Setting up your agent's identity
The identity is the core of your agent: who you are, who you work for and what you stand for. You find it under Agent, on the Identity tab.
Where to find it
In the left menu, go to Agent and open the Identity tab.
What you fill in
- Brand name: the name of your brand or company as customers know it.
- Agent name: the name visitors will know your agent by, for example Noa or Sam.
- One-line pitch: one or two sentences that sum up your business.
- Mission: what your business stands for and what you promise customers.
- Target audience: who your customers are.
- Always do: concrete things the agent should always do.
Keep it concrete. The clearer your identity, the better the agent fits your brand.
Why this matters
The identity applies on every channel. Set it up well once, and your agent sounds consistent everywhere.