Agent Setup Wizard
The Agent Setup tab gives you one guided place to shape how your agent talks to customers. Instead of editing raw prompt text, you fill in a few clear sections and save. Most workspaces can complete it in under ten minutes.
Opening the wizard
- Go to Agents in the sidebar.
- Click the agent you want to set up.
- Select the Agent Setup tab.
Each section is shown in the side menu. You can move between sections freely and save everything at once with the Save Setup button.
Personality & identity
This section combines two settings: the name your agent uses to introduce itself, and its overall personality preset.
Presentation name
Type the name your agent will use when it introduces itself to customers — for example Sofia or Alex. Leave it blank and the agent will use its internal name instead.
Personality preset
Pick a personality preset that controls your agent's tone, formality, and writing style. You choose a preset by name — the underlying rules are maintained for you, so coherent combinations are guaranteed.
| Preset | Best for |
|---|---|
| Professional | High-value transactions where trust matters most |
| Friendly | Building rapport quickly and putting clients at ease |
| Formal | Institutional buyers or markets that expect structured replies |
| Casual | Younger audiences and modern, digital-first brands |
If you are unsure, start with Professional. You can change the preset at any time and it takes effect on the next conversation.
Policy
Define the privacy and compliance rules your agent must follow in every conversation — for example how you handle personal data or identity verification. This content covers both your privacy and verification messaging.
Market
Give your agent its geographic and currency context so it frames answers correctly:
- Country — e.g. United Arab Emirates
- City — e.g. Dubai
- Currency — e.g. AED
You no longer need to repeat this inside free-text instructions.
Sales Approach
Pick a Sales Axis and the agent follows a ready-made playbook for that selling style. The axis sets sensible defaults for each stage of the conversation — you only adjust what you want:
- Sales Axis — choose the overall style (for example Consultative, Urgency-driven, Value-focused or Relationship-first). If you leave it unset, your agent uses the Consultative style.
- Qualification Opener and Budget Framing — the axis fills these in for you. Leave them blank to keep the default, or type your own wording to override it.
- Zone Discovery — how the agent explores preferred areas. This field only appears for agents that work across multiple projects or listings.
- Selling Points — the specific strengths of your projects, added one per entry. This is the part only you can write.
- Scarcity Policy — how the agent may mention limited availability: Off (never), Soft (gentle, honest cues) or Data-driven (only when backed by real availability). The axis sets a default you can change.
Communication
Set clear language boundaries:
- Forbidden Phrases — phrases the agent must never say (for example a price claim you cannot make). Add them one at a time.
- Allow Filler Phrases — when enabled, the agent may use soft conversational fillers such as "Great question!". Turn it off for a more direct style.
Saving your setup
- Review every section.
- Click Save Setup.
- Wait for the confirmation message.
Changes apply to new conversations. If a section is left empty, your agent falls back to sensible platform defaults — so a blank field never breaks anything.
If no personality presets have been set up for your account yet, the wizard will ask you to contact your administrator before you can save. This is rare and only happens during initial account setup.
If the personality presets can't be loaded — for example after a brief connection hiccup — the wizard shows a short error message with a Retry button instead of the sections. Click Retry to load them again and continue.
What's next?
Once your agent is set up, choose where it responds: