The Personality traits screen allows you to create and adjust the characteristics of your chatbot. Here, you can define the following aspects to guide its behavior:
- Purpose: Determine who the chatbot is and its main functions.
- Behavior: Establish how the chatbot should interact with users, including Language Type, Terminology, and Response Length.
- Additional traits: Set other guidelines the chatbot should follow during conversations, such as avoiding certain topics.
Once all settings are defined, your chatbot will interact with customers consistently, aligned with your company's identity. For example, a bank wanting to enhance customer service can set its chatbot to be formal, professional, and trustworthy.
To start creating an efficient personalization process for your chatbot, follow these instructions:
Access: Chatbot > Chatbot List > Generative AI Chatbot. Select the chatbot you want to adjust, click its name, and go to Personality in the left-hand menu.
The screen: It presents three available adjustment options, divided into tabs: Purpose, Behavior, and Additional traits.
Define the Chatbot's Purpose
Write a detailed description of who the chatbot is in the provided field:
- Explain how it should present itself.
- Determine its objective and specify exactly what it should do.
- Optionally, include any other important information.
💡 Tip: If you find this step challenging, there are three examples below the input field: Sales Chatbot, Technical Support Chatbot, and Q&A Chatbot. Choose the one closest to your chatbot's goal and click Copy Example . Remember to save your settings by clicking Save Changes.
Define the Chatbot's Behavior
Select the behavioral aspects you want to customize and set how the chatbot should communicate with customers during conversations:
- Language: Use the slider to set the vocabulary type. The further left, the less formal the chatbot will be; the further right, the more formal it will be.
- Terminology: Decide if the chatbot should use technical terms. Ensure the terminology matches your target audience. The further right on the slider, the more technical the language will be.
- Reply size: Set the maximum number of characters for the chatbot's responses. The further right on the slider, the longer the response, which may increase the time the chatbot takes to reply.
Click Save Changes when done.
Define Additional Traits for the Chatbot
Choose the additional options the chatbot should follow during interactions with customers. Check the ones you want to add and click Save Changes.
- Additional traits: The chatbot will only use content about your company.
- Restrict chatbot content: The chatbot will not address specified topics and will not continue the conversation if asked about them.
- Make use of emojis and additional elements: The chatbot will use emojis and other elements during conversations, making communication more humanized and informal.
When finished, click Save Changes. If the chatbot is ready for publication, click Publish Chatbot.
💡 Tip: Before publishing your chatbot, use the Test Area always available on the right side of the screen. Ensure all settings are correctly implemented. You can make adjustments as needed. Only make the chatbot public when it meets all the defined settings and fully reflects your company's identity.