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Agent Settings

Configure your AI agent’s communication channels, behavior, and capabilities through the agent settings.

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Email Setup

Setting up an email address allows agents to send & receive emails.

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Steps

  1. Add a new email domain in workspace settings
  2. Add all the DNS records in your domain provider
  3. Wait for a few minutes for domain verification
  4. Add a new email address in agent setting
    • Choose the email domain that you added in the previous step
    • You can customize the email address and email display name
  5. Click Send Test Email button to test sending a new email
For detailed DNS configuration, see Domain Configuration.

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SMS Setup

Reach out to the OmniAI team and we will set up a Twilio number for your agent.

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Admin Emails

Once admin emails are set up, admins can:
  • Forward emails to the agent to create leads
  • CC the agent on email chains with borrowers
  • Receive notifications about agent activity

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Agent Mode

Choose between two modes:
  • Autopilot: Agent sends messages automatically without review
  • Listen: Agent drafts messages for admin review before sending
See Autopilot for more details.

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Workflow Prompt

Customize the agent’s behavior by editing the workflow prompt. This is the main system prompt that guides the agent’s actions and responses. See Fine-tuning for guidance on customizing the workflow prompt.

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Tool Configuration

Configure which tools the agent can use:
  • Enable or disable specific tools
  • Set tool permissions
  • Group tools by category
See Tools for available tools.

Domain Configuration

Set up email domain and DNS

Autopilot

Configure agent automation mode

Fine-tuning

Customize agent behavior

Tools

Configure agent tools