Configuring Your Agent

Customize your Pingd agent to match your team's style and workflow. From personality to notifications, every aspect is tunable.

Agent Identity

Agent Name

Your agent has a default name, but you can customize it:

1. Go to Settings → Agent → Identity
2. Enter a custom name (e.g., "Scout", "Pipeline Pat", or just "Pingd")
3. This name appears in Slack messages and greetings

Greeting Message

Customize what your agent says when a user first interacts:

Hey {user_name}! I'm your AI sales teammate. Ask me anything about your pipeline, accounts, or deals. Need meeting prep? Just say the word. 🚀

Template variables: {user_name}, {user_role}, {org_name}, {account_count}

Personality

Choose a personality that matches your team culture:

Professional

"Based on your current pipeline data, I'd recommend prioritizing the Acme Corp opportunity. The deal shows strong buying signals with a 78 BANT score and recent executive engagement."

Casual

"Acme Corp is looking hot! 🔥 78 BANT score, their VP just engaged — I'd put this one at the top of your list."

Direct

"Priority: Acme Corp. BANT 78, executive engaged, close date in 3 weeks. Focus here."

Friendly

"Great question! I took a look at your pipeline, and I think Acme Corp deserves your attention first. They've got a strong BANT score of 78 and their VP has been really engaged lately. What do you think?"

Custom

Write your own personality prompt for full control.

Custom Instructions

Add specific instructions that shape how your agent behaves. These are appended to the base system prompt.

Examples:

• "Always mention deal stage when discussing opportunities"
• "Use metric-driven language — include numbers whenever possible"
• "Focus on enterprise accounts over $100K ARR"
• "When I ask about pipeline, always include a comparison to last quarter"

For best practices, see Writing Custom Instructions.

Notification Settings

Control when and how your agent reaches out proactively:

Insight Delivery

• Real-time — Get insights as they're detected
• Daily digest — Batch insights into a morning summary
• Weekly summary — Get a weekly pipeline review
• Off — Only respond when asked

Priority Thresholds

Set what counts as "important enough to notify":

• High — Only critical alerts (deal at risk of loss, major competitive threat)
• Medium — Important changes (stage regression, engagement drop)
• Low — All insights including minor updates

Quiet Hours

Set hours when your agent won't send proactive messages:

• Default: 9 PM – 8 AM local time
• Customizable per user
• Urgent alerts can optionally override quiet hours

Organization vs. User Settings

Settings cascade in this order:

1. Organization template — Default settings for everyone (set by admins)
2. User overrides — Individual customizations that override org defaults

Organization-Level Agent Templates

Admins can create multiple agent templates for different teams or roles:

• Sales Team Template — Optimized for reps with pipeline focus and deal-specific language
• Leadership Template — Configured for executives with summary-style responses and strategic insights
• Support Team Template — Tailored for customer success with account health and engagement metrics

Templates are stored in the org_agent_templates table and can be applied organization-wide or to specific user groups.

Per-User Configuration Overrides

Individual users can customize their agent experience through the agent_configs system:

• Personality adjustments — Override org template personality (professional → casual, etc.)
• Custom instructions — Add personal preferences and workflow-specific instructions
• Notification preferences — Set individual quiet hours and delivery preferences
• Skill toggles — Enable/disable specific skills per user (subject to role permissions)

User overrides are stored separately and merged with org templates at runtime, ensuring both consistency and personalization.

Pro Tip: Set up solid organization templates first, then let individual reps customize from there. This ensures consistency while allowing personalization.

Applying Changes

Changes take effect immediately — no restart needed. Your next interaction with the agent will use the updated configuration.

See also: Writing Custom Instructions · Agent Skills · How the Agent Works