Customize each agent's personality, tone, and language
Each of your 5 agents (Sales, Confirmation, Upsell, Marketing, Recovery) has its own name, avatar, personality, tone, and language, which you can customize from its settings icon on the dashboard.
Steps
- Open the Dashboard and select the settings icon on any agent's card.
- Set a name and avatar, or keep the defaults (Sales "Houda," Confirmation "Lamia," Upsell "Amine," Marketing "Asmaa," Recovery "Karim").
- Choose a personality (Friendly, Professional, or Chill) and adjust the tone slider from Very Formal to Very Casual.
- Set the language to Auto-detect, or force a specific language such as Darija, Arabic, French, English, or Spanish (Portuguese, Turkish, German, Italian, Dutch, Hindi, Urdu, Indonesian, and Malay are also available).
- Add a custom greeting and, if needed, instructions of up to 5,000 characters to guide how the agent responds.
- For the Sales agent, set a maximum discount percentage it's allowed to offer customers.
Common problems
- Agent replies in the wrong languageswitch its language setting from Auto to the specific language you want forced.
- Agent's tone feels off-brandadjust the personality and tone slider, and add a custom greeting or instructions for more control.
- Sales agent is offering discounts you didn't approvelower or remove the maximum discount percentage in its settings.
- Instructions aren't being followedkeep instructions clear and under the 5,000-character limit; very long or contradictory instructions are harder for the agent to apply consistently.