Configure

Personas & tone

A persona is a self-contained configuration that controls tone, goals, tool access, and routing for a specific part of your site. Most customers run one general-purpose persona; teams with complex funnels often run three or four.

What a persona owns

Name and color for identifying it in the dashboard.
Role description — a short paragraph that sets the agent's identity (e.g. “Enterprise SDR for B2B SaaS”).
Tone — friendly, formal, playful, concise, detailed, etc.
Primary goal — book a meeting, qualify, deflect support, answer pricing, etc.
Welcome message and proactive greeting overrides.
BANT profile — what counts as qualified for this persona (see BANT).
Allowed tools — which integrations this persona can use.
URL patterns — which pages this persona answers on.

Create a persona

Open Personas in the dashboard sidebar.
Click + New Persona.
Pick a template: Sales SDR, Support, Pricing Specialist, E-commerce Concierge, Demo Booker, or Blank.
Fill in the name, description, tone, and goal. A live preview on the right shows the agent's first reply.
Click Save.

URL routing

Each persona can own one or more URL patterns. When the widget loads, it picks the persona whose pattern matches the current page. If none match, the default persona answers.

Pattern	Matches
`/pricing`	Any URL path containing `/pricing`.
`/docs/*`	Any path starting with `/docs/`.
`example.com/blog`	The blog on a specific subdomain.
`/product/{handle}`	Shopify product pages with dynamic handles.

You can also hard-pin a persona from the embed snippet (see Shopify install or the deploy page).

Tone & role tips

The agent is highly responsive to how you describe its role. Specific beats generic.

Less effective	More effective
You are a helpful assistant.	You are a senior SDR at Acme. You speak like a confident peer, not a salesperson. Your job is to qualify for budget, timeline, and team size, then book a 20-minute demo.
Be friendly.	Warm, low-pressure, and never use buzzwords like “synergy” or “leverage.” Mirror the prospect's formality.

Guardrails

Every persona has a Boundaries field where you can list things the agent must never do. Typical entries: don't promise pricing, don't make roadmap commitments, always escalate HIPAA or legal questions.

Boundaries are always enforced in the system prompt, even when a tool output suggests otherwise. If a visitor asks about something on the boundary list, the agent defers to a human via live chat.

Plan limits

Plan	Personas
Free	1
Starter	3
Growth	10
Scale	Unlimited