Bolt Agent Settings is where you can create and manage your Bolt Agents. From here, you can customize their settings 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 > Bolt Agents.

General settings are applied globally. When adding or editing an agent, you can customize each agent's channels and schedule.

The Agents card provides a convenient table view of all your agents. Here, you can quickly see each agent's name and type and whether it’s enabled.

From this card, you can also:

This section serves as a central hub for managing your agents. We’ll dive deeper into adding, editing, previewing, and configuring agents below:

When adding or editing an agent, you’ll find a wide range of customization options to make each one unique and specialized for its role. Be sure to review these settings and permissions carefully to ensure your agent is tailored to meet your needs before creating it.

Teams are how you deploy your Bolt Agents. Simply activating an agent doesn’t make it accessible to students—it must be assigned to a team. Teams allow you to control where and when agents appear by applying condition filters such as Page URL, Path URL, UTM Parameters, and Conversation Channel.

For example, you could create an Athletics team that includes an Athletics Advisor and an Admissions Advisor, configuring it to only appear on pages containing “athletics” in the URL. This ensures the right audience connects with the right team for assistance.

Explore the dropdown sections below to learn how to manage your agent teams:

Our intelligent Bolt Agents can seamlessly hand off queries to one another within the same team, ensuring students get the help they need without unnecessary delays. This mirrors real-life interactions but operates far more efficiently than navigating from office to office or building to building.

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.

The AI 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.

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.