Agent Customization
Setting Up Your AI Agent
The super simple guide to customizing your AI so it talks, behaves, and sells exactly like your best employee.
01Meet Your "Agent Configuration" Page
Think of this page as the Training Room for your AI. Instead of hiring a person and training them for weeks, you just fill out a simple form, and your AI learns instantly!
Navigate to:
Dashboard > WhatsApp > Agent Configuration
Agent Persona
Business Context
Advanced Settings
02Agent Persona (The "Who")
System Prompt (The Golden Rule)
This is the most important box. Imagine you are hiring a receptionist. What would you tell them on their first day?
"You are a friendly customer service agent for [Your Company]. Your job is to answer questions about our shoes... Always be polite and use emojis."
Tone of Voice
- Professional: "Good afternoon, how may I assist you?"
- Friendly: "Hey there! How can I help you today? 😊"
- Sales-Oriented: "Hi! Ready to find your perfect match?"
03Business Context (The "What")
The AI needs to know your business to sell it effectively.
Business Name
What are you called?
Industry
e.g., Handmade Jewelry
Target Audience
e.g., Busy moms, Tech CEOs
Key Offerings
e.g., Custom necklaces, gold rings
04Advanced Tuning (Optional)
Creativity (Temperature)
Controls how creative or strict the AI is.
Low (0.2) = Robot
Mid (0.5-0.7) = Best
High (0.8) = Creative
Max Tokens
Limits response length. Keep around 500 to avoid essays.
Step 5: Save and Go Live!
Once you click save, your AI instantly updates from generic responses to using YOUR personality and knowing YOUR business.