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Agent behavior settings configure context-driven overrides, alerting, human handoff, and real-time agent assistance.

Behavior profiles

The Behavior Profiles page lets you define context-driven overrides for agent conversation behavior. Profiles layer on top of any agent baseline when their conditions match, without modifying the core agent definition. Navigation: ProjectSettingsBehavior Profiles

Create a behavior profile

Select Create Profile to open the structured editor. The profile header includes the following fields: Below the header, the profile editor organizes settings into three behavior sections: Speaking Listening No-Input Handling Configuration
This is only supported for pipeline voice using KoreVG.
Interaction Authoring Note: A free-text field for documenting when and why this profile applies. All settings default to Inherit, meaning the agent’s base configuration applies. Override any setting to customize behavior for the profile’s conditions. Select Save to create the profile, or switch to Raw DSL to edit the profile definition as code.

Alert settings

The Alerts page serves as an inbox for workflow approvals and proactive notifications. Navigation: ProjectSettingsAlert Settings Tabs Filter the Approvals tab by source (Workflow or Agent) and type (All, Approvals, Data Entry). Toggle Include completed to view historical approvals alongside pending items.
The Approvals tab requires the human_task:read permission. If your role lacks this permission, the system displays a “Forbidden: missing required permission” message.

Agent transfer

The Agent Transfer Settings page configures defaults for agent transfer sessions, routing, voice gateway, and PII handling. These settings apply project-wide unless an individual agent or workflow overrides them at runtime. Navigation: ProjectSettingsAgent Transfer The page organizes content into three collapsible sections. Select a section header to expand or collapse it. Select Save to apply changes or Reset to restore all values to defaults.

Default routing

Default Routing sets the fallback connection, queue, priority, and post-transfer behavior that the platform uses when an agent initiates a transfer. Individual agents or workflows can override these values at runtime.

Voice gateway

Voice Gateway configures transfer behavior for voice channels. These settings determine how the platform hands off calls to the agent desktop over SIP or PSTN.

PII handling

PII Handling controls how the platform treats personally identifiable information when transferring a conversation to a human agent.
Enabling De-tokenize Before Transfer exposes raw PII to the agent desktop. Only enable this for destinations where human agents have explicit authorization to view personally identifiable information.