Learning Timeline
Key Insights
Model Selection Strategy: Speed vs. Quality
When selecting an AI model, choose smaller models (like GPT-4o Mini) if the priority is rapid response times. Choose flagship models (like GPT-4o or Claude 3.5 Sonnet) if the priority is reasoning capability and answer quality, even if it introduces a slight latency delay.
Impact of Visual Customization
Uploading a specific company logo and matching the color scheme significantly increases the perceived value of the agent. It creates a 'white-label' experience that makes the tool feel unique and proprietary to the client's brand.
Step by Step
Customizing Agent Branding and Model Selection
- Click the 'Train and Continue' button to finalize the data source selection.
- Locate the agent name field at the top of the interface and type a custom name specific to the use case or brand.
- Select the interface theme under the 'Appearance' section (choose 'Light' or 'Dark' mode based on the target website's aesthetic).
- Choose a primary accent color from the color picker to match the agent's branding.
- Click the profile picture upload area to import a specific company logo (optional, but recommended for personalization).
- Scroll down to the 'AI Model' configuration section.
- Open the dropdown menu to view available Large Language Models (LLMs) from providers like OpenAI, Anthropic, and Google.
- Select a model based on performance needs: choose a 'Mini' or 'Nano' model for maximum speed, or a flagship model (e.g., GPT-4o) for the highest quality responses.
- Click the 'Save' or 'Apply' button to finalize the agent's configuration.
