Assistant Persona
The Persona tab defines your AI assistant's identity, personality, and core behavior. These settings shape how the assistant communicates and presents itself to users.
Overview
The Persona is the "character" of your assistant. A well-configured persona ensures consistent, on-brand interactions that feel natural and helpful.
Basic Information
Name
The display name shown to users in the chat interface.
Tips:
- Choose a memorable, approachable name
- Match your brand personality (friendly: "Alex", professional: "Aria")
- Avoid names that could be confused with human employees
Example: "Buddy", "Nova", "Max"
Company / Organization
The business entity the assistant represents. The assistant will refer to this when discussing "we" or "our company."
Example: "Acme Corporation", "TechStart Inc."
Role
The functional purpose of your assistant. This helps the AI understand its primary objective.
Common roles:
- Customer Support — Help with questions and issues
- Sales Agent — Guide prospects and close deals
- Technical Support — Assist with technical problems
- General Assistant — Flexible, multi-purpose help
Avatar
The profile image displayed in the chat. Options:
- Upload a custom image
- Select from preset avatars
- Use your company logo
Best practices:
- Use a friendly, professional image
- Ensure it's visible at small sizes (40x40px)
- Consider brand alignment
AI System
FineGuide uses an agentic AI architecture — meaning your assistant doesn't rely on a single model. Instead, multiple AI models work together in parallel to provide the best possible responses:
- Intent Analysis — One model determines what the user is asking
- Response Generation — The most appropriate model handles the response
- Variable Extraction — Another model tracks conversation context and extracts data
- Quality Assurance — Additional models verify accuracy
Benefits:
- No configuration needed — the system automatically selects the best models
- Better responses through specialized model orchestration
- Simple, predictable pricing: 1 credit per message
Voice Model
For voice-enabled features, select the text-to-speech voice.
Options include:
- Various male and female voices
- Different accents and speaking styles
- Professional or conversational tones
Personality Settings
These sliders control how the assistant communicates. The right balance depends on your brand and use case.
Manner of Speaking
Controls the tone and style of responses.
| Setting | Result |
|---|---|
| Formal | Professional, business-appropriate language |
| Normal | Balanced, natural communication |
| Friendly | Warm, conversational, uses casual language |
| Concise | Brief, to-the-point responses |
Use cases:
- Law firm → Formal
- E-commerce → Friendly
- Technical docs → Normal or Concise
Persuasiveness
How assertively the assistant promotes products/services or guides decisions.
| Setting | Result |
|---|---|
| Assertive | Actively recommends, uses persuasive language |
| Neutral | Balanced, presents options without pushing |
| Passive | Purely informational, no sales pressure |
Use cases:
- Sales bot → Assertive
- Support bot → Neutral
- Knowledge base → Passive
Verbosity
How detailed the responses are.
| Setting | Result |
|---|---|
| Verbose | Long, detailed explanations |
| Normal | Balanced level of detail |
| Concise | Short, efficient answers |
Use cases:
- Technical documentation → Verbose
- FAQ bot → Concise
- General support → Normal
Follow-up Questions
When enabled, the assistant asks clarifying questions to better understand user needs.
Benefits:
- More accurate responses
- Better lead qualification
- Deeper user engagement
Example:
- User: "I need a laptop"
- Assistant: "What will you primarily use it for — work, gaming, or creative projects?"
Welcome Message
The first message users see when they open the chat. A good welcome message:
- Greets the user warmly
- Explains what the assistant can help with
- Encourages engagement
Examples:
Friendly:
"Hi there! 👋 I'm Alex, your personal assistant for Acme Corp. I can help with product questions, order status, or anything else. What can I do for you today?"
Professional:
"Welcome to Acme Corporation. I'm here to assist with your inquiries about our products and services. How may I help you?"
Concise:
"Hi! I'm here to help. Ask me anything about our products."
Custom Prompts
An advanced text field where you can add custom instructions that shape the assistant's behavior. These instructions are included in the system prompt.
Use cases:
- Enforce specific policies: "Always mention our 30-day return policy"
- Add personality: "Occasionally use relevant emojis"
- Handle edge cases: "If asked about competitors, focus on our unique benefits"
- Compliance: "Never provide medical or legal advice"
Example:
- Always greet users by name if they provide it
- When discussing pricing, emphasize value and ROI
- If a question is about refunds, direct to the help center
- Never promise specific delivery datesNotes
An internal field for your team to document important information about this assistant. Users never see this.
Use for:
- Deployment location (e.g., "Homepage bot")
- Version history notes
- Configuration reminders
- Team ownership
Live Preview
On the right side of the Persona tab, you'll see a live chat simulation. As you change settings, the preview updates to show how the assistant will behave.
Use it to:
- Test different personality combinations
- Preview welcome messages
- Verify custom prompt effects
Best Practices
Match Brand Voice
Ensure personality settings align with your company's communication style. A fun startup needs a different tone than a financial institution.
Start Conservative
Begin with neutral/normal settings and adjust based on user feedback. It's easier to add personality than remove it.
Test with Real Scenarios
Use the preview to run through common conversation types. Ensure responses feel natural and helpful.
Document Changes
Use the Notes field to track what you've configured and why. This helps team members understand the setup.
Next Steps
- Configure Features — Set up lead collection, tickets, and more
- Customize Appearance — Match your brand visually
- Add Learning Context — Train with your content