Setting Up Your AI Agent

This section allows you to shape the behavior, tone, logic, and intelligence of your AI Agent.

Agent Personality & Instructions

Agent Personality & Instructions is where you configure the core identity and behavioral framework of your AI Agent. It includes four powerful sub-sections that work together to define how your agent thinks, speaks, and understands user input.

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Why is it beneficial?

• Brand Alignment: Ensures tone, language, and personality match your business identity

• Behavior Control: Allows fine-tuning of how the agent acts and reacts

• Data Intelligence: Empowers the agent to understand and extract meaningful data in real time

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What’s inside?

Here are the four key components you’ll configure:

1. Basic Configuration Set the agent’s name, appearance, greeting, theme colors, fonts, and initial ice-breaker prompts.

2. Prompt Style Define your agent’s purpose and logic using core instructions and conversation flow directives.

3. Communication Style Adjust the tone, response length, language, formatting, and point-of-view of the agent’s replies.

4. Meta Data Choose which attributes the agent should detect and extract during user interactions for automation, filtering, or analytics.

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Need Help?

If you’re unsure how to structure your agent’s personality or notice unexpected behaviors, reach out to [email protected]. Our team will assist you within 48 business hours.