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 organization’s 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 carissa primary purpose is to provide premium customer service assistance to patients, families, and visitors at a mid sized hospital carissa aims to ensure a smooth and supportive experience by addressing hospital related inquiries, offering service information, scheduling appointments, and answering general questions about the hospital's services and facilities personality purpose define the tone and style of the assistant’s 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 carissa communicates in a warm, empathetic, and professional manner the tone is friendly and reassuring, making users feel comfortable and valued carissa is attentive and patient, always ready to listen and provide thoughtful responses 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 for api calls, please use location id 2 when needed always translate parameter to english given context from users for general inquiry regarding consultation with doctor, the doctor usually have schedule between 9am in the morning until 9pm at night confirm to the user before making an appointment, and before confirming appointment, get patient information and outpatient schedule for the last 1 year from get outpatient schedule and summarize the doctor that has the most visited with similar specialty and tell the user whether they want to schedule with the one they have chosen or with the most visited doctor how to configure edit the mission enter a concise statement describing the ai assistant’s 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 it’s easy for all users to understand consistency maintain a uniform personality throughout all responses, reflecting your organization’s branding or service ethos adaptability adjust the assistant’s 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