Open Agents and click an agent to edit it, or click Create Agent to start a new one. Changes take effect when you click Save at the bottom of the page.
The top of the agent editor
| Setting | What it does |
|---|---|
| Icon and Name | How the agent appears across Runhappy |
| Agent Type | How the agent operates, e.g. Conversational |
| Model Preset | The quality and cost tier of the AI model, e.g. Fast |
| Goals | What you want the agent to accomplish. Add one line per goal. |
| Instructions | A detailed description of how the agent should achieve its goals: its role, tone, rules and edge cases |
| Voice | The voice used on phone calls |
| Pre-populated Knowledge | Knowledge inserted at the start of every conversation. Use it for facts the agent must always have. |
| Searchable Knowledge | Knowledge the agent can look up when it needs it. All Knowledge is the default. |
| Custom Tools | Your own API tools the agent can call (see Custom tools) |
| MCP Tools | Tools from your MCP connections |
| Operational Agents | Background agents this agent can hand work to |
| Standard Tools | Tools built into Runhappy, such as Get Contact, Update Contact, Enroll in Lifecycle, Check Booking Availability, Create Booking and Confirm Booking |
| Default | Use this agent when no other one has been configured |
Voice and Knowledge settings
Choosing the custom tools an agent can use
Click Archive at the bottom-left of the editor. Archived agents stop answering conversations.