Create an AI sales agent, which the screens call a persona: a named character that answers chats on your website, trained on your industry and your offer. A persona is a job title whose charter is its instructions, so you write it the same way you would describe a job.
Before you start
You need Manage AI Settings to manage personas, and Configure System Settings to change a persona's charter.
Steps
- Go to Settings → Artificial Intelligence → AI Sales Agent Setup.
- Click New agent.
- Pick a starting point: an industry template, which prefills the charter with that industry's typical questions and wording, or Blank to start with an empty charter.
- Enter a Persona name, and click Create persona. Kamo creates a job title called "Sales Agent — " followed by the name, with the template's charter.
- On the persona's page, write its Charter: how it should talk, what it should know and ask for, what it must never do, and when to hand over to a person. Click Save charter.
- Optionally, under Rehearse persona, click Compile the brief to read exactly what web chat will use.
- Turn on Answering chats.
- Put it on your website: under Settings → Chat → Web Chat Integration, choose it as an integration's AI Sales Agent.
There is no separate publish step. Chats use the saved charter as soon as you save it.
To manage existing agents
The list shows each persona with its industry, whether it is Active or Inactive, and when it was created. Turn one on or off, edit it, or delete it. Deleting a persona keeps its job title; websites that used it fall back to their default answers.
On a persona's page, How it's doing shows its real conversations over the last days: how many, how often a person had to take over and why, and the messages it sent first or decided not to send.
Good to know
- A persona's charter belongs to its job title, so edits change the job title for everyone who holds it.
- Text every agent must include, such as a disclosure, is set once for the whole organization as Required opening text and Required closing text under General AI Settings, at the bottom of Settings → Artificial Intelligence → Security Models. Persona authors can see it but not remove it.
- A website chat can also be answered by a named AI team member instead of a persona. See Job Templates and Personas.
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