Access and administration

Personalization, appearance, and shortcuts

Set Scout preferences, theme, text size, motion, and keyboard behavior.

Personal settings adapt Agentix to the individual account without changing shared organization content.

What this workspace includes

  • Scout instructions and response style
  • Nickname and personal context
  • Light, dark, or system theme
  • Text size, reduced motion, and keyboard shortcuts

Complete workflow

  1. 1

    Open Settings

    Choose the personal settings area

  2. 2

    Select a category

    Open Personalization, Appearance, General, or Keyboard

  3. 3

    Update preferences

    Save the desired account behavior

  4. 4

    Verify

    Return to Chat or navigation and confirm the experience

How records and settings behave

  • Personal settings follow the account
  • Appearance changes do not change published sites
  • Keyboard references describe supported shortcuts

Working effectively

  • Keep Scout instructions broadly reusable
  • Choose readable text size
  • Use reduced motion when preferred

Keep the correct context

Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.

Frequently asked questions

Where should I start with Personalization, appearance, and shortcuts?

Choose the personal settings area

When is my work saved?

Personal settings follow the account

How do I confirm the result?

Return to the related list or detail view and review its current status. Keyboard references describe supported shortcuts

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