Learn how to configure your AI Assistant's contact details, personality, and appearance.

Who is this for?

Users who want to customize their AI Assistant to better represent their brand and provide accurate information to customers.

Prerequisites

A tool with the AI Assistant module enabled
Access to the tool detail page

What you can customize

Contact details (phone, email, address)
AI personality and tone
AI Assistant logo

Step-by-Step Instructions

1. Navigate to AI Assistant Settings

Go to the Tools page and click on your tool
Find the AI Assistant section
Click the Settings button in the AI Assistant section

IMAGE HERE (Screenshot of the tool detail page showing the AI Assistant section with the Settings button highlighted)

2. Configure Contact Details

The AI Assistant can provide contact information to customers during conversations. Update these fields:

Enter your business phone number
The AI will share this when customers ask how to call you

Enter your business email address
The AI will share this when customers ask how to email you

Enter your complete business address
The AI will share this when customers ask for your location

IMAGE HERE (Screenshot of the AI Assistant settings showing the Phone, Email, and Address fields)

3. Customize AI Personality

The personality setting controls how the AI Assistant communicates with customers.

In the Personality field, describe how you want the AI to behave
Examples:

Be specific about:

IMAGE HERE (Screenshot showing the Personality text field with example personality descriptions)

4. Upload AI Assistant Logo (Optional)

Customize the logo that appears in the AI chat interface:

Click Upload in the logo section
Select a logo file from your device
NEEDS CONFIRMATION: Recommended logo size and format
The logo will appear in the chat interface

IMAGE HERE (Screenshot showing the AI Assistant logo upload section with the Upload button and logo preview area)

5. Save Your Changes

After configuring all settings, click Save Changes
Wait for the confirmation message

IMAGE HERE (Screenshot highlighting the Save Changes button at the bottom of the AI Assistant settings)

Expected Result

The AI Assistant will use the provided contact details in conversations
The AI will communicate using the personality you defined
The custom logo (if uploaded) will appear in the chat interface
Changes take effect immediately for new conversations

Common Mistakes

Incomplete contact details: Provide all contact information so the AI can answer customer questions fully.

Vague personality description: Be specific about tone and style. "Be nice" is too vague; "Friendly and professional, like a hotel concierge" is better.

Conflicting personality traits: Avoid contradictory instructions like "formal but casual" or "brief but detailed".

Wrong logo format: NEEDS CONFIRMATION: Accepted logo formats and size requirements.

Not saving changes: Always click "Save Changes" or your customizations will be lost.

Troubleshooting

AI not using contact details: Verify the information is saved correctly and test by asking the AI for contact information.

AI personality not matching: Try being more specific in your personality description. The AI interprets natural language, so clear instructions work best.

Logo not appearing: Check the file format and size. Try uploading a different image if issues persist.

Changes not saving: Ensure all fields are filled correctly and try again.

Best Practices

Contact Details

Accuracy: Double-check all contact information for accuracy.

Completeness: Provide all available contact methods so customers have options.

Format: Use standard formats (e.g., +1 555-123-4567 for phone numbers).

Personality Configuration

Brand alignment: Ensure the AI personality matches your brand voice and values.

Customer expectations: Consider what tone your customers expect based on your industry.

Consistency: Use similar personality across all your tools for brand consistency.

Clarity: Use clear, descriptive language that's easy for the AI to interpret.

Examples of Good Personality Descriptions

Retail Store: "Friendly and helpful, like an experienced sales associate. Use casual language, be enthusiastic about products, and always offer to help find what customers need."

Medical Office: "Professional and reassuring, like a medical receptionist. Use clear, simple language. Be patient and empathetic. Focus on helping customers feel comfortable."

Restaurant: "Warm and welcoming, like a host greeting guests. Be conversational and enthusiastic about the food. Help customers with menu questions and reservations."

Hotel: "Professional and courteous, like a concierge. Be helpful and knowledgeable. Anticipate guest needs and provide detailed information about amenities and local attractions."