Configuration

Before your AI Agent starts running campaigns, you need to configure its behavior. This includes how it communicates, when it works, how much it can spend, and what decisions require your approval. Good configuration is the difference between an agent that saves you hours and one that creates problems.

Agent Settings Overview

Access agent configuration from Settings > AI Agent. The configuration is organized into sections:

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Agent configuration page showing sidebar navigation with Personality, Schedule, Budget, Approvals, and Advanced sections

Personality

The personality setting controls how the agent communicates with creators. This affects every message it writes — outreach, follow-ups, negotiations, and casual conversation.

Preset Personalities

Personality	Description	Best For
Professional	Formal, polished, business-focused	Enterprise brands, luxury products
Friendly	Warm, approachable, enthusiastic	Consumer brands, lifestyle products
Casual	Relaxed, conversational, emoji-friendly	Gaming, youth brands, creator-first companies
Direct	Concise, no-fluff, results-oriented	Performance marketing, time-sensitive campaigns

Custom Personality

For more control, write a custom personality description. Be specific about:

Tone — How formal or casual should conversations be?
Vocabulary — Are there words or phrases your brand always/never uses?
Humor — Should the agent use humor? What kind?
Sign-off style — How should messages end?

Example custom personality:

We're a DTC skincare brand. Sound like a knowledgeable friend who's excited about clean beauty. Use casual but informed language. Never say "synergy" or "leverage." Okay to use one emoji per message but don't overdo it. Sign off with first name only, no title.

Tip

Paste 3-5 real messages you've sent to creators that represent your ideal voice. The agent will analyze these examples and match the tone, structure, and vocabulary in its own messages.

Response Style

Beyond personality, configure specific response behaviors:

Message Length

Concise — Short, to-the-point messages (2-4 sentences)
Standard — Balanced messages with enough detail (4-8 sentences)
Detailed — Thorough messages that cover everything upfront (8+ sentences)

Follow-up Cadence

Configure how frequently the agent follows up when a creator hasn't responded:

First follow-up — Days after initial outreach (default: 3 days)
Second follow-up — Days after first follow-up (default: 5 days)
Final follow-up — Days after second follow-up (default: 7 days)
Max follow-ups — Total number of follow-ups before the agent stops (default: 3)

Note

The agent adapts follow-up timing based on context. If a creator opened your email but didn't reply, the agent may follow up sooner. If the creator is on vacation (detected from auto-replies), the agent will wait.

Language

The agent communicates in English by default. If a creator responds in another language, the agent can detect this and switch languages automatically. You can also set a preferred language for all outreach.

Working Hours

Control when the agent sends messages. Messages composed outside working hours are queued and sent when the next window opens.

Schedule Options

Always on — The agent sends messages 24/7 (creator timezone-aware)
Business hours — Monday-Friday, 9am-6pm in the creator's timezone
Custom schedule — Define specific days and hour ranges

Timezone Handling

The agent detects creator timezones from their profile data (location, platform settings) and schedules messages to arrive during their local working hours. If timezone can't be determined, it defaults to your workspace timezone.

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Working hours configuration with day-of-week toggles and time range sliders

Tip

"Business hours" in the creator's timezone typically gets the best response rates. Creators are more likely to respond when your message arrives during their active hours, not at 3am their time.

Budget Limits

Budget configuration prevents the agent from overspending. These are hard limits — the agent will never exceed them.

Per-Creator Budget

The maximum amount the agent can offer a single creator. If a creator's rate exceeds this limit, the agent will either:

Negotiate down to within budget
Escalate to you via an action item if the creator insists on a higher rate

Per-Campaign Budget

The total budget for an entire campaign. The agent tracks cumulative spend across all creators in a campaign and stops committing to new deals when the remaining budget gets low.

Rate Ranges

For negotiation, set minimum and maximum rates by deliverable type:

Deliverable	Min Rate	Max Rate
Instagram Post	$200	$1,500
Instagram Reel	$300	$2,000
Instagram Story	$100	$500
TikTok Video	$250	$2,500
YouTube Video	$500	$5,000
YouTube Short	$200	$1,000

The agent uses these ranges during negotiation. It starts offers near the minimum and works up as needed, never exceeding the maximum without your approval.

Warning

If you don't set rate ranges, the agent will use conservative defaults based on industry averages. Always set custom ranges that match your actual budget to avoid the agent quoting rates that are too high or too low for your campaigns.

Approval Requirements

Define which agent actions require your explicit approval before executing.

Approval Levels

Action	Default	Configurable
Sending outreach	Auto	Yes
Sending follow-ups	Auto	Yes
Responding to messages	Auto	Yes
Making rate offers	Approval required	Yes
Accepting counter-offers	Approval required	Yes
Committing to deliverables	Approval required	Yes
Triggering payments	Always requires approval	No
Adding creators to lists	Auto	Yes

Approval Thresholds

You can set dollar thresholds instead of blanket approval rules. For example:

Approve rate offers under $500 automatically
Require approval for offers between $500-$2,000
Block offers above $2,000 until reviewed

This lets the agent handle small deals autonomously while you focus on the larger commitments.

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Approval configuration showing action types with auto/manual toggles and dollar threshold inputs

Note

When the agent needs approval, it creates an action item with full context — the conversation history, creator profile, proposed action, and its reasoning. You can approve or reject directly from the action item with one click.

Advanced Settings

Concurrent Conversations

Limit how many active conversations the agent manages simultaneously. This prevents it from spreading too thin on large campaigns.

Default: No limit
Recommended for new users: Start with 20-50 concurrent conversations and increase as you get comfortable

Retry Behavior

Configure what happens when the agent encounters errors (email delivery failure, API timeouts):

Retry count — Number of automatic retries (default: 3)
Retry delay — Wait time between retries (default: 5 minutes)
Escalation — Create an action item after all retries fail

Activity Logging

Control the detail level of the agent's activity log:

Standard — Logs actions taken (messages sent, offers made)
Detailed — Also logs the reasoning behind each decision
Debug — Full context including the AI's internal analysis (useful for troubleshooting)

Tip

Start with "Detailed" logging when first configuring your agent. Reading the agent's reasoning helps you understand how it makes decisions, which makes it easier to fine-tune settings. Switch to "Standard" once you're satisfied with its behavior.