Branding
The Branding card sets your Genie’s visual identity. It previews your logo (or a colored circle if none is set) and your primary color, plus a secondary color and a gradient tag when those are in use. Select Edit to open the branding editor, where you set colors, upload a logo, and enable a gradient.Resources
The Resources card manages the documents, links, and banner shown on your Genie’s live page. Select Edit to configure three sections:- Documents — upload up to 10 files (each under 25 MB). Supported types include PDF, Word, PowerPoint, Excel, text, CSV, and images. Each file can be renamed or removed.
- Banner Image — paste an image URL to show a banner, with a live preview.
- Links — add up to 10 links, each with a label and a URL (validated as you add them).
Closing page
The Closing page card is the wrap-up people see when a conversation ends. Select Edit to set:- Closing message — a short message up to 240 characters (a friendly default is used if you leave it blank).
- Next-step buttons — up to 4 call-to-action buttons, each with a label (such as “Book a call”) and a URL.
Extra
The Extra card holds a few post-call options. Select Edit to configure:- Redirect After Call — a web address to send people to when the conversation ends.
- Capture Leads — when on (the default), conversations automatically create lead records.
- Genie Memory — when on, the Genie remembers context from past conversations. Off by default.
Model & Intelligence
The Model & Intelligence card tunes how your Genie generates responses. Select Edit to adjust:- Response intelligence — choose the intelligence level for your Genie, from a fast everyday option to a more capable one for complex conversations.
- Temperature — a slider from Precise to Creative (0 to 2, default 0.7). Lower values keep answers focused and consistent; higher values make them more varied and creative. A live label reads Very Precise, Balanced, Creative, or Very Creative.
- Max response length — an optional cap on how long each response can be.
- Knowledge Retrieval — when on, the Genie pulls relevant material from its knowledge base while answering.
Conversation Behavior
The Conversation Behavior card controls timing and turn-taking:- Max Duration — the longest a single conversation can run, in seconds.
- Turn Mode — Turn Based (default) or Silence Based, which changes how the Genie decides a speaker has finished.
- Turn Timeout — how long to wait during a turn.
- Silence End Call — how much silence ends the call.
- Text Only Mode — run the conversation as text, without voice.
External Tools
The External Tools card lists the capabilities your Genie can use during a conversation, each with a name and description. A badge shows how many are enabled. Select Edit to turn each capability on or off.Some tools are marked Managed by Sync — these are set up automatically and can’t be toggled here.
Client Events
The Client Events card controls which events your Genie streams to connected applications, each with a label and description. A badge shows how many are enabled, and events that are on by default carry a Default badge. Select Edit to enable or disable each event.Private Context Source
The Private Context Source card attaches a connected data source your Genie can search privately during conversations:- If you haven’t set up any sources yet, you’ll be pointed to the Integrations page to create your first one.
- If sources exist, use Choose integration… to pick one — each is tagged by type (document, API, or connected service) — and attach it.
- Once attached, a panel confirms the source and lists a few of its available resources. You can Change it, Refresh its capabilities, or Detach it.