Basic configuration

Basic configuration defines how your voice assistant introduces itself to customers and what it's allowed to do. A clear, consistent setup is essential to deliver a professional experience.

Agent identity

Define who your voice assistant is: its name, how it introduces itself, and the communication style it adopts. These elements shape the first impression with your customers and determine the quality of the conversation.

• Name. Choose a simple, memorable name aligned with your brand. Avoid generic or confusing names.
• Opening greeting. Write a short, professional welcome line that signals the service available.
• Communication style. Define the tone: formal and polite, friendly and helpful, or a balance of both.
• Brand identity. The assistant represents your business: stay consistent with your brand values and image.

Operational scope

Clearly define what the agent can and cannot do. A well-bounded scope prevents frustration and ensures complex requests are routed correctly.

• Allowed tasks. Explicitly list the actions the agent can take on its own.
• Tasks that require an operator. Specify when the customer must be transferred to a human operator.
• Availability hours. Clearly communicate when the agent is available and what to do outside those hours.