General

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🎛️ General Tab

This is where you set your AI agent’s name, on or off state, folder, location, time zone, how the first message works, and full instructions (the prompt). General holds the core setup.

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🗂️ Above the tabs

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1️⃣ Top row

🏷️ Display name (agent name) You see the name and an edit control.

• Edit opens a field below; Update sends the new name.
• On success, the name at the top of the page and in General both update.
• The name is also updated on the calling side so calls use the same display name.

🔛 Status A switch for on or off.

• On — the agent is treated as available for use.
• Off — the agent is not active for handling work.

📁 Folder Help text explains that you can group agents into folders for organization. Choosing a folder saves immediately when you change the selection. 📍 GHL Location Help text explains that this is the GoHighLevel location where call data, contacts, and conversation records are tied. Changing the location saves and can refresh related choices elsewhere (for example calendars or field lists). On first load or when you change location, automatic field matching may run if no mappings existed before. 🕒 Timezone Help text explains that this is the time zone used for this agent for scheduling and time-related behavior. Changing the time zone saves immediately.

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2️⃣ Welcome Message

Help text explains that you control how the conversation starts — whether the caller speaks first or the AI speaks first. Three choices:

1. User initiates
   The AI stays quiet until the caller speaks.
2. AI initiates — dynamic opening
   The AI starts the call; the first line comes from the system default (you do not type a custom line).
3. AI initiates — your own opening
   The AI starts and uses exactly the text you type in the box below.

The large text box only appears when the third option is selected. These welcome settings are applied when you press Save on the prompt (see below), together with the rest of the General prompt.

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3️⃣ General Prompt

Help text explains that this is where you define how the agent behaves, what it should do, and what limits it should follow. It is the foundation for conversations. 📝 Default Prompt Opens a small window: choose an industry, then a starter prompt. Use This Prompt fills the related fields; you can edit afterward.. 🏷️ Prompt name A name is required before saving. When saved, the system adds a date and time to the name so each saved copy is distinct. 📜 Version list (drop-down) Shows saved prompt versions for this agent. Choosing one reloads those sections into the form. The trash control deletes the selected version, after confirmation. 🗃️ Sectioned vs Single

• Sectioned Prompt — one box per topic (easier editing).
• Single Prompt — everything in one large box (for users who prefer one canvas).

When you switch modes, the content is split or merged so nothing is lost. 📋 Copy, Paste, Clear

• COPY PROMPT — copies the active content (section format when in sectioned mode).
• PASTE PROMPT — pastes that format back into the fields.
• CLEAR PROMPT — clears the fields, after confirmation.

A short line under the radios explains the current mode in plain language.

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4️⃣ Placeholder tags (dynamic variables)

Below the prompt area, a line shows tags in curly braces. These come from your contact fields, plus current date and time and join meeting pin where applicable. During a live call, these tags are filled with real values for that contact or call so the agent can speak accurately.

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5️⃣ Sectioned boxes (when Sectioned mode is on)

Each section has a help icon with a short hint. Each section has Expand to enlarge the box for long text. In Single mode, one All Prompts box is shown instead.

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6️⃣ Apply this prompt to other agents (when shown)

This block appears when the system offers other agents you can target.

• You may select more than one agent (hold Ctrl on Windows or Command on Mac while clicking).
• When you press Save, the same prompt and welcome behavior can be applied to those agents so you do not repeat the work for each one.

Some agent types may be updated through a different path behind the scenes; the outcome for you is still one save that updates multiple agents when selected.

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7️⃣ Save and New Version

💾 Save

• Prompt name is required.
• If no older version is selected in the list, the save is treated as a new copy under that name.
• If an older version is selected, you are asked whether to replace that version or create another copy.
  • Override — that version is updated with your current text.
  • New version — the old row stays; a new row is added.

When save succeeds:

• All sections are combined into one full instruction for the AI, with a current date and time line at the end.
• That full instruction is what the live agent uses.
• A history row is also stored with a timestamp in the name.

🆕 New Version If nothing is selected in the version list, this path creates a new version directly. If something is selected, you may be asked for a name, then a new version is stored.