3. **Create new Agents**: they inherit everything automatically.
4. **Adjust only when necessary** inside an Agent; if you modify a global field, you’ll see **OVERWRITTEN**. **Regularly audit** for this tag to ensure only necessary overrides exist.
5. Use **“Reload agent”** to reset outdated or inconsistent blocks when needed.