Documentation

Agent Personality

Make your AI sound like you.

Make Your AI Sound Like You

Your brand. Your voice. AI just executes.


Tone Options

ToneExample Message
Professional"Thank you for your inquiry. I'd be happy to assist you. Could you share your preferred timeline?"
Friendly"Hey! Thanks for reaching out. I'd love to help. What's your timeline looking like?"
Casual"Hey there! Saw you're interested. When are you thinking of making a move?"

Pick what matches your brand.


Custom Instructions

Add specific rules:

✓ "Always ask about their timeline first"
✓ "Never use exclamation marks"
✓ "Mention our free consultation offer"
✓ "If they mention a competitor, highlight our 5-star reviews"
✓ "Don't discuss pricing — say you'll cover that on the call"
✓ "Use their first name in every message"

AI follows your rules.


Does This Matter?

Yes. Different audiences respond to different tones.

  • High-end luxury → Professional
  • First-time buyers → Friendly
  • Younger demographic → Casual

Test if you're not sure. You can change it anytime.


FAQs

"Can the AI match the lead's tone?" Yes. AI adapts slightly based on how the lead writes. A casual lead gets a casual response.

"What if I want very specific phrasing?" Add it to Custom Instructions. "When asked about X, always say Y."

"Can I see examples before committing?" Test it yourself. Add yourself as a lead and have a conversation.

"Does changing the tone reset conversations?" No. History stays. New messages use the new tone.

"What if I'm not sure which tone?" Start with Friendly. It works for 80% of businesses.

"Can I have different tones for different agents?" Yes. That's a great reason to have multiple agents.