Configure your Agent identity and business context

Agent basics

Choose a visitor-facing name and make it clear that the assistant is AI. Set a concise response style that matches your brand, uses plain language, and avoids unnecessary claims or pressure.

Business context

Complete the three business fields with durable guidance:

• What does your company offer? Describe the product or service and the outcomes it supports.
• Who do you help? Name the main customer types and the problems or use cases you address.
• What should the Agent emphasize or avoid? Explain positioning, useful next steps, required disclosures, and claims it must never make.

Keep factual claims in Knowledge

Do not place changing prices, plan allowances, integration availability, legal terms, or security claims only in the identity prompt. Put those facts in approved Knowledge so they can be updated and cited independently.

Test after every important change

Run visitor simulations for product, pricing, uncertainty, sensitive requests, and handoff. A good identity prompt guides behavior; it does not replace accurate source material or connected workflow confirmation.