> ## Documentation Index > Fetch the complete documentation index at: https://docs.getnexor.ai/llms.txt > Use this file to discover all available pages before exploring further. # Settings scope: account, agent and task > Which setting belongs to the account, the shared agent (group) or one task, what a task inherits or overrides: channels, WhatsApp number, contact hours, templates, prompt, knowledge, CRM connection, field mapping and Variables. Where each setting lives, and what changes when you edit it on the agent or on one task. Last verified: 2026-09-25. ## The short answer | Setting | Where you edit it | Applies to | Can one task be different? | | ------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------- | ----------------------------------- | --------------------------------------------- | | Name, description, photo | Agent → **Edit identity** | The agent | No | | Role, company, language | Agent → **Edit identity** | Every task of the agent | Yes, in the task's settings | | Channels in use | Agent → **Channels** | Every task of the agent | Yes: a task can turn a channel off | | First-contact channel, channel style, WhatsApp greeting and follow-up templates | Task → **Channels** | That task | Each task has its own | | Schedule: contact days, hours, attempts | Agent → **Schedule** | Every task of the agent | Yes: the task shows **Custom** | | Time zone | Task settings → **Who is it, and what does it know?** → **Timezone** | That task | Each task has its own | | **Outside those hours** | Task → **Schedule** | That task | Each task has its own | | Instructions | Agent → **Instructions** (only while all tasks share the same text) or Task → **Instructions** | Every task, or that task | Yes | | Knowledge base folders | Agent → **Knowledge base** | Every task of the agent | Yes | | Products (catalogs) | Agent → **Products** or Task → **Products** | The agent, or that task | Yes: **Inherit from agent** or its own | | Lead source (CRM, form, API) | Agent → **Lead source** | The task each source feeds | Each source feeds a specific task | | Incoming calls | Task → **Advanced** → **Incoming calls** | Every task of the agent | No, it's shared | | Conversion destination and endpoint | Agent → **Conversion** | The agent | No | | Goal ("What it does") | Task | That task | Fixed once the task is created | | Stages and hand-offs | Task → **Stages** | That task | — | | Variables | Task → **Variables** | That task | — | | Files to send | Task → **Files to send** | That task | All Library files are on by default | | Tools | Task → **Tools** | That task, at the stages you choose | — | | On or off | Task → **Set live** / **Pause** | That task | Each task separately | | Team, roles, billing, API keys | **Settings** | The account | — | | Knowledge Base and Library contents | **Knowledge Base**, **Library** | The account | Each agent or task uses what's assigned to it | ## Editing on the agent changes every task The agent's pane is a shared view of its tasks. When you save a setting there, Nexor writes it into every task of the agent: * **Channels**: turning a channel on or off applies to every task. * **Schedule**: the saved days, hours, and daily attempts are copied to every task, including tasks that had their own schedule. The time zone and **Outside those hours** stay per task. See [Contact hours and cadence](/docs/en/support/contact-hours-and-cadence). * **Knowledge base**: adding or removing a folder applies to every task. * **Role, company, and language** from **Edit identity** apply to every task. When tasks use different values, the agent shows it, for example "2 tasks use another" or "Overridden by Booking". On the task, the setting reads **Shared** or **Custom**. ## Instructions are copied, not linked Each task keeps its own copy of the instructions: **What should it know?**, **What should it never do?**, and **How to handle objections?** * While every task has the same text, editing it on the agent updates all of them. * Once the tasks differ, the agent can't edit that section as one text. Open each task to change its own version. ## Channels: the agent owns the line, the task decides how to use it * A connected number or inbox is used by one agent at a time. Assigning it to another agent makes the first one stop using it. * Every task of the agent can use the agent's channels. In the task's **Channels**, you can turn one off for that task, pick the **First contact** channel, and set the style and WhatsApp templates for that task. * Web chat is set up on each task. ## Lead sources and data from your CRM * The connection to a CRM belongs to the account. Its routing decides which agent and task receive each lead, and it shows under the agent's **Lead source**. * Data that arrives with a lead from a CRM or the API is kept with the lead. It fills a task's **Variables** only where you map it. * See [Troubleshoot CRM sync and lead intake](/docs/en/support/crm-sync-and-lead-intake) when leads don't arrive or fields stay empty. ## What doesn't exist * There is no switch to turn a whole agent on or off. Pause its tasks one by one. * There is no separate "defaults for new tasks" setting. New tasks start paused; review their channels and schedule before setting them live. ## Related * [Agents and tasks](/docs/en/guides/getting-started/anatomy-of-an-agent) * [Glossary: agent, task, group and old names](/docs/en/support/glossary) * [Find a setting: v2 workspace vs classic v1](/docs/en/support/where-is-each-setting)