Give Your Agent an Identity
This is the first step of Stage 1. You give your agent an identity: a name and logo people recognise, a mission and personality that shape every answer, colors that match your brand, and an optional public About page.
Persona is not just cosmetic. The mission and personality you write are fed directly into the AI model's reasoning, so getting them right is the single most impactful thing you can do before you add anything else.
Before you start
- You have created an agent. If not, see Create Your First Agent.
- You know who the agent serves and what it should (and should not) help with. One sentence is enough to begin.
Pages in this step
In the CMS, these settings live under the Persona menu in your agent's sidebar.
| Page | What you set up | Do it when |
|---|---|---|
| Profile | Name, URL code, logos, agent avatar, default timezone, and disclaimer | First. It is what users notice before anything else. |
| Behavior | Mission, personality, communication style, and how much the agent takes the lead after answering (Conversation Initiative) | Right after Profile. This is the most important page in this step. |
| Appearance | Color palette, theme tokens, and custom CSS | When you want the chat to match your brand. |
| About | Public description, social links, and contact details | Optional. When users should be able to read who runs the agent. |
Where to start: open Profile, then go straight on to Behavior. Appearance and About can wait until after your first publish.
What makes a good persona
| Element | Poor example | Good example |
|---|---|---|
| Name | Assistant | Atlas, Kirana Group's operations assistant |
| Mission | Answer questions about our policies | Help Kirana Group employees get operational work done right the first time: approval limits, procurement, travel and expense claims, and site safety, answered from Kirana's official SOPs |
| Personality | Helpful and friendly | Precise, calm, and dependable. Policy-first: never guesses a rule and says plainly when the SOPs do not cover something |
| Tone | Professional | Short and actionable: leads with who approves and what to do next, then the conditions |
| Appearance | Default colors | Kirana's navy #0F4C81 and teal #14B8A6, so the chat feels like a Kirana tool |
The test for a good persona: read your mission and personality aloud. Would a new team member immediately understand what this agent is for, who it serves, and how it should communicate? If not, sharpen it.
Common mistakes: a mission that is too broad ("answer any question"), a tone that contradicts your brand, placeholder names like "Bot", and setting the persona once and never revisiting it after reading real conversations.
Next steps
- Start with Profile.
- When your persona is in place, continue to Teach Your Agent.
- Looking for the welcome message or chat settings? They are in Shape the Conversation.