What you can configure
- Agent name and company identity
- Tone and language preferences
- Lead capture behavior
- Human escalation behavior
- Custom rules and guidance
Set up your agent
- Open Agent Settings from the main menu.
- Add your agent name and company name.
- Choose your preferred tone and language.
- Enable lead capture and escalation options as needed.
- Save your changes.
Best practices
- Keep tone consistent with your brand voice.
- Start with simple rules and refine over time.
- Re-test after any major settings update.