Show your bot’s persona and fixed rules

Under Persona and rules you determine the tone and role of your bot, and give it fixed instructions. This way, the bot sounds like your own organisation.

Setting up

1. Open your bot and go to Settings → Persona and rules.
2. Under Persona, describe the tone and role of the bot. For example: "You are the assistant of Bakkerij Janssens. You are friendly and concise, and address the visitor with you."
3. Under Additional rules, enter fixed instructions that apply on top of the standard rules. For example: "Never give prices; refer to the quote page instead."
4. Click Save changes and test the result under Try it out.

If you leave it blank

If you leave Persona empty, the bot will be friendly, concise and concrete. It will then address the visitor with a formal you, unless the visitor themselves uses you.

The bot always follows a number of fixed rules, even if you do not enter anything here. It responds in the visitor’s language, bases itself only on your sources, does not mention any amounts or data that are not in your sources, and keeps its answers short. If it does not know something, it will say so and offer to have a staff member get in touch.

Tips

• Keep it short. Every sentence is sent with every message and therefore costs tokens.
• Be specific: "address the visitor with you" works better than "be informal".
• Use Additional rules for what always applies. If you want to control how the bot answers one type of question, use Answer rules.
• To give a fixed answer to a precise question, use Questions and answers.

Good to know

• The rules apply in all languages. You may write them in Dutch; the bot will still respond in the visitor’s language.
• Your sources are information for the bot, not instructions. So put instructions here, not on your website.