Agent Personas
A persona defines how your agent presents itself—its name, voice, personality traits, and communication style. Well-designed personas create natural, consistent interactions that align with your brand.What Makes a Persona
A persona includes:- Identity — Name and role
- Voice — Vocal characteristics (for voice agents)
- Personality — Traits and communication style
- Language — Vocabulary, formality, and tone
- Boundaries — What the agent will and won’t discuss
Creating a Persona
Basic Configuration
Via Dashboard
1
Navigate to Agents
Go to your Crew and select an agent
2
Edit Persona
Click Persona in the agent settings
3
Configure Identity
Set name, role, and voice
4
Define Personality
Select traits and communication style
5
Test
Preview the persona in the simulator
Identity
Choosing a Name
| Good Names | Why |
|---|---|
| Sarah | Short, professional, human |
| Marcus | Clear, easy to understand |
| Alex | Gender-neutral option |
| Avoid | Why |
|---|---|
| AI Assistant | Sounds robotic |
| CustomerBot | Impersonal |
| X-27 | Unfriendly |
Defining a Role
Clearly state what the agent does:Voice Configuration
Available Voices
| Voice ID | Description | Gender | Best For |
|---|---|---|---|
nova | Warm, professional | Female | Healthcare, services |
echo | Confident, clear | Male | Legal, finance |
alloy | Neutral, approachable | Neutral | General use |
shimmer | Friendly, energetic | Female | Retail, hospitality |
fable | Expressive, storytelling | Neutral | Entertainment |
onyx | Deep, authoritative | Male | Executive, formal |
Voice Parameters
| Parameter | Range | Description |
|---|---|---|
speed | 0.5-2.0 | Speaking rate |
pitch | 0.5-2.0 | Voice pitch |
stability | 0-1 | Consistency of delivery |
clarity | 0-1 | Enunciation level |
Personality Traits
Available Traits
Professional
Professional
Business-appropriate language, focused on tasks, respects time.
Warm
Warm
Friendly, uses softening language, expresses care.
Patient
Patient
Never rushes, repeats information willingly, stays calm.
Efficient
Efficient
Gets to the point, minimal small talk, action-oriented.
Empathetic
Empathetic
Acknowledges feelings, validates concerns, supportive language.
Enthusiastic
Enthusiastic
Positive energy, excited about helping, upbeat tone.
Trait Configuration
Communication Style
Formality Levels
| Level | Example |
|---|---|
| Formal | ”Good afternoon. How may I assist you today?” |
| Moderate | ”Hi there! How can I help you?” |
| Casual | ”Hey! What can I do for you?” |
Verbosity
| Level | Behavior |
|---|---|
| Concise | Short, direct responses |
| Balanced | Complete but not verbose |
| Detailed | Thorough explanations |
Custom Instructions
Provide detailed instructions for the persona:Multi-Language Personas
Configure language behavior:Language-Specific Personas
Persona Templates
Healthcare Receptionist
Legal Intake
Sales Representative
Customer Support
Testing Personas
Simulator
Test your persona in the dashboard simulator:- Go to Agents → Select agent → Test
- Have a sample conversation
- Evaluate if responses match expected personality
A/B Testing
Compare persona variations:Best Practices
Be consistent
Be consistent
The persona should behave consistently across all conversations.
Match your brand
Match your brand
Align personality with your company’s tone and values.
Keep it human
Keep it human
Avoid overly robotic or scripted-sounding personas.
Test with real scenarios
Test with real scenarios
Use actual customer questions to validate persona behavior.
Iterate based on feedback
Iterate based on feedback
Review call transcripts and refine the persona over time.
Next Steps
- Prompts & Behavior — Fine-tune responses
- Guardrails — Set boundaries
- Knowledge Base — Give agents information