Identity
This guide will walk you through customizing your Agent identity settings.
Overview
The Identity tab (Agent Configuration) allows you to configure your Agent fundamental settings, helping it reflect your specific goals and brand identity. In this section, you can customize the Assistant’s name, language, Voice type,welcome message, call recordings, Advanced settings.You can also customize the agent behavior, store info.
Agent Configuration
Steps:
From agent configuration tab, you can customize:
A. Agent Name – Set a Name for Your Agent
This is where you assign a unique and recognizable name to your virtual agent.
Purpose: Helps you easily identify and manage multiple agents within a platform.
Best Practices:
Choose a name that reflects the agent’s purpose or role (e.g., "SalesBot", "SupportAgent", or "ReceptionAI").
For customer-facing roles, consider a friendly human-like name (e.g., "Emma", "Alex", or "Nina").
B. Upload Image – Upload the Image for Your Agent
You can personalize your agent by uploading an image or avatar.
Purpose: Adds a visual identity, especially useful if the agent is presented in web or app interfaces.
Supported Formats: Typically JPEG, PNG, or SVG.
Tips:
Use a professional or brand-consistent image.
Ensure the image is clear and properly sized for the platform.
C. Language – Select the Language for Your Agent
Choose the language in which your agent will communicate.
Purpose: Ensures the agent interacts with users in the preferred or required language.
Available Options: Common platforms support multiple languages including English, Spanish, French, German, Hindi, etc.
Advanced Option: Some platforms support multilingual capabilities, allowing agents to switch languages dynamically based on user input.
D. Voice Type – Select Voice Type for Your Agent or Clone Your Own Voice
Decide how your agent will sound when speaking to users.
Options:
Predefined voices (male/female) with various accents and tones.
Voice cloning to replicate a specific person’s voice for brand consistency.
Customization:
Speed, pitch, and tone adjustments.
Use emotional inflections or natural pauses to sound more human.
Voice Cloning: Requires a sample of your voice (or a target voice) and may need explicit consent depending on regulations.
E. Welcome Message – Enter a Message to Greet the Caller
This is the first message a user hears when the agent answers a call.
Purpose: Sets the tone for the interaction and provides immediate guidance.
Examples:
“Hi! Thank you for calling Acme Corp. How can I assist you today?”
“Hello! This is Alex, your virtual assistant. What can I help you with?”
F. Call Recordings-To record calls for playback and easy review in the logs.
G. Advanced Settings- To customize every interaction to suit your needs.
This is where you can set more detailed options for your agent.
Customize Behavior
Steps:
1.From Customize Behavior tab, you can customize:
A. Agent Type – Select what the agent will do for you
This is where you choose the main role or job you want the assistant (agent) to do.
Examples:
Do you want the agent to be a Receptionist?
Do you want it to act as a Customer Service?
Think of this as choosing the agent's "job title." It helps the assistant understand what kind of tasks you expect.
B. Tone – Select the tone of your agent
Here, you decide how the assistant should talk to you. The tone is the feeling or style of the conversation.
Examples:
Friendly
Professional
Conversational
Simple
This makes sure the assistant sounds the way you like while helping you.
C. Goal – Tell your agent what the goal is
This is where you tell the assistant what you’re trying to achieve. It helps the assistant stay focused on the purpose of your conversation.
Examples:
“Help me study for my exams.”
“Assist me in improving my resume.”
“Help me write a short novel.”
It’s like giving the assistant a mission or purpose.
D. Background – Explain your agent’s background
Here, you describe the experience or background of the assistant. It helps the assistant "pretend" to be someone with a certain level of knowledge or skill.
Examples:
“You are a university professor with 10 years of teaching experience.”
“You are a creative writing expert who has written many fantasy books.”
“You are a friendly tech support agent who explains things clearly.”
This makes the assistant’s answers more realistic and helpful for your needs.
E. Instructions – Tell your agent what to do during the conversation
This is where you give special rules or guidelines to the assistant.
Examples:
“Always give short answers with bullet points.”
“Ask me questions before giving advice.”
“Explain things to me like I’m a beginner.”
You’re telling the assistant how you want it to behave during your chat.
Store Info
Steps: From Store Info tab, you can customize:
a. Physical Location- If you have a physical store location, please select 'Yes'; otherwise, select 'No.
In case of Yes-Enter the "Location name", " Business address" , "Industry".
In case of No- Select "Industry".
b. Business hours- You can also set the business hours.
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