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How to set an AI agent persona and style guide

Open the AI agent editor. On Persona, fill Agent aim, How to talk, Do's, Don'ts, and Additional escalation situations, then Save Persona. On Style guide, optionally Upload chat export.

Prerequisites

Step-by-step

  1. Open the agent
    Sign in at app.avenping.com. Open Automation → AI Agents. Open the agent. Tabs include Persona, Style guide, Documents, and more.

  2. Read the persona title
    The heading matches type: General Inquiry Persona, Sales Agent Persona, Support Agent Persona, or Product Recommendation Persona.

  3. Fill Persona fields
    Optional Company / brand name (optional override). Required-quality fields: Agent aim, How to talk, Do's, Don'ts, Additional escalation situations. Click Save Persona. Toast: Persona updated successfully.

  4. Open Style guide
    Click Style guide. Upload a chat export with Upload chat export to teach tone. Use Remove to delete guidelines.

  5. Test
    Use the agent simulator on the editor if canChat is enabled.

TIP

Keep Don'ts specific (no legal advice, no competitor bashing). Escalation always includes frustration and explicit human requests.

WARNING

Create/enable tutorials skip this tab. An empty persona makes the agent generic.

FAQ

Does Style guide replace Persona?

No. Persona is structured fields. Style guide is extra guidelines from a chat export.