Define your brand’s voice and ensure your AI assistant communicates with customers in a consistent, on-brand tone. This guide explains how to customize your AI's name, personality, and operational instructions to create a more authentic and effective customer experience.
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Setting your assistant's personality
Your AI's personality shapes every interaction it has with your customers. You can define its name and tone of voice to align with your brand identity.
From your Convi panel, navigate to AI Agent → Assistant behavior.
In the Assistant personality section, you can:
Name your assistant: Enter a name that reflects your brand (e.g., "CozyBot," "Style Advisor"). The default is "Shop Assistant."
Select a tone of voice: Choose from the following options in the dropdown menu:
Friendly: Warm, approachable, and positive.
Casual: Relaxed and conversational.
Professional: Formal, direct, and polite.
Enthusiastic: Energetic, eager, and highly engaging.
💡 Tip: The tone of voice you select will influence the AI's word choice and sentence structure. We recommend testing different tones to see which one best resonates with your customers. |
Providing custom instructions
Custom instructions are essential for teaching the AI about the nuances of your business. The more context you provide, the smarter and more accurate its replies will be.
In the Custom instructions section, you can provide details about:
Your products: What do you sell? What makes your products unique?
Your target audience: Who are your customers? What are their needs and preferences?
Your store policies: Key information about shipping, returns, and customer service.
ℹ️ Note: You have a 5,000-character limit for custom instructions. Be concise but thorough. |
Here is an example of effective custom instructions:
"We sell handmade candles for people who love cozy, natural scents. Our customers are mostly women aged 25–45. We ship in 2–3 days, accept returns within 14 days, and respond via email and Instagram."
Click Save to apply your changes.
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