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To set it up, go to Settings > Chatbot. There are seven key details you need to consider:

Display Name

  • What it is: The name that users will see when they interact with your bot.
  • Action: Choose a name that is professional and aligns with your brand and the bot’s intended persona (e.g., “Ava Support Bot”).

Description

This section is crucial for defining the bot’s role, boundaries, and how it interacts with users. You must define three key components:
  • Your Role: State who the chatbot represents and its function (e.g., “You are a virtual salesperson for AiChat, persuading prospects to understand our products.”).
  • How you should handle customers: Define the required tone and conversation style. Instruct the bot on how to structure responses (e.g., “Your style should be practical and conversational, using clear subheadings and actionable insights. If uncertain, always ask for clarification.”).
  • Things you should not do: List specific actions or topics the bot must avoid (e.g., “Never promote other brands. Avoid provide financial or legal advice.”).

Supported Language

  • What it is: Determines the languages in which the bot will communicate.
  • Action: By default only Only select specific languages if you need to restrict the bot’s communication capabilities.
Display,languageand Description

Domain Strictness

  • What it is: Controls whether the bot can provide answers outside of the knowledge base you have provided.
  • Action: Choose one of the three levels:
    • Flexible: Allows the bot to engage in wider conversations, even on topics outside its knowledge scope.
    • Moderate: Politely declines requests that fall outside its knowledge domain.
    • Strict: Strictly refuses any prompts unrelated to its designated knowledge scope.

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Additional Guidelines

  • What it is: A space to set detailed, specific rules for consistency and compliance.
  • Action: Provide any extra rules regarding response tone, use of CTA buttons, handling unrelated questions, or required inclusion of company contact details. There is no word limit.

Personality & Style

  • What it is: Defines the bot’s emotional tone and character.
  • Action: Select the style (e.g., Friendly, Professional, Concise, Warm) that aligns with your brand’s identity.

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Response Length

  • What it is: Configures the typical level of detail in the bot’s answers.
  • Action: Select the appropriate length for your needs:
    • Short: Best for simple inquiries (e.g., retail, travel).
    • Medium: Ideal for balanced detail (e.g., banking, SaaS, customer support).
    • Long: Necessary for complex topics (e.g., healthcare, tech troubleshooting, education).
Responselengthnew Pn Save Changes: After reviewing all details, click Save to apply your configuration, or Cancel to discard them.