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.
Follow these steps to update the name and role of your AI Agents:
- In Agent AI Builder, click on the Train tab.
- Then, under the AI Persona section, enter a new agent’s name in the Agent Name input box.
- Next, enter a new job title in the Agent Role input box or select one of the predefined agent roles below.
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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