Managing advanced settings for AI agents

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<p id="docs-hc-snippet" style="display: none;">On the Advanced settings page for your AI agent,client adminscan manage the website your AI agent is integrated with, the allowlist of IPs able to connect your AI agent and CRM, and the internal comment about your AI agent.</p>
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<p class="p">On the Advanced settings page for your AI agent, <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408832171034#topic_thq_lnf_dgc" target="_blank">client admins</a> can manage the website your AI
agent is integrated with, the allowlist of IPs able to connect your AI agent and CRM,
and the internal comment about your AI agent. </p>
<div class="p">This article contains the following topics:<ul class="ul" id="settings_advanced__ul_bwd_srl_w2c">
<li class="li"><a class="xref" href="#topic_p2b_qrl_w2c">Managing the AI agent's website integration</a></li>
<li class="li"><a class="xref" href="#topic_zjh_5rl_w2c">Managing the AI agent's allowlist</a></li>
<li class="li"><a class="xref" href="#topic_vlz_vrl_w2c">Adding an internal comment about your AI agent</a></li>
</ul>
</div>
<div class="p">Related articles: <ul class="ul" id="settings_advanced__ul_ajr_srl_w2c">
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8357756721178" target="_blank">Accessing and viewing settings for AI
agents</a></li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_p2b_qrl_w2c">
<h2 class="title topictitle2" id="ariaid-title2">Managing the AI agent's website integration</h2>
<div class="body">
<p class="p">In your AI agent’s advanced settings, you must list the website the AI agent should
be served from. This is the website where your AI agent should appear and interact
with users. </p>
<div class="p">
<strong class="ph b">To manage the AI agent website integration</strong><ol class="ol">
<li class="li"><span class="ph">In the AI agents workspace, <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8357756913178#topic_t25_qvj_tdc" target="_blank">select the AI agent</a> you want to work
with.</span></li>
<li class="li"><span class="ph">Click <img class="image" id="topic_p2b_qrl_w2c__d9e331" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ai_agents_settings_icon.png">
<strong class="ph b">Settings</strong> in the sidebar, then select <strong class="ph b">Advanced settings</strong>.</span></li>
<li class="li">Under Website integration, in <strong class="ph b">Subdomain</strong>, enter the subdomain of the
website that your AI agent should appear on. </li>
<li class="li">In <strong class="ph b">Frame ancestors</strong>, enter the website that’s allowed to render a
webpage in an &lt;iframe&gt;, &lt;object&gt;, &lt;embed&gt;, or &lt;applet&gt; HTML
element.<p class="p">This enhances the security of your site by helping to protect
against clickjacking attacks.</p>
<p class="p"><img class="image" id="topic_p2b_qrl_w2c__image_pkr_tpt_w2c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/aiaa_advanced_settings_website_integration.png" width="550"></p>
</li>
<li class="li">Click <strong class="ph b">Save</strong>. </li>
</ol>
</div>
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</div>
<div aria-labelledby="ariaid-title3" class="topic nested1" id="topic_zjh_5rl_w2c">
<h2 class="title topictitle2" id="ariaid-title3">Managing the AI agent's allowlist</h2>
<div class="body">
<p class="p">The allowlist is a list of IPs that are allowed to connect your AI agent to your
customer relationship management (CRM) platform or other trusted systems. </p>
<p class="p">For details and a list of specific IPs to add, see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8357756859546" target="_blank">Allowing IPs to connect AI agents to your CRM</a>. </p>
</div>
</div>
<div aria-labelledby="ariaid-title4" class="topic nested1" id="topic_vlz_vrl_w2c">
<h2 class="title topictitle2" id="ariaid-title4">Adding an internal comment about your AI agent</h2>
<div class="body">
<p class="p">You can add an internal-only comment about your AI agent. This is a helpful way to
record specific information about your AI agent (such as setup details that aren’t
captured elsewhere) that’s relevant for anyone with access to manage this AI agent. </p>
<div class="p">
<strong class="ph b">To add an internal comment about your AI agent</strong><ol class="ol">
<li class="li"><span class="ph">In the AI agents workspace, <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8357756913178#topic_t25_qvj_tdc" target="_blank">select the AI agent</a> you want to work
with.</span></li>
<li class="li"><span class="ph">Click <img class="image" id="topic_vlz_vrl_w2c__d9e331" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ai_agents_settings_icon.png">
<strong class="ph b">Settings</strong> in the sidebar, then select <strong class="ph b">Advanced settings</strong>.</span></li>
<li class="li">Under Comments, in <strong class="ph b">Add a comment</strong>, enter the internal-only information
you want to record.<p class="p"><img class="image" id="topic_vlz_vrl_w2c__image_dxw_vpt_w2c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/aiaa_advanced_settings_comments.png" width="550"></p>
</li>
<li class="li">Click <strong class="ph b">Save</strong>.</li>
</ol>
</div>
</div>
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