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Agents are configurable assistant personas used across Railmail, the same assistant you meet in the campaign, automation and segment builders. An agent defines how the assistant behaves; it is not an autonomous sending bot.

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What an agent controls

Open an agent to configure it across a few sections: Identity
  • Agent name and display name (shown in the assistant dropdown)
  • Description: what this agent is for
  • System prompt: the core instructions (required)
Personality
  • Tone: Professional, Casual, Friendly, Formal, Playful or Direct
  • Creativity and Verbosity (Concise, Balanced or Detailed)
Knowledge & limits
  • Knowledge base: brand guidelines, tone and facts the agent should know
  • Constraints: what the agent should not do
Contexts & examples
  • Available contexts the agent can use
  • Example outputs: input → output pairs that steer its responses

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Test in chat

The agent editor has a Chat tab to test the persona live. The assistant streams responses in real time. If you see “Connection to chat server lost”, use Retry. If you run out of AI credits, top up your AI credits.

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Types and status

Agents are Custom (created by you) or System (built in), and each is Active or Archived. You can Create, Edit, Duplicate or Delete an agent.