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Configuration

The Configuration tab controls how the agent behaves, what context it can use, which tools it can call, and who can access it. This tab is the main place to turn an agent from a draft into a production-ready assistant.

Agent Configuration

Details​

The Details section defines the agent's basic behavior:

  • Name: the label shown in lists, chat selection, and detail pages.
  • Description: the agent purpose shown to admins and owners.
  • AI Connection: the provider or model connection used by the agent.
  • Model Name: the model available through the selected connection.
  • Reasoning effort: the reasoning level when the selected connection supports it.
  • Initial Message: the first message shown when a user starts a conversation.
  • System Message: the primary instruction that defines the agent's role, constraints, tone, and workflow.

Changing the AI connection can reset the model selection when the current model no longer matches the selected connection type.

Context And Knowledge​

The agent can be connected to several context sources:

  • Data connection assigns data source collections that can be used as retrieval context.
  • Memory assigns memory pages and memory collections that the agent can read as reusable context.
  • Memory write controls whether the agent may create or update Memory content during execution.
  • Task workspace connects the agent to a task workspace when task workflows are enabled.

Use these sections to give the agent reliable business context before adding more tools or broad access.

Treat Memory read and Memory write as separate decisions. An agent can use attached Memory for retrieval even when Memory write is disabled. Enable Memory write only for agents that should maintain curated knowledge and whose outputs will be reviewed.

Access And Identity​

When the current user can manage access policy, the Configuration tab includes Access controls. Access defines whether the agent is available broadly, shared with selected audiences, or kept private.

The Icon section sets the visual identity used in the agent list, chat selector, and other agent entry points. It includes both the icon and icon color.

Model Settings​

The Model configuration section exposes model parameters through sliders:

  • temperature,
  • maximum length,
  • presence penalty,
  • frequency penalty.

Tune these only after the system message and context are stable. Model settings can change style, creativity, verbosity, and repetition behavior.

Tools, Skills, And Sub-Agents​

The Configuration tab can attach:

  • System Tools: built-in Siesta AI capabilities.
  • Shared Tools: organization-level tools available to the agent.
  • Private Tools: user-specific tools connected in a private context.
  • Chat private connection options: private connection types that chat users may attach while using this agent.
  • Skills: reusable capability definitions assigned to this agent.
  • Sub-Agents: other agents this agent can call or coordinate with.

The standalone Skills page remains separate from Agents. In the agent detail, skills are only assigned to the selected agent; they are not managed as a nested Agents section.

Private Connections For Chat Users​

Private connection settings let users bring their own approved accounts into chat with the agent. For example, an agent can be allowed to work with a user's mailbox, calendar, or Drive connection without making that connection shared across the organization.

Use this carefully. Only allow private connection types that match the agent's purpose, and remind users to verify which private account is attached before asking the agent to read or modify personal resources.