Skip to main content

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
Simply toggle this on, and your agent will offer clickable reply suggestions after each of its messages.

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
Consider the complexity of your agent’s typical tasks when setting this value.

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

Name tasks using this format: [Customer Name] - [Request Type] - [Status]
Example: John Smith - Refund Request - Completed
Start with the content type, followed by the topic and date.
Example: Blog Post: AI Agents Guide - 2024-11-06
Include the data source and action performed.
Example: Processed: LinkedIn Data Export - 150 records
Use format: [Company Name] - [Action] - [Outcome]
Example: Acme Corp - Outreach Email - Sent

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

Format: [Date] - [Action] - [Subject]Example: “2024-11-06 - Email Sent - Product Demo”Best for: Time-sensitive workflows, audit trails, sequential processes
Format: [Project] > [Phase] > [Task]Example: “Website Redesign > Development > API Integration”Best for: Complex projects with multiple levels, nested workflows
Format: [Status] [Subject] - [Details]Example: “Completed: Customer Onboarding - Acme Corp”Best for: Task tracking, progress monitoring, filtering by completion
Format: [Who] - [What] - [When]Example: “Sarah Johnson - Contract Review - Nov 6”Best for: Team collaboration, assignment tracking, accountability

Guide 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
Example: “I’m your research assistant. Tell me what topic you’re exploring, and I’ll help find relevant information and summarize key points.”

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
Example: “Hi there! I’m Maya, your marketing assistant. I can help draft social posts, brainstorm campaign ideas, or analyze content performance. What would you like to work on today?”

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
Your exported file contains all settings, tools, and configurations.

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
Important: Higher autonomy limits may require longer timeout settings to allow the agent to complete its work.