How to Change AI Agent Name and Role

February 25, 2025

It’s easy to customize your AI Agent’s name and role, ensuring it aligns with your specific needs. Giving your agent a meaningful name adds a professional touch and makes conversations more engaging. Personalizing these details also helps users quickly understand the agent’s purpose—whether it’s assisting with inquiries, guiding users through a process, or providing specific recommendations.

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Follow these steps to update the name and role of your AI Agents:

  1. In Agent AI Builder, click on the Train tab.
  2. Then, under the AI Persona section, enter a new agent’s name in the Agent Name input box.
Editing Agent Name in the Train tab of the Ai Agent Builder
  1. Next, enter a new job title in the Agent Role input box or select one of the predefined agent roles below.
Editing Agent Role in the Train tab of the Ai Agent Builder

Note

  • Any changes made in the AI Persona section of the AI Agent Builder are saved automatically and will immediately appear in the AI Agent’s behavior and responses.
  • Pressing CTRL+Z while in the AI Persona section will undo any changes made on Agent Name and Agent Role. Pressing CTRL+Y will redo them. These shortcuts will no longer work once you move to another section of the AI Agent Builder after making changes to your AI Agent’s name and role.
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