Managing advanced settings for AI agents

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.


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The functionality described in this article is being rolled
out to all Suite and Support plans from May 11 through June 12, 2026. You may not
see this functionality in your account yet. See this announcement for details.

On the Advanced settings page for your AI agent, client admins 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.
This article contains the following topics:
Managing the AI agent's website integration
Managing the AI agent's allowlist
Adding an internal comment about your AI agent


Related articles:
Accessing and viewing settings for AI
agents




Managing the AI agent's website integration

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.

To manage the AI agent website integration
In the AI agents workspace, select the AI agent you want to work
with.
Click
Settings in the sidebar, then select Advanced settings.
Under Website integration, in Subdomain, enter the subdomain of the
website that your AI agent should appear on.
In Frame ancestors, 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. This enhances the security of your site by helping to protect
against clickjacking attacks.


Click Save.





Managing the AI agent's allowlist

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.
For details and a list of specific IPs to add, see Allowing IPs to connect AI agents to your CRM.



Adding an internal comment about your AI agent

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.

To add an internal comment about your AI agent
In the AI agents workspace, select the AI agent you want to work
with.
Click
Settings in the sidebar, then select Advanced settings.
Under Comments, in Add a comment, enter the internal-only information
you want to record.

Click Save.




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