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The Manage experts page contains the people and AI personas that represent your organization in Remark. Use this page to generate agents, review their profiles, manage organization experts, and choose which expert is featured in the chat widget.

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Browse experts

Open Experts in the Dashboard to view the Agents and Organization experts sections. Search by name or email to find a specific profile. Each agent card can show its approval status, customer satisfaction score, attributed conversion value, and whether it is featured. Select an agent or organization expert to open the full profile.

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Generate an agent

  1. Open Experts in the Dashboard.
  2. In the Agents section, select Generate agent.
  3. Choose a Gender preference.
  4. Optionally enter Additional context to guide the generated profile.
  5. Select Generate agent.
Additional context can describe the experience, product category, activity, or customer needs the agent should reflect. For example:
Remark generates the agent’s profile information, profile photo, and gallery photos. Generation usually takes about a minute.

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Review and approve an agent

A generated agent is added to the Agents section with a Pending review badge. It cannot communicate directly with customers until it is approved. You can archive the generated agent instead of approving it. Archived profiles can be restored later from Archived on the Manage experts page.

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Manage a profile

Use Profile preview while editing to check the shopper-facing result before saving. For generated agents, select Generate images or Regenerate images to create a new profile photo and gallery. You can add optional context to guide the new images. You can also upload, replace, remove, or individually regenerate gallery photos. A profile can have up to eight gallery photos.

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Understand profile stats

The agent list and profile page include performance information for that expert. These are expert-level metrics. Use the Inbox to inspect the conversations behind the results.

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Use Remark Copilot

Remark Copilot can help manage expert profiles from the Dashboard. Ask Copilot to:
  • Find and summarize an expert profile
  • Update an expert’s name, tagline, bio, location, or work experience
  • Generate an agent with a gender preference and optional context
  • Check the status of an agent generation request
When Copilot starts a generation request, it can check whether the request is queued, generating, completed, or failed. The completed agent still requires review and approval before it can communicate with customers.

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Test an approved agent

  • Use Persona Studio to manage the broad voice, tone, and response preferences shared by Remark agents.
  • Use the Playground to test a specific approved agent in shopper scenarios.
  • Use the Inbox to review the agent’s live conversations and outcomes.