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Editing or Deactivating an Agent

Access: Tenant Admins only

After registering an agent, you may need to update its configuration (e.g., change the endpoint URL after a migration) or temporarily deactivate it.

Demo Video


How to Edit an Agent

  1. Go to the Agents page or the Admin dashboard.
  2. Find the agent you want to edit.
  3. Click the settings icon (gear icon) on the agent card or row.
  4. The edit form opens with the agent's current configuration.

Edit Agent Form — Replace with actual screenshot

  1. Modify the fields you need to change:
Editable FieldWhen to Change It
NameWhen you want to rename the agent for clarity
DescriptionWhen the agent's purpose or capabilities have changed
Endpoint URLWhen the agent has been migrated to a new server or URL
TagsWhen you want to reorganize or recategorize the agent
Config JSONWhen framework-specific routing or configuration changes
  1. Click Save to apply the changes.

Expected result: The agent's details are updated immediately. All users will see the new name/description on their next page load. If the endpoint URL changed, new chat messages will go to the new URL.


How to Deactivate an Agent

Deactivating an agent makes it unavailable to all users without deleting it.

  1. Find the agent on the Agents page.
  2. Click the status toggle on the agent card (or the settings icon → toggle active/inactive).
  3. Toggle the agent to Inactive.

What happens when an agent is deactivated:

  • The agent card appears greyed out in the Agents list
  • Users cannot start new chats with the agent
  • Existing chat sessions are preserved (you can still view history)
  • Traces, logs, and analytics data are retained
  • The agent can be reactivated at any time by toggling it back to Active

How to Delete an Agent

If you want to permanently remove an agent:

  1. Go to the Admin dashboard.
  2. Find the agent.
  3. Click the delete button (trash icon).
  4. Confirm the deletion in the confirmation dialog.

Warning: Deleting an agent marks it as deleted and removes it from all views. Active chat sessions for the agent are also closed, and all user access assignments are removed. This action cannot be undone through the UI.


When to Edit vs. Deactivate vs. Delete

ScenarioAction
Agent moved to a new URLEdit — update the endpoint URL
Agent temporarily down for maintenanceDeactivate — prevent users from chatting until it's back
Agent no longer needed but data should be preservedDeactivate — keeps history intact
Agent was a test and is no longer relevantDelete — clean up your agent list