Settings
Customize how Operator works for you
Open Settings by clicking the gear icon (⚙️) in the chat header. Settings are saved to your user profile and persist across sessions and devices.
The dialog is organized into four tabs: AI-enhanced, Display, Speech, and Experimental.
AI-enhanced
These features consume a small amount of additional AI credits.
| Setting | Default | What it does |
|---|---|---|
| Execution details | ON | Shows real-time status updates while the agent works — what it's searching, querying, or calling. |
| Action buttons | ON | Lets the agent suggest interactive buttons at the end of a response: Link buttons (e.g. Open in Web Client, View Documentation) and Reply buttons (one-click replies like Yes, proceed or Show only open). |
| Topic guard | OFF | Restricts responses to ERP.net and business topics. When on, the agent politely declines off-topic requests (weather, trivia, medical/legal/personal advice, entertainment, etc.) and redirects back to work. May be forced on and locked by an instance Permission Policy with Allow off-topic conversations turned off — typical for client or shared accounts. Topic guard is a behavioural setting, not a security boundary. |
Display
These features do not consume AI credits.
| Setting | Default | What it does |
|---|---|---|
| Actions counter | OFF | Shows a running count of actions executed while processing a request. |
| Time elapsed | ON | Shows how long the current request has been running. |
| Record creation links | ON | Adds an Open in Web Client button for records created by the agent. Generated by the system (not the LLM), so it costs no credits. Only aggregate-root entities get a button (e.g. Sales Orders, not Sales Order Lines). If more than 4 records are created in one turn, the first 3 get individual buttons and a 4th button summarizes the rest. |
Speech
Voice conversation settings.
| Setting | Default | What it does |
|---|---|---|
| Speech mode | OFF | Enables voice conversations using speech-to-speech AI. While on, a Speech setup button reveals controls for language, voice, speed, noise reduction, mode type, and turn detection. |
Experimental
Preview features that may change or be removed.
| Setting | Default | What it does |
|---|---|---|
| Tool caching | — | Sends all tools on the first turn and omits them on follow-up turns when response chaining is active. Reduces tokens at the cost of strict ordering. |
| Prompt cache retention | — | Keeps prompt caches alive for 24 hours so subsequent sessions reuse them. Reduces credit usage across sessions. |
| Use tools as MCP | — | Replaces the built-in data tools (entity schema, query, update) with an MCP server reference. |
| Daisy-chain execution (Employee+) | OFF | Runs long agent runs across multiple short function invocations to escape the per-invocation timeout. Each invocation runs as many turns as fit in ~240 s, then re-invokes itself for the next batch. After 15 minutes the run pauses and you can click Continue to start a fresh 15-minute window; after 20 minutes it is hard-stopped. |
Always fresh on each new run: Every new user message starts the agent loop with a clean slate — the previous AI response is never re-attached. Tool-call turns within the same run (and daisy-chain hops of the same run) still chain normally. This is now built-in and not configurable.
Reasoning effort
Each agent has a default reasoning level that balances quality and speed. Power Users (level 30+) can change the level for individual conversations via the reasoning badge in the chat — up to the agent's maximum.
| Level | Used for |
|---|---|
| Fastest / Fast | Quick lookups and documentation answers |
| Smart | Day-to-day data operations |
| Expert | Complex reasoning and configuration |
| Genius | Maximum extended thinking |
Defaults and ceilings per built-in agent:
| Agent | Default | Maximum |
|---|---|---|
| Advisor | Fast | Fast |
| Business Specialist | Smart | Expert |
| Sales Executive | Smart | Smart |
| App Builder | Expert | Expert |
| Site Builder | Expert | Expert |
| System Architect | Expert | Expert |
Home screen vs. loaded conversations
The agent you pick on the home screen is your default for new chats. Loading an older conversation from history temporarily switches to that conversation's agent; returning home (logo or New) restores your home selection. This prevents accidental drift just from browsing past chats.