Settings

setting

Overview

The Settings tab lets you customize how your AI persona behaves and interacts with users. You can set up a default language, decide how it behaves on web and messaging channels, set up alerts, add additional users, set rate limits, add custom fields and set up API authorisation configurations.

Accessing Persona Settings

Go to the My Persona section in your dashboard.
Click on the Settings tab to access and adjust your persona’s configuration.

Available Settings

Basic Settings

Messaging Chat Mode – Set the default communication type in messaging channels (not web): Text or Voice Notes.
Timezone – Choose your persona’s timezone (this helps with things like scheduling).
Web Voice Functionality – Turn voice responses on/off, or disable entirely, for the web interfaces.
Default Chat Language – Set the default language for all persona interactions. Note: the webchat and web widget interfaces will also be updated to reflect your chosen default lanaguage. For instance the buttons and tool tips text will be translated to your default language.

Alerts

Alerts allow you to set up rules to catch when specific things are said by a user and get notified by email when they happen.

You can:

Turn on the built-in “Missing Context” alert, which triggers when your persona is asked a question it hasn’t been trained to answer. This is really helpful for you to quickly update your persona’s knowledge so next time it gets asked the same question it will be able to answer.
Create custom alerts to detect other kinds of messages and get alerts sent to one or more email addresses.

For custom alert, you’ll need to provide:

A name for the alert
A description — this is crucial, as it’s what the AI uses to decide whether to alert a message. Be clear and specific about what you’re looking for.

Here are some examples:

Spam or Gibberish
Flags messages that don’t make sense or are made up of random characters.

Example description:
This alert applies to messages made up mostly of symbols, random strings, or gibberish with no meaningful content. It should not apply to real words, names, URLs, slang, greetings, exclamations, or structured text that conveys meaning. Repetition alone isn’t spam—only fully nonsensical or symbolic messages should be alerted.

Technical Issues
Flags messages that report bugs or errors.

Example description:
The user reports a technical malfunction or bug, typically indicated by phrases such as ‘It’s not working’ or ‘Something’s broken.’

Human Support
Flags messages where the user wants to speak with a real person.

Example description:
User expresses they want to talk to a human, typically indicated by phrases such as “Can I speak to a real person”, “I want to speak to a human”, “Can you ask someone form the team to call me”.

Logging

Enable logging of all persona conversations to a Slack channel for real-time monitoring.

Users

Manage team access and permissions:

Owners – Full access to all features.
Admins – Full access except for user management.
Members – Limited access (no Users or Subscription pages).

Rate Limit

Control usage to prevent spam or abuse:

Example: Limit users to 5 messages every 10 seconds. This help limit spammers that send lots of messages very rapidly.
Example: Cap usage at 100 messages in 24 hours; after that, block the user for 48 hours. This places a max limit on usage per user in a given timeframe and helps protect your persona from abuse.

Custom Fields

Use custom fields to collect extra information from users when they first visit your persona via webchat or the web widget using a form. By default, the form on webchat & the widget will always ask for the user’s name and email address.

When you first set up your persona you’ll see an example custom field set up for you already that asks users to agree to our Terms & Conditions and Privacy Policy. You can edit or remove this example, and add as many new custom fields as you like.

Custom fields are shared with your AI persona as context. This means they can be used to pre-fill information later. For example, if you’ve already collected the user’s email via the webchat form, and later have an agenda that asks for it, the persona will skip that question - since it already has the answer. Note: This only works if the user is on webchat. If they’re using a messaging app like WhatsApp, their email will not be collected yet, and the persona will ask for it during the agenda.

Notifications

Set up email summaries for your persona activity.
Choose how often you get updates: Daily, Weekly, or Monthly.
Add recipient email addresses for summaries to be sent to.

API Auth Configuration

Add and manage API credentials for integrations.
Supports multiple authentication types.
These API keys can be reused in persona agendas, so you only need to set them up once.