Configure your AI agent
Set the agent's identity, soul, personality, and guidance in Settings → Agent. These apply workspace-wide.
Workspace-wide agent behavior lives in Settings → Agent. This controls the agent's name, voice, and operating instructions everywhere it appears — the inbox drafts, the assistant, and automated replies.
Sub-sections
| Section | What you set |
|---|---|
| Identity | The agent's name and portrait (upload or generate; a random name can be suggested). |
| Soul | A Markdown agent soul — the core description of who the agent is and how it operates. A collapsible "Tips for writing soul" panel helps. |
| Personality | Presets (Professional, Friendly, Concise) plus sliders: Communication tone (Corporate ↔ Casual), Detail level (Brief ↔ Detailed), and Creativity (Factual ↔ Inspired). |
| Guidance | Operational Markdown instructions — concrete do/don't rules (e.g. escalation, what not to promise). |
Writing effective guidance
- Be specific and short. "We don't offer refunds on setup fees" beats twenty generic politeness bullets.
- Put hard rules (pricing limits, escalation triggers) in Guidance; put personality in Personality; put identity/role in Soul.
- Test changes before real leads see them — the form editor's routing/automation preview and the Agent assistant let you try prompts.
Identity and voice here are global. Per-form behaviors (first-touch, routing, follow-ups) are set on each form — see Set up agent automations.
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