Move or remove an agent
Who this is for: an owner reorganising the office.
Change name, role or room
Section titled “Change name, role or room”-
Click the agent, then the gear in the panel header. The agent dialog opens on General.
The agent dialog, General tab —agent/office/agent-settings-general.png -
Change the Name, the Role or the Room and press Save. Moving to another room offers that room’s roles.
Changing the role or the room rewrites the agent’s brief: its tools, skills and instructions follow the new role from the next conversation. Its memory stays.
Remove an agent
Section titled “Remove an agent”This part is done by you at the desktop app: QR codes, keys, tokens and deletions never pass through an agent or the tablet. An agent can only open the screen for you.
Removing is permanent and done only from the desktop: the agent dialog → General → Remove agent. Its profile, memory, channel links and conversations are deleted; a linked WhatsApp number is unlinked first.
Ask your agent
Section titled “Ask your agent”Things you can say to an agent in Bakulai Agent:
“rename Tono to Budi”“remove the agent Nina”- “move Maya to Sales as a Quotation Officer”asks you first
- “open Maya's settings”runs directly
Limits & safety
Section titled “Limits & safety”- An agent cannot remove another agent, or itself.
- Rename carefully: colleagues address each other by name in the office (tasks, inbox, meetings).
Troubleshooting
Section titled “Troubleshooting”- “move the agents out before changing the room type” — you are changing the room, not the agent; move the agents first.
- The panel still shows the old room — it follows the agent; press the reload arrow in the panel header.