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Personality

Configure your chatbot's role, tone of voice, and behavior rules to ensure it communicates in alignment with your company's strategy, maintaining consistency, security, and clarity in every interaction.

Current Context

The chatbot's personality is being edited in context: Principal.
Each context can have its own personality, allowing different behaviors depending on usage.

The Personality page is divided into four main areas:

Top Section: Communication Profile​

Define the chatbot's role and personality to shape how it communicates.

Balance Section: Response Profile​

Adjust the balance between creativity and accuracy in the chatbot's responses.

Rules Section: Restrictive Instructions​

Set rules that limit the chatbot's behavior during conversations.

Broad Context Section: General Guidance​

Add mission and guidance that will steer the assistant when users ask questions outside the trained context.

Communication Profile​

Define who the chatbot is and how it presents itself during conversations.

Role​

The role represents the main function the chatbot assumes for the user.

Selected example:

  • Salesperson

What this influences​

  • Response approach
  • Type of language used
  • Conversation focus (e.g., persuasion, support, guidance)

Description example​

"As a salesperson for your company, I will present products and services persuasively, highlighting their benefits to help you make the best purchasing decision."

Personality​

The personality defines the chatbot's emotional tone and stance.

Selected example:

  • Confident

What this influences​

  • Confidence in responses
  • Argumentation style
  • More direct and assertive language

Description example​

"As a confident chatbot, I will always be sure of what I'm saying, conveying confidence in every response so you have no doubts."

Response Profile​

Define the balance between creativity and accuracy in chatbot responses.

Available options​

🎨 Creative​

  • More elaborate and flexible responses
  • Ideal for engagement and more natural conversations
  • May generate longer and more interpretive responses

⚖️ Balanced (Selected)​

  • Balance between creativity and accuracy
  • Natural language focused on reliable information
  • Recommended for most scenarios

🎯 Precise​

  • Direct and objective responses
  • Focus on specific information from the knowledge base
  • Ideal for technical support or FAQs
Selection tip
  • Sales and onboarding → Creative or Balanced
  • Technical support → Precise

Restrictive Instructions​

Create explicit rules that limit the chatbot's behavior during conversations.

These instructions act as guardrails, preventing unwanted responses or responses outside the company's strategy.

Examples of configured rules​

  • Do not mention prices or provide quotes

    Always direct the user to contact a specialist

  • Do not compare with competitors

    Only emphasize the qualities of your own products

  • Do not respond with programming code

    Avoids technical responses outside the commercial scope

When to use Restrictive Instructions​

  • Ensure compliance
  • Avoid sensitive information
  • Standardize commercial messaging
  • Limit topics outside the chatbot's scope
Important

Restrictive instructions have high priority and must always be followed, even if the user tries to make the chatbot ignore them.

General Guidance​

General Guidance acts as an extra layer of knowledge and behavior. It is essential for guiding the assistant when a user asks questions that are not directly answered by your trained content (Knowledge Base).

What to include in this section​

In this field, you should describe the chatbot's mission, your company's priorities, and the tone limits that must be respected in any situation.

Generate with Content (AI)​

To make setup easier, you can use AI to create an automatic draft based on your existing registered data, without having to write everything from scratch.

  1. Click the Generate with content button.
  2. Select the desired data source under Source content.

    Only active content from your Knowledge Base will be available for selection, ensuring the draft is generated from reliable and up-to-date information.

  3. The system will analyze the selected content and generate a personalized draft for your business. A typical result includes:
    • Mission: The assistant's core objective (e.g., "Boost customer efficiency and satisfaction").
    • Guidelines: Service pillars such as Personalization, Accuracy, Accessibility, and Efficiency.

You can edit the generated draft so it is perfectly aligned with your business needs.

Clearing General Guidance

If you want to remove General Guidance from your chatbot, just delete all content in the field and save. The assistant will go back to operating only based on trained content.

Tip

Use General Guidance to make sure the chatbot never replies with a dry "I don't know," but instead keeps the conversation going within your brand's values and mission.

Action Controls​

Main Buttons​

SAVE​

  • Function: Applies all personality changes
  • Important: Changes only take effect after saving

UNDO CHANGES​

  • Function: Reverts to the last saved version
  • Use: When you want to cancel current edits