Overview
Bolt Agent Settings is where you can customize your Bolt Agent settings for Conversations according to your institution’s specific needs and operational preferences.
With Bolt Agents, you can fine-tune the performance of your AI chatbot to enhance the student experience. Whether you’re setting it up for the first time or updating existing configurations, this guide offers a comprehensive overview of each setting and how to create and manage your Bolt Agents.
Find Bolt Agent settings by navigating to Engagement > Conversations > Bolt Agents.
General
General settings are applied globally. When adding or editing an agent, you can customize each agent's channels and schedule.
Select Channels: Specify which conversation channels Bolt Agents will respond to inbound messages: Live Chat, Email, SMS, and/or WhatsApp.
This setting serves as the central control to enable/disable Bolt Agents.
When all chips are disabled (gray), all agents are disabled.
📌 Note: The agent will optimize its response based on the channel (e.g., SMS responses will be approximately 160 characters, and email responses will include greetings).
Limit the Time Active: Set a schedule for agents to respond to conversations.
This setting is helpful if you'd like the agents to run during off-hours when your team is unavailable.
📌 Note: To run agents on a set schedule, Conversations must be set to active during the same time as agents.
Agents
The Agents card provides a convenient table view of all your agents. Here, you can quickly see each agent's name, type, and whether it’s enabled.
📌 Note: This table is synced with the table found at Engagement > Bolt Agents > Agents. So you can add and manage your Bolt Agents in either location.
From this card, you can also:
Preview an agent to see how it interacts.
Edit an agent to update its settings.
Add a new agent to expand your team’s capabilities.
This section serves as a central hub for managing your agents.
To dive deeper into adding, editing, previewing, and configuring agents, check out our article on Onboarding + Managing Bolt Agents for Students.
Bolt Agent Teams
Bolt Agent Teams control how and where your agents are deployed across student communication channels—Messenger, SMS, Email, and WhatsApp. Teams do not apply to the Phone channel or to Bolt Agent Jobs.
Simply activating an agent doesn’t make it accessible to students—it must be assigned to a team.
For example, you could create an Athletics team that includes an Athletics Advisor and an Admissions Advisor, configuring it to only appear in Messenger on your website pages containing “athletics” in the URL. This ensures the right audience connects with the right team for assistance.
To dive deeper into adding, editing, and managing teams, check out our article on Bolt Agents for Students Teams.
Channel Settings (Messenger, Email, SMS, WhatsApp)
Separate settings sections dynamically appear for each channel where agents are active. These settings are configured based on the channels enabled in the General section at the top.
If you don’t see a specific channel’s settings card (e.g., Messenger, Email, or SMS), it’s likely because the channel hasn’t been enabled under General. Ensure the desired channel is selected to make its corresponding settings card available.
Messenger
Messenger
Greeting: This is the default greeting for your agent, which can also be customized by editing your agent within the Agents table. When you update the greeting in one place, the change is reflected in both.
Avatar: This is the avatar for your default agent, which can also be configured by editing your default agent within the Agents table. When you update the avatar in one place, the change is reflected in both.
Display Knowledge Hub Sources to User: Enabling this setting will provide a source URL at the end of an agent's response. This allows the student to find more information or context on the topic of inquiry.
The source will only display if the agent uses a URL or Website source in its response.
Sources are displayed both externally (to the student) and internally (to you) in the thread. This allows you to see what source was used.
Respond ot Voice Messages with Bolt Voice: Enabling this setting will allow Bolt Agents to reply to voice messages with voice responses.
Messenger Conditions: This setting is for schools that rely solely on the default agent (with no additional agents added). It allows you to specify the pages where agents will be active within Messenger.
Email
Limit Email to a Segment: Restrict Bolt Agent email replies to contacts in selected segments. When enabled, agents will only respond to emails from contacts who belong to the segment(s) you specify.
✨ Pro Tip: This setting is a great way for you to test Bolt Agent email responses before enabling it for your students (add yourself and other testers to a test segment and select it here.)
Limit Email to Email Addresses: Restrict Bolt Agent email replies to certain connected email addresses. When enabled, agents will only respond to emails sent to the address(es) you specify.
SMS
SMS
Limit SMS to a Segment: Restrict Bolt Agent SMS replies to contacts in selected segments. When enabled, agents will only respond to SMS messages from contacts who belong to the segment(s) you specify.
✨ Pro Tip: This setting is a great way for you to test Bolt Agent SMS responses before enabling it for your students (add yourself and other testers to a test segment and select it here.)
Limit SMS to Phone Numbers: Restrict Bolt Agent SMS replies to specific phone numbers. When enabled, agents will only respond to SMS messages sent to the number(s) you specify.
WhatsApp
Limit WhatsApp to a Segment: Restrict Bolt Agent WhatsApp replies to contacts in selected segments. When enabled, agents will only respond to WhatsApp messages from contacts who belong to the segment(s) you specify.
✨ Pro Tip: This setting is a great way for you to test Bolt Agent WhatsApp responses before enabling it for your students (add yourself and other testers to a test segment and select it here.)
Bolt Settings
The Bolt Settings section allows you to enable Sentiment Analysis, which automatically evaluates the emotional tone of messages received in SMS and Messenger (live chat). Messages are categorized as positive, negative, or neutral to help you better understand how students feel during conversations.
For a detailed overview of how sentiment analysis works and tips on using these insights, refer to our Sentiment Analysis article.
Content Moderation Settings
In this section, you’ll find a table listing all content moderation flags, organized by category (e.g., sexual, hate, harassment). At a glance, you can view each flag’s action(s) and priority. You can also edit flags directly from here to update their message, priority, or actions.
Content Moderation helps maintain a safe and respectful environment by automatically flagging conversations that may contain inappropriate, harmful, or manipulative content, including text and images. For more details on managing flags and customizing actions, visit our Content Moderation article.