Set-up video · Step 3 of 12
Give aiReceptionist a persona
A persona gets a profile name, an agent name, a role, instructions and a tone. One instruction is do not promise a callback time.
Recorded in the portal on September 11, 2026. The video follows Outerbanks Handyman, our demo account. The voiceover is a first take and is being re-recorded.
Read this step on the set-up page, with screenshots and tips
Transcript
With an agent. This is who will be determining your voice of how the bot sounds. so we can name her, really anything. I'll go with Grace.
And, you can name this as the agent. And this is the profile name. So Actually, in this case, I'm going to go. Urgent caller.
Actually, general calls. And this will be Grace. And this is the agent's role, describing what the agent does. Grace conducts information.
Individual. Ahem. and this is the instructions, so you can tell the agent what she should and should not do. On the caller's urgency levels.
If you don't want her to do something, you can say something like, Do not promise a callback time. For tone, just kind of how you want the caller to sound, in this case I can go with adjectives work best. Go ahead and create her. And she'll show up here shortly.
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