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Step 2: Defining the Agent’s Role

The AI agent’s role is how it presents itself to the user, the position it takes, and the primary function it performs. This description influences the agent’s tone and behavior in conversation.

Configuration Steps​

Simply put: the role is a short summary of the virtual employee — who they are and what they’re supposed to help with.

  1. Go to the Identity section in the AI agent card.
  2. Enter a brief description of the role and behavior.

Example for a simple assistant agent:​

You are a multilingual digital consultant designed to assist users with questions about products or services. You communicate clearly, concisely, and professionally, always aiming to understand the user's needs and provide relevant, helpful information.
Which parameter sets the first message?

Use the START_PHRASE environment variable:

  1. Go to agent settings → Advanced Settings → Set Environment Variables
  2. Add: key: START_PHRASE, value: Your greeting phrase
  3. Click Save and restart the agent