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Edit an agent’s name, description and type
Adjust its identity and stated purpose.
Before you start
- Use the panel as a platform administrator; the AI Agents list redirects other profiles.
- Have an existing agent.
Step by step
Open the agent > Configuration.
Change Name, Description and the General, Support, Sales or Scheduling type.
Review the System prompt and save settings.
Check your result
The identity updates when saving succeeds.
What you need to know
- Changing type does not create a calendar integration or automatically rewrite an existing agent’s prompt.