Management
The General tab is the home page of the Agent Management section. This is where you find a summary of the agent's status, edit its identity, and configure location information that influences the agent's behavior in conversations.
Other administrative actions — such as pausing or deleting the agent — are also available in this tab.
Where to find it
Log in to Patagon AI
Go to Agent Management
Select the General tab (it is the default tab already open)
Status Panel
At the top of the General tab, you will find a summary with the agent's status information:
Agent name
The agent's identification within the platform
Active Version
Version number currently in production (e.g.: v18767)
Status
🟢 AGENT ONLINE - active and responding / OFFLINE - paused
Agent Objective
Short description of the agent's purpose, defined in the field
WhatsApp Number
Number connected to the agent via WhatsApp Business
Quality
Number health indicator (GREEN = healthy)
Capacity
Plan capacity level (e.g.: STANDARD)
Chat Button
The Chat button in the status panel opens a test conversation directly through WhatsApp. Useful for quickly checking the agent's behavior in production, without going through the Playground.
Definition
The Definition section allows you to edit the agent's basic identity within the platform.
Name
The agent's name is displayed in the status panel and in your organization's agent listing. Choose a name that clearly identifies the agent's function or channel (e.g.: Group NB / Inbound, Patagon AI / Inbound).
The name does not affect the agent's behavior
The name here is for internal platform organization only. The name the agent uses when introducing itself to leads is configured in the Objectives and Tone tab.
Description
Free text field to describe the purpose of this agent. The description appears in the status panel (the Agent Objective field) and serves as a reference for your team.
Example: "This agent represents the specific instance of the lead qualification agent for Patagon AI."
How to save Definition changes
After editing the Name or Description, click Apply Changes just below the field to save.
Location
The Location section defines the geographic and cultural context the agent uses when interacting with leads. This data influences how the agent interprets and formats information such as dates, times, and monetary values.
Language
Primary language for the agent's conversations
Portuguese, Spanish, English
Country
Country of the agent's operation
Brazil, Argentina, Mexico
Time zone
Time reference used to interpret dates and times
(UTC-03:00) America/Sao_Paulo
Currency
Currency format for values mentioned in conversations
Brazilian Real (BRL), US Dollar (USD)
Pay attention when configuring Location
Choose the correct language for the audience your agent serves — the agent will use this language as a reference for interpreting conversations.
The time zone affects how the agent understands visit times, availability, and appointments mentioned by leads.
After changing any field, click Apply Changes to save.
Attribution Tracking
Below the Location section, you will find Attribution Tracking — a feature that allows you to identify the origin of leads arriving via WhatsApp (ads, landing pages, campaigns).
Dedicated documentation available
Attribution Tracking has dedicated documentation with detailed configuration instructions.
Administrative Actions
At the bottom of the General tab, the agent's administrative actions are available. Use with care.
⏸ Pause Agent
The Pause Agent toggle allows you to temporarily stop the agent from functioning without deleting it. When paused, the agent stops responding to incoming messages.
Use it for maintenance or prompt adjustments without leads being attended to in the meantime
To reactivate, simply toggle it off again
The WhatsApp number remains connected — leads can continue sending messages, but will not receive a response until the agent is reactivated
Notify your team before pausing
If you pause the agent during business hours, leads in active conversations will not receive a response. Consider pausing outside peak hours or ensuring that human support is available.
🗑 Delete Agent
The Delete Agent button permanently removes the agent and all its configurations from the platform.
This action cannot be undone
The entire version history, prompt configurations, tools, and integrations will be lost
The connected WhatsApp number will be unlinked
Make sure to document any important configurations before proceeding
If you only need to temporarily stop the agent, use the Pause Agent option above
Frequently Asked Questions
Can I have more than one agent on the same account?
Yes. Each agent is independent and has its own WhatsApp number, configurations, and version history. You can switch between them using the selector in the upper left corner of the screen.
What does "Quality: GREEN" mean in the status panel?
GREEN indicates that the WhatsApp number is healthy and within Meta's quality limits. Numbers with degraded quality (YELLOW or RED) may have messaging restrictions. See the Monitor your number's health documentation for more details.
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