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Setup

This configuration framework fine-tunes the AI agent's behavior, tone, and response style to better serve their customers. Proper setup ensures that the AI agent enhances the user experience, drives platform adoption, and aligns seamlessly with business goals.

Company Name​

Each AI agent can be designed to serve different companies under the same account. This ensures a tailored user experience that aligns with the branding, tone, and goals of each company.

AI Agent Goal​

Define the specific objective of the AI agent to align with the desired outcomes. This ensures the agent delivers targeted and accurate assistance to end-users.

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Setting a clear goal helps the AI agent support business priorities, improve user engagement, and drive measurable outcome.

Tone of Voice​

Set the communication style for the AI agent to ensure it matches your company's branding and user experience.

Available Tone Options​

1. Creative​

Engaging, fun, and expressive tone for interactive and informal user interactions.

2. Neutral​

Balanced and clear communication suitable for general use.

3. Matter-of-fact​

Straightforward, practical tone focused on delivering clear and direct information.

4. Professional​

Polite, formal, and competent style ideal for business and enterprise environments. Matching the tone to your audience enhances user satisfaction, builds trust, and ensures the AI agent communicates effectively.

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Tone options may slightly differ based on the selected AI Agent type to better align with its purpose.

Response Length​

Customize how detailed the AI agent’s responses should be based on the user interaction needs and the complexity of your business. Tailoring response length optimizes user interactions, ensuring clarity while balancing speed and detail based on your workflows and user needs.

Available Response Options:​

1. Short​

Minimal, concise replies covering only the essentials.

2. Standard​

Balanced responses with clear and informative details.

3. Comprehensive​

In-depth replies that provide additional context and thorough explanations.

Global Reminders​

The Global Reminders feature allows you to configure automated follow-up messages when a user does not respond within a set timeframe. These reminders ensure that conversations stay active and users receive timely nudges to engage with the AI agent.

Configuration Options​

  • You can set up to three (3) reminders.
  • Reminders must be configured in ascending order (i.e., the first reminder must be the shortest interval, followed by longer intervals).
  • Each reminder is linked to a specific node that will be triggered when the reminder is sent.

Timers​

Each reminder consists of:

  • Time Delay: The amount of time (e.g., 5 minutes, 15 minutes, 30 minutes) after which the reminder is sent if the user remains inactive.
  • Connected Node: The system calls a predefined node (e.g., "Affirmative" in the screenshot) when the timer expires.
  • Preview: Clicking the Preview button allows you to view the dialog in which the selected node is contained.

The following example shows a possible configuration:

  • Reminder 1: Sent after 5 minutes of inactivity, triggering the Affirmative node.
  • Reminder 2: Sent after 15 minutes of inactivity, triggering the Affirmative node.
  • Reminder 3: Sent after 2 hours of inactivity, triggering the Goodbye node.

Preview:

Actions:

  • Add Timer: Allows you to configure additional reminders (up to a max of 3)
  • Delete Timer: Removes an existing reminder
  • Save: Confirms and applies your reminder settings
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