Changing the Agent name

Changing the Agent Name

Changing your Agent's name is straightforward, but it has a few consequences. Here's everything you need to know.

How to change the name

1. Go to your Agent's Settings

2. In the General section, edit the "Name" field

3. Click "Save changes"

4. A popup will appear with this question:

"Do you also want to update the name shown to users? The name you entered will only be visible in the dashboard. Press Update to also change the name users will see in conversations."

• Update: changes the name everywhere (dashboard + welcome message)

• Cancel: changes the name only in the dashboard

What happens when you change the name

✅ What gets updated

• The name in the dashboard and lists

• The name in the welcome message (if you choose "Update")

• The Agent's public URL

⚠️ What stops working

Sharing layout links will no longer work!

If you've created custom layouts and shared their links, those links will stop working after the name change.

What to do after changing the name

1. Go to Share me > Layouts

2. For each layout, copy the new link

3. Update every place where you shared the old links (e.g. your website, documents, sent emails, social media)