
Suggest Replies
What it is: A toggle that enables automatic reply suggestions after each agent response. When to use it: Enable this feature when you want to:- Keep conversations flowing naturally
- Save time on typing common responses
- Provide users with quick response options
Agent Timeout Time
What it is: The maximum time your agent can work on a task before timing out. How to choose:- Shorter timeouts: More efficient for simple tasks, saves resources
- Longer timeouts: Necessary for complex reasoning, research tasks, or when working with multiple tools
Instructions for Naming Tasks
What it is: Guidelines that help your agent create clear, consistent names for new tasks.How It Works
When your agent creates a task, it uses the LLM to generate a name based on your instructions. The agent considers the full context—trigger data, workflow, and tools—to create meaningful names. These instructions act as a prompt template guiding the LLM’s naming decision.Writing Effective Instructions
- Think about scanning: Put the most important information first
- Consider your workflow: Align names with how you organize work
- Be consistent: Use the same format across similar agents
- Include key identifiers: Customer names, dates, action types, or outcomes
- Test and iterate: Run a few tasks and refine based on results
Examples by Use Case
Customer Support Agents
Customer Support Agents
Content Creation Agents
Content Creation Agents
Data Processing Agents
Data Processing Agents
Sales/Lead Management
Sales/Lead Management
Best Practices
Do
Provide a clear format or structure for your task names, and make sure to include the most important identifying information first. Use consistent terminology that matches your workflow, and keep your instructions concise but specific. Don’t forget to test with a few tasks and refine your instructions based on what works best for your needs.
Don't
Avoid making your instructions too vague or generic—the agent needs clear guidance to create useful names. Don’t include variables that might not always be available in your workflow, and steer clear of complex conditional logic that could confuse the naming process. Remember to specify the order of information so your task names stay consistent.
Common Naming Patterns
Chronological
Chronological
Format:
[Date] - [Action] - [Subject]Example: “2024-11-06 - Email Sent - Product Demo”Best for: Time-sensitive workflows, audit trails, sequential processesHierarchical
Hierarchical
Format:
[Project] > [Phase] > [Task]Example: “Website Redesign > Development > API Integration”Best for: Complex projects with multiple levels, nested workflowsStatus-based
Status-based
Format:
[Status] [Subject] - [Details]Example: “Completed: Customer Onboarding - Acme Corp”Best for: Task tracking, progress monitoring, filtering by completionActor-focused
Actor-focused
Format:
[Who] - [What] - [When]Example: “Sarah Johnson - Contract Review - Nov 6”Best for: Team collaboration, assignment tracking, accountabilityGuide for Using Agent
What it is: Simple instructions shown to users when they start a conversation with your agent. Best practices:- Keep it brief (1-3 sentences)
- Explain what the agent can help with
- Include any specific information users should provide
Welcome Message
What it is: The first message your agent automatically sends at the start of every new task. Tips for effective welcome messages:- Introduce the agent’s purpose
- Set clear expectations
- Include a prompt for the user to get started
Default Prompt for Parent Agents
What it is: Instructions that guide how other agents should interact with this agent when working together. When to use it: Configure this when building multi-agent workflows where agents need to collaborate. This ensures consistent communication between agents and helps maintain workflow integrity.Export Agent
What it is: A button that downloads your agent’s complete configuration as a .rai file (JSON format). When to use it:- Create backups before making major changes
- Share agent configurations with team members
- Transfer agents between environments
- Create templates for similar agents
Agent Autonomy Limit
What it is: The number of consecutive actions your agent can take without human approval. How to set it:- Lower values: More human oversight, better for critical or sensitive tasks
- Higher values: More independence, better for routine or time-sensitive workflows

