Configuring Silvio in your instance

What it does

Get Silvio ready for your team to use: active agent, defined prompt, connected AI model, and authorised tools.

Before you start

• Administrator permission on the Futuh instance.
• An API key from the AI model provider you are going to use (default: OpenRouter).
• A clear idea of which tools you want Silvio to be able to invoke (you can adjust them later).
• Estimated time: 20–30 min for the first configuration.

Verifying the Silvio agent

Silvio comes pre-configured as an AI agent called Silvio Web in new Futuh instances.

1. Open Settings → Technical → AI → AI Agents.
2. Verify that the Silvio Web record appears with status active.
3. Click the record to open it.
4. Check that it has an assigned system prompt and an AI model. If either is empty, follow the sections below.

If the agent does not exist, create it from the New button. The canonical name is Silvio Web so that it matches the documentation.

Adjusting the system prompt

The system prompt defines how Silvio behaves: tone, what it can promise, when to escalate to a human, which language to respond in.

1. From the agent record, open the System prompt field and click the link.
2. You will see a record of type ai.system.prompt with the prompt content.
3. Edit the Role field to change the agent description.
4. Edit Behaviour and Restrictions to adjust the tone, limits, or the list of reasons for which Silvio should transfer to a human.
5. Save and close.

Live changes

Changes to the prompt apply to new conversations. Conversations already open continue with the previous prompt until they are closed.

Connecting the AI model

Silvio needs an external AI model to generate responses. The default configuration uses Claude Sonnet 4 through OpenRouter. It can be changed to Mistral, GPT, or other compatible models.

1. Go to Settings → Technical → AI → AI Providers.
2. Open the OpenRouter provider (or create a new one if you are using another).
3. Paste your API key in the API Key field.
4. Save. You will see the status Connected if the key is valid.
5. Return to the Silvio agent record and, under AI model, choose the model you want to use by default.

To configure several models in cascade (one primary, others as fallback), see Connect your own AI. If your organization has a policy of not depending on external providers, that same page describes how to point Silvio at a model deployed on your own infrastructure.

Authorising tools

Silvio can only invoke the tools that are authorised in its topic (ai.topic). By default, the basic read tools are active. Write tools are deactivated until you authorise them.

1. From the agent record, open the Topic field.
2. You will see the list of available tools. Each one has a canonical name (read_lead, do_create_task, etc.).
3. Tick the tools you want to authorise. Those starting with read_ query data. Those starting with do_ modify data.
4. Save.

Permissions and tools

Silvio having a tool authorised does not override the permissions of the user in the conversation. If Silvio invokes read_lead on behalf of a person without access to the CRM module, the tool will return empty. The ERP’s security layer still governs.

Installing an Agent Pack

An Agent Pack is a bundle of agents, prompts, and tools distributed as a package. The Federación Futuh publishes sector packs that your instance can install to gain specialised agents (for example, a political advocacy agent, or a grant management agent).

1. Go to Settings → Apps.
2. Search for the module futuh_agents_pack (or the name of the sector pack you are interested in).
3. Install it. This will automatically create the agents and prompts from the pack.
4. Review the new agents in AI → AI Agents and adjust the AI model or tools if needed.

Agent Packs published by the Federación are updated periodically. When a new version of the pack is published, your instance receives the notice from the Hub Central. The update is optional.

Configuring the person who receives transfers

When Silvio transfers a conversation, it passes it to the person you have designated as human support.

1. Go to Settings → Technical → System Parameters.
2. Search for the parameter futuh_chatbot.transfer_user_id.
3. Set the ID of the user who will receive transfers. By default this is the administrator.
4. Save. Changes apply to new transfers.

Next steps

• Chatting with Silvio day to day: to validate that the configuration works from the operator’s view.
• Install the widget on your own website: if you also want to expose Silvio on the public website.
• Connect your own AI: to configure alternative models or local deployments.
• Glossary: agent, tool, agent pack: if the terms on this page are new to you.