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User can configure agent in AI Instructions screen with 3 sections: Identity, Tasks, and Guardrails.

Agent Configuration

User can set agent name, voice, language, and background audio: agent edit screen - agent name, agent voice, agent language, background audio

1. Identity

User can define agent’s role, tone, and personality. agent edit screen - prompt identity section Identity specifies:
  • Agent’s role
  • Tone and communication style
  • Personality traits
  • How to interact with callers
Example: “You are a professional customer support agent for a tech company, responding in a friendly and concise manner.”

2. Tasks

User can specify what agent is designed to do. agent edit screen - agent tasks section Tasks include:
  • Answering customer inquiries
  • Booking appointments
  • Collecting user feedback
  • Specific functions agent will perform
Example: “Assist users with troubleshooting issues, provide product recommendations, and schedule support calls.”

3. Guardrails

User can define boundaries for agent behavior. agent edit screen - guardrails section Guardrails ensure agent:
  • Stays on-topic
  • Avoids sensitive or restricted subjects
  • Does not provide misinformation
  • Redirects when needed
Example: “Do not provide medical, legal, or financial advice. Redirect users to human support if a question falls outside predefined topics.”
User can generate prompt automatically using prompt generator (top right of screen).