Persona

What It Does

The persona is your bot's identity: its name, how it addresses people, how formal or friendly it sounds, and what it will and won't do. The bot writes every reply according to this text.

Setup

1. Open the Setup page in the panel and go to the Persona card.
2. In the bot name field, enter the name the bot will introduce itself with.
3. In the persona text, describe the bot's character and tone. Optionally use the improve-with-AI tab to have a draft written, then move it into the editor.
4. Add the rules the bot must always follow to the business rules field — for example "Never promise discounts" or "Never give a medical diagnosis".
5. Write a change note and click Save.
6. Try the new persona with Test your bot.

How It Works

For every message the bot reads your persona and your knowledge base together: how to speak comes from the persona, what to say comes from the knowledge base. Each save is added to the version history, so you can track your changes and roll back if needed.

The bot always follows a set of basic safety rules that can't be turned off. The rules you write are added on top of them.

Limits and Things to Know

• The persona text must be at least 200 characters.
• It can't be saved while unfilled placeholders such as "..." or [PRICE] remain.
• AI drafting is limited to 2 times a day and 4 times a week. Your remaining allowance is shown on screen.