General

Create Sagent and configure its core settings.

The General section establishes Sagent's identity, catalog scope, and response defaults. These settings affect which products Sagent discusses and how shoppers experience each conversation.

Configure these settings before testing conversations. Then connect product data and configure the remaining setup areas.

Before you begin

Make sure product data is available in Crobox. You also need access to Experiences and a catalog containing the intended assortment.

If product data is not available yet, first review:

• Setting up a Product Feed

• Manage and Transform Product Properties

• AI Enricher Properties (text-based)

Configure General settings

Open Setup → General. Configure the following fields, then click Save.

Chatbot Name

This is Sagent's internal name in the experience overview. It helps teammates identify the correct Sagent.

It does not control the shopper-facing chat title. Set that in Content → General → Chat Title.

Product Categories

Select the product categories Sagent should cover. This limits Sagent's conversation and recommendations to the intended assortment.

Choose only categories supported by the connected catalog. Add categories when shoppers should discover products across them.

Match visitor's language

Enable Match visitor's language to let Sagent respond in the visitor's active language. This affects AI-generated conversation responses.

Enable it only for locales with synced product data and reviewed static translations. Otherwise, shoppers can encounter incomplete product or interface content.

Max Chat Message Length

Set the maximum length of a shopper message. Messages beyond this limit show the Input Text Too Long Error from Content.

Use a limit that supports detailed questions without allowing excessively long input. Test the error message after changing this value.

Chat Reasoning Effort

Set how much reasoning Sagent applies before responding. Higher effort can support complex product questions.

Higher effort can also increase response time. Start with the default, then test simple and complex shopper requests.

Chat Verbosity

Set how detailed Sagent's answers should be. Lower verbosity keeps product discovery fast. Higher verbosity gives shoppers more explanation and trade-off detail.

Use a level that matches the category. Test it with the selected Chat Reasoning Effort and your target language.

Next, configure the catalog in Products. Review Knowledge after syncing.

Test the data connection

Open Setup → General and start a preview conversation. Confirm Sagent can access the intended product data before configuring other tabs.

Frequently asked questions

Does Chatbot Name change the shopper-facing title?

No. Chatbot Name identifies Sagent internally. Set the shopper-facing title in Content → General → Chat Title.

When should I enable Match visitor's language?

Enable it when each visitor language has synced catalog data and reviewed static interface translations.