Agent settings - InboxMate

The agent detail page is where you define who your agent is and how it behaves. Settings are split across tabs at the top of the page.

The tabs

Tab	What lives here
Übersicht	Read-only summary — avatar, name, role, connected mailboxes (email agents), recent activity, behavior notes.
Setup	Identity (role + department), website, language picker, prompt, greeting, quick replies. The bulk of the configuration.
Widget	Visual customisation — colour, theme, button icon, position, presence indicator. Widget agents only.
Übergabe	Notification & handover settings — who gets pinged, when, and how.
Veröffentlichen	Whitelisted domains, page visibility rules, embed snippet. Widget agents only.
Email	Mailbox bindings + categorizer assignment. Email agents only.
Konversationen	Live chat list for this agent.
Verlauf	Audit history of every change made to this agent.
Mehr	Holds tabs that don’t fit (rarely used).

The Builder assistant (Pam) floating button bottom-right opens an in-app AI that knows the entire agent and can edit any of these settings via chat. See Builder assistant for what to ask her.

General settings (Setup tab)

Setting	Description
Name	Display name shown in the chat widget header
Rolle	Short job title (e.g. Shopify Advisor). Surfaces on the agents list and the Builder assistant uses it as context.
Abteilung	Optional grouping label — see Departments.
Website	The domain the widget runs on. Auto-populated into the publish whitelist.
Anredeform	Formal Sie or casual Du for German conversations.
Sprache	English only, German only, or multilingual (widget auto-picks at runtime based on visitor browser language). When set to multilingual, the greeting + quick-reply inputs switch to a per-locale tabbed view.
System prompt	Instructions that define the agent’s personality, knowledge boundaries, and response style.
Greeting message	First message visitors see when they open the chat. Widget agents only — email agents have no popup.
Schnellantworten	Rich-card buttons visitors tap to start a conversation. Widget agents only.

System prompt

The system prompt is a set of instructions your agent follows in every conversation. See best practices for writing tips.

You are the customer support agent for [Company Name]. You help
visitors with questions about [topics]. Be [tone]. When you don't
know the answer, [fallback behavior].

Changes are saved and take effect immediately.

Quick questions

Quick questions appear as clickable suggestion chips in the chat widget. You can configure separate sets for English and German.

Add up to 10 quick questions per language
Keep them short (under 40 characters)
Focus on your most common customer queries

Handover & notifications

Each agent has its own notification settings, found under Mitarbeiter-Übergabe (Handover) in the agent’s sidebar.

Recipients

Pick one or more team members from your workspace as recipients. Notification emails are sent in each recipient’s selected language, so a mixed EN/DE team gets the right copy automatically. The legacy single-email field is shown as a fallback if the prior recipient is no longer on the workspace.

Per-event toggles

Toggle	Fires when
Benachrichtigung bei jeder ersten Nachricht	A visitor sends their first message in a chat
Benachrichtigung bei jeder Nachricht	A visitor sends any message
Dringende Benachrichtigungen	The agent decides a situation is urgent based on its prompt
Zusammenfassung bei inaktivem Chat	A chat has no new visitor message for 30 minutes (one summary per chat)

The inactive-chat summary uses an AI-generated recap of the conversation and includes any contact details the visitor shared, so you can follow up without re-reading the transcript.

​The tabs

​General settings (Setup tab)

​System prompt

​Quick questions

​Handover & notifications

​Recipients

​Per-event toggles

The tabs

General settings (Setup tab)

System prompt

Quick questions

Handover & notifications

Recipients

Per-event toggles