Witivio Documentation

# Agent customization

# Overview

The Agent Customization section allows administrators to configure both the identity and behavioral capabilities of an agent.

To access this section:

  1. Go to the "Configuration" tab
  2. Select "Agent Customization"

The interface contains two main tabs:

  • Identity
  • Features

The Identity tab defines how the agent appears.
The Features tab defines how the agent behaves.

# Identity

The Identity tab allows administrators to configure how the agent is presented to users.

# Name

The Name field defines the display name of the agent.

# Purpose

  • Clearly identify the agent within the organization
  • Reflect the business use case (e.g., HR Pilot, IT Assistant, Finance Bot)
  • Maintain consistency across deployments

This field is mandatory.

# Icon

The Icon field allows administrators to upload a visual representation of the agent.

# Purpose

  • Improve visual recognition
  • Align the agent with department or company branding
  • Enhance the user experience

The icon is displayed next to the agent name in the interface.

# Description

The Description field defines the functional summary of the agent.

# Purpose

  • Explain the scope of the agent
  • Clarify its role and capabilities
  • Provide context to administrators and users

The description should clearly state:

  • What the agent does
  • In which context it operates
  • What type of support or knowledge it provides

This field is mandatory.

# Features

The Features tab allows administrators to configure how the agent processes knowledge, handles context, and integrates with external systems.

These settings influence:

  • Knowledge prioritization
  • Context handling
  • Search capabilities
  • Integration exposure

Each feature can be enabled or disabled depending on organizational needs.

# Privacy & Security

# Anonymous mode

Mask user identity to reinforce confidentiality.

When enabled:

  • User identities are not displayed in conversations
  • User identities are not visible in conversation history
  • Interactions are processed without nominative association

The conversational experience remains fully functional.

Recommended for environments requiring enhanced confidentiality.

# Content & Capabilities

# Balanced content ranking

Prioritize Q&A and documents equally for optimal relevance.

When enabled:

  • Q&A and documents are evaluated at the same priority level
  • The agent applies a structured arbitration logic
  • Knowledge usage remains consistent and context-aware

# Web Search (Preview)

Targeted web search with the ability to define custom sources and domains.

In Preview mode, web queries are limited to 10 per agent per month.

When enabled:

  • The agent can retrieve controlled web-based information
  • Administrators can restrict domains
  • External data complements internal knowledge

This feature is currently in Preview and may evolve.

# SourceSense (Preview)

Conversational experience with contextual references visible throughout the conversation.

When enabled:

  • References remain visible across exchanges
  • Context is incorporated in a structured format
  • Responses align with transparency and explainability principles

SourceSense is currently available in Preview.

# Integrations

# MCP (Preview)

Model Context Protocol – Enable the use of the agent via MCP.

The MCP feature allows organizations to use the agent in their own environments or orchestrations as an MCP Tool.

When enabled:

  • The agent can be invoked from an MCP-compatible environment
  • The agent can be integrated into internal workflows
  • External platforms can call the agent

Use cases:

  • Multi-agent orchestration
  • Internal system integration
  • Third-party platform invocation

Important information:

  • MCP is currently in Preview
  • Activation is optional
  • Intended for environments with compatible infrastructure

MCP API documentation is not publicly available. It can be requested through support.

MCP APIs are expected to evolve significantly during the Preview phase.

# Preview Terms & Conditions

Features marked as "Preview" are subject to specific usage conditions.

Before enabling any Preview feature, administrators should review the official Preview Terms and conditions available at:

https://docs.witivio.com/solutions/aidesk-pro/preview-features.html (opens new window)

Preview features:

  • May evolve during the evaluation phase
  • May have usage limitations
  • Are not covered by standard production SLAs
  • Are intended for controlled evaluation environments

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