Agent setup

Configure agents in Builder

Use Builder to shape how your website agent sounds, looks, captures leads, and appears on the right pages.

Covered in this guide

Agent roleWidget stylingLead fieldsRoute rules

Before you finish

Preview the agent after changing its voice, greeting, or lead settings.

Ask a buying-intent question to confirm lead capture feels natural.

Confirm important pages open the right agent for that part of your business.

Workflow

Follow the setup step by step

Select the agent you want to customize for a service, location, product, or customer journey.

Set the agent name, tone, and instructions so responses sound like your business.

Choose the details your team needs, such as name, email, phone, budget, timeline, or service request.

Test the greeting, suggested questions, styling, and lead capture flow before saving.

Reference

Sets who the agent is, what it should help with, and how it should speak to visitors.

Controls the title, greeting, color, logo, and suggested questions visitors see.

Controls which customer details Harlo collects before your team follows up.

Chooses which website pages should open this agent and which paths should hide the widget.