Personality
Shape how your agent communicates by configuring its personality, tone, and behavioral guidelines.
Personality is what makes your agent feel like more than just a chatbot. It controls how your agent writes, the tone it uses, and the way it interacts with your team. A well-configured personality makes conversations feel natural and consistent.
Setting the personality
Open your agent's settings and navigate to the Personality (or Soul) tab. Here you'll define the behavioral traits that shape every response your agent gives.
There are a few key areas to configure:
- Tone — Is your agent formal or casual? Friendly or strictly professional? Set the overall communication style that fits its role.
- Communication style — Should it use bullet points or paragraphs? Short and concise or detailed and thorough? Match the format to how your team likes to consume information.
- Behavioral guidelines — Define what the agent should and shouldn't do. For example: "Always cite your sources" or "Never make up information you're not sure about."
Writing great instructions
The instructions you write are the foundation of your agent's personality. Here are some tips:
- Be specific. "Be helpful" is vague. "Answer questions in 2-3 sentences, use a friendly tone, and always offer to help further" gives the agent a clear framework.
- Include examples. Showing your agent how to respond is often clearer than describing it. Include a sample question and ideal answer.
- Set boundaries. Tell the agent what it shouldn't do. "If you're not confident in your answer, say so instead of guessing" prevents unhelpful responses.
Think of the personality configuration like writing a job description. The more clearly you define expectations, the better the agent performs in its role.
Customizing for your brand
If your agent interacts with customers or external stakeholders, you'll want its personality to reflect your brand. Consider:
- Using your brand's preferred vocabulary and phrasing
- Matching the level of formality your customers expect
- Including specific phrases or sign-offs your team uses
Consistency matters. When your agent sounds like the rest of your team, it builds trust with the people it talks to.
Iterating on personality
Your first draft won't be perfect, and that's completely fine. The best approach is to start with a reasonable personality, have a few test conversations, and then refine based on what you observe.
Pay attention to moments where the agent's tone feels off or where it doesn't respond the way you'd expect. Those are signals to adjust the instructions.