Agent Guides
Persona
Behavior
10 min
the agent behavior settings let you define the overall mission, personality, and interaction style of your ai assistant tailor these fields to align with your organizationās goals and user needs mission purpose clearly state the primary role of your ai assistant and how it serves the user recommended approach focus on what the assistant achieves (e g , customer service, scheduling, information provision) mention how this benefits the user (faster responses, empathetic assistance, convenience) example personality purpose define the tone and style of the assistantās responses recommended approach choose traits that match your brand or audience (e g , formal, friendly, empathetic, casual) consider the cultural and linguistic context of your users example interaction purpose describe how the assistant communicates with users, including approach and methods for providing assistance recommended approach outline any api usage or data retrieval steps explain how the assistant adapts to user language, context, or previous interactions ensure clarity, empathy, and usefulness in every response example how to configure edit the mission enter a concise statement describing the ai assistantās main objective highlight key tasks (e g , answering questions, scheduling appointments) set the personality define the tone and style your agent should use incorporate any language or cultural considerations detail the interaction guidelines provide instructions on api usage, including parameters or ids clarify how the agent handles user context, scheduling, and information retrieval save click the save button to confirm changes a confirmation message should appear once successfully updated best practices clarity keep the mission statement short and focused, ensuring itās easy for all users to understand consistency maintain a uniform personality throughout all responses, reflecting your organizationās branding or service ethos adaptability adjust the assistantās interaction approach based on user feedback, logs, or metrics for continuous improvement , compliance if dealing with sensitive data (e g , health records), ensure your interaction guidelines follow relevant data protection and privacy regulations next steps after setting up your agent behavior , proceed to configure agent profile or advanced settings to fully customize how your ai assistant operates and responds