Edit, pause, or delete custom agents

ClearCo admins can manage each agent’s content and purpose. Update an agent when policies change, pause it if it is not needed right now, or delete it if you no longer use it. To manage custom agents, admin permissions are required.

For making changes to agents in the ClearCo app, go to Tools > Setup > Agent Studio in the ClearCo app

In the learning management system, go to Admin > Agent Studio > Manage Agents.

Select the pencil icon next to the agent you want to change to get started.

 

Edit custom agent configurations

Update your custom agent to change its personality, safety policies, or knowledge sources as your organization’s needs change.

1. Select Edit.
2. Update the agent name, description, policies, or language models.
3. Save your changes.

Control custom agent availability

Turn an agent on or off to pause access for a time or manage seasonal rollouts without losing saved settings or uploaded knowledge files.

The system saves employee chat histories automatically to preserve past conversation records. If an admin temporarily deactivates an agent, the employee loses access to the chat window. Once you reactivate the agent or restore permissions, the employee can view their previous conversations again.

Clearco app turn off agent

LMS agents status

NOTE

Users must log out of the platform and log back in to see updated agents in the active dropdown menu.

Delete custom agents

Delete ClearCo custom agents from your system when they are no longer needed to keep your workspace clear and organized. 

NOTE

LMS Custom agents can be made inactive but cannot be deleted

Next steps

• Assign specific agents to your teams in Assign access to custom agents in ClearCo app and Assign access to custom LMS agents.