# Agent settings (/docs/en/guides/agent-settings)



Agent settings control which skills the Agent uses for you, the languages its templates are kept in, what it asks before acting, and how long the practice keeps chats and recordings. Open the **Agent** and choose the **Agent settings** button in its header.

The page has five tabs: **Skills**, **Languages**, **Usage**, **Approvals** and **Chats**. Most tabs are personal. Changing **Chats** needs the **Manage AI credits** permission, which Owner and Admin have. For asking the Agent for help, see [Agent](/docs/en/guides/agent).

## Choose your skills [#skills]

Open **Skills**. A skill is a set of reusable instructions. The list shows **Your skills**, with a tag for each: **Yours**, **Clinic** or **Marketplace**. The switch beside a skill turns it on or off for you.

* Open a row to read the skill before you switch it on.
* Choose **New skill** to write your own.
* Search shows Marketplace skills too. Choose **Add** to list one, switched on.
* A skill its publisher withdrew shows that it is withdrawn, and the Agent no longer uses it.

A skill changes how the Agent works. It does not give the Agent access to a patient, a record or a message that your role does not allow. More in [Skills](/docs/en/guides/skills).

## Languages [#languages]

Open **Languages**. Forms, reports and emails the Agent drafts start in your clinic's main language, like anything else you write, and are translated into the clinic's other languages. The Owner sets these under **Clinic languages** in **Organization → Settings → My organization**. See [Countries and languages](/docs/en/get-started/countries-and-languages#clinic-languages). Chat replies follow whatever language you type in.

**Every template is kept in** lists the languages your templates are translated into. Choose **Add a language for your templates only** to also translate your own templates into a language the clinic does not use. Check translations before you publish.

## Check your usage [#usage]

Open **Usage**. It shows how many credits are left for you, or for the clinic if you have no personal limit, and when they renew.

* **Your monthly limit** shows your cap, or that you share the clinic's credits.
* **Clinic credits** shows what is left of the shared pool.
* **Extra credits** shows **On** or **Off**. When on, the Agent keeps working after the clinic's credits run out.

Owners and credit managers set limits and extra credits. See [Billing](/docs/en/guides/billing#ai-credits).

## Choose what the Agent asks first [#approvals]

Open **Approvals**. A switch that is on means the Agent shows you what it will do and waits for your OK. You can choose this for these actions:

* **Create a task**
* **Assign tasks**
* **Complete, reopen or cancel a task**
* **Rename a file or folder**
* **Comment on a task**

The Agent always asks before it sends an email or a form, books, moves or cancels an appointment, or moves a file to another shelf. You cannot turn that off. Emails and forms wait a few seconds after you approve, so you can still undo them. The page states how long.

## Set chat and recording retention [#retention]

Open **Chats**. Everyone can read these settings. Changing them needs the **Manage AI credits** permission.

* **Keep chats for**: 30, 60, 90, 180 or 365 days. The default is 90. Chats nobody has used for that long are deleted, with what the Agent remembered from them. Anything saved to a record stays. A shorter period deletes older chats on the next daily run.
* **Recordings** decides what happens to a consultation recording once its transcript is saved: **Keep with the patient record**, **Delete after 30 days** or **Delete once the transcript is final**.

<Callout type="warn">
  Deleted chats and recordings cannot be recovered. A deleting choice also applies to recordings already stored, from the next daily run. An open legal hold keeps a patient's recordings until it is released. Tell patients how long you keep recordings.
</Callout>

These settings do not change the retention rules for clinical records. Those are listed under [Data and compliance](/docs/en/guides/data-and-compliance#retention).