Settings

Defining Your Assistant’s Personality Core Settings

Settings is where you shape who your assistant is and how they behave. Think of it like setting expectations for a new team member – you’ll define their personality, how they should respond, and what they’re allowed to do.

What You Can Adjust

Who They Are

Give your assistant a name and personality that fits your brand.

How They Talk

Control how creative or focused their responses are.

What They Know

Adjust how your assistant searches through their training materials.

Special Abilities

Enable features like web searching and conversation memory.

Your Assistant’s Identity

Give your assistant a clear name and role. The project name helps you organize multiple assistants, and the personality instructions tell your assistant how to behave and what expertise to show.

Personality Tips

• The personality instructions are like a job description for your assistant
• Be specific about what they should and shouldn’t talk about
• Set the tone – should they be formal, casual, friendly, or professional?
• Define what topics they’re experts in

Key Settings:

• Name – What your assistant calls themselves
• Personality Instructions – Guidelines for how they should behave
• Welcome Message – The first thing customers see

How Your Assistant Responds

Settings like creativity level and AI model affect the style of your assistant’s responses.

Creativity Level

Creativity controls whether your assistant sticks to the facts or gets more creative:

Level	Behavior	Best For
0.1 - 0.3	Very focused, consistent	Support questions, factual answers
0.4 - 0.6	Balanced	Most conversations
0.7 - 1.0	Creative, varied	Marketing, brainstorming

Tip

For customer support, keep creativity low (0.3-0.5) for reliable answers. For creative tasks, turn it up (0.7-0.9).

AI Model

Model determines how smart and capable your assistant is:

Model	Strengths	Cost
GPT-4o	Smartest, best reasoning	Higher
GPT-4o-mini	Fast and affordable	Lower
Claude 3.5	Great with long content	Medium

Note

More advanced models cost more per message but give better answers for tricky questions.

How They Search Their Training

How Many Sources

How many training materials to check when answering. More = better context, but slower.

Match Quality

How closely information must match the question. Higher = stricter, fewer wrong answers.

Fine-Tuning Tips

If your assistant gives off-topic answers, raise the match quality threshold. If they say “I don’t know” too often, lower it or let them check more sources.

Special Abilities

Web Search

Let your assistant search the internet for current information beyond their training.

Conversation Memory

How many previous messages to remember. More memory = smoother conversations.

Session Tracking

Control how conversations are tracked and continued.

Keep in Mind

• Web searching adds a small delay to responses
• More conversation memory uses more resources
• Complex settings may slow response time

Security & Access Control

Password Protection

Require a password for customers to chat with your assistant.

Message Limits

Prevent spam by limiting how many messages can be sent.

Access Keys

Create special keys for connecting your assistant to other tools.

Security Tip

If your assistant has access to sensitive information, always enable password protection. Public assistants can be accessed by anyone with the link.

Message Limits

Setting	Purpose	Recommended
Messages per minute	Stop spam	10-20
Chats per day	Control usage	Based on your plan
Max message length	Prevent abuse	2000 characters

Agent Framework & Capabilities Advanced

The Agent Framework lets you define your assistant’s purpose and grant it specific operational capabilities. This is where you go from a simple Q&A bot to a fully capable AI agent.

Bot Purpose

Set whether your assistant is a Support Bot, Sales Rep, Scheduler, or General Assistant. This shapes how it prioritizes tasks and routes conversations.

Human Handoff

Enable Human Handoff to let your assistant escalate conversations to a live agent. Required for the Live Escalation feature to work.

Appointment Booking

Enable the appointment booking capability to allow your assistant to offer and schedule meetings during conversations.

Proactive Scheduler

Enable BotJobs to let your assistant proactively reach out to contacts (e.g., for follow-ups or reminders) without waiting for them to initiate conversation.

Agent Framework Documentation

For a complete reference on capability toggles, agent profiles, and the proactive scheduler, see the Agent Framework guide.

Testing Your Changes

1. Make a change in Settings

2. Go to Playground to practice with the new settings

3. Try unusual questions to see how your assistant handles them

4. Adjust and repeat until your assistant behaves exactly how you want

Pro Tip

Keep a list of test questions that check your assistant’s behavior. Run through them after any settings change to make sure everything still works well.

Related Topics

Playground Practice with your assistant after changing settings

Appearance Style how your assistant looks

Data Sources Manage your assistant's training materials