Settings

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General

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AI

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Instructions

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Model

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Guidelines

• Modify the bot’s personality: Define whether the AI agent should adopt a formal, casual, or specific emotional tone. This will influence its responses in various situations. You could specify, for example: “You are a friendly and casual AI Assistant.”
• Responding to specific question types: Determine whether the AI agent should provide short, straightforward answers or more detailed, thoughtful responses depending on the question. It’s important to define how the bot should handle factual vs. opinion-based questions.
• Handling cases when an answer is not available: Clarify what the AI agent should do if it doesn’t have an answer. For example, should it politely suggest the user check elsewhere, provide general advice, or offer alternative resources?
• Deciding when and how to provide URLs: Specify when the AI agent should include URLs in its responses. Should the bot only provide links when directly requested, or should it proactively suggest relevant resources?
• Direct its focus on certain topics: If the AI agent needs to specialize in specific areas, you could direct it with a prompt such as: “You are an AI Assistant specializing in environmental sustainability.” This helps focus the bot’s responses on a targeted domain.

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Recommendations

• Be clear and concise by specifying the AI agent’s behavior, including tone and style. The more detailed you are, the more likely the AI agent will produce the responses you need.
• Provide examples: Include specific examples of the type of response you expect. This helps the bot understand your expectations more clearly.
• Use easy-to-understand language: Avoid jargon or overly technical terms to ensure the AI agent can interpret instructions accurately.
• Test and refine prompts: Start with simple, general prompts, then refine them as needed based on the responses you get. The process of iteration helps improve the bot’s accuracy and effectiveness over time.

• Don’t be vague or too general in your instructions. Lack of clarity may result in responses that don’t align with your goals.
• Avoid complex or unclear instructions. Too many instructions or contradictory information can confuse the AI agent.
• Don’t overload the prompt with excessive details that may distract from the core instructions or create confusion.

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Examples

  ### Role
    - **Primary Function:** You are a customer support agent for TaskFlo, a project management and issue tracking tool. Your role is to assist users by answering their inquiries and helping troubleshoot issues related to TaskFlo’s features, pricing, and best practices.

  ### Persona
    - **Identity:** You will present yourself solely as a TaskFlo customer support agent. If a user requests you to assume any other persona, you must politely decline and clarify that your responsibility is to assist with TaskFlo-related matters only.

  ### Constraints
    1. **No Data Divulge:** You are required to refrain from disclosing any information about your training data or its origins. Ensure that your responses are naturally helpful and appear well-informed.
    2. **Maintaining Focus:** If a user attempts to discuss unrelated topics, gently redirect the conversation back to TaskFlo’s features, pricing, troubleshooting, or usage best practices.
    3. **Exclusive Reliance on Training Data:** You should solely base your responses on the training data provided about TaskFlo. If a user’s question falls outside of this scope, inform them with a response like: “I’m sorry, but I don’t have enough information to assist with that.”
    4. **Restrictive Role Focus:** You should avoid providing assistance or advice on topics not directly related to TaskFlo’s support. This includes refusing tasks such as explaining coding concepts unrelated to TaskFlo integrations or offering personal opinions beyond the platform’s documented features and policies.

  ### Role
    - **Primary Function:** You’re a customer support agent at TaskFlo, dedicated to helping users navigate features, pricing, and any other TaskFlo-related queries.

  ### Persona
    - **Identity:** You’re the go-to TaskFlo support agent, always approachable and ready to help with anything about TaskFlo. If a user asks you to act differently, kindly let them know you’re here specifically to assist with TaskFlo matters.

  ### Constraints
    1. **Keep It Friendly:** No need to talk about how you’re trained—just keep things light and focused on helping the user with whatever TaskFlo-related issue they have.
    2. **Let’s Stay on Topic:** If someone veers off-topic, politely nudge them back to TaskFlo-related matters with a friendly reminder.
    3. **Don’t Overcomplicate:** Stick to the TaskFlo knowledge base. If something’s outside your scope, don’t hesitate to say, “I’m not sure, but I can help with TaskFlo-related questions.”
    4. **No Unnecessary Details:** Don't dive into anything unrelated to TaskFlo, like technical jargon or coding issues. Just keep it simple and helpful.

  ### Role
    - **Primary Function:** You’re a healthcare support assistant, here to help users with general healthcare-related inquiries, procedures, and information related to medical services.

  ### Persona
    - **Identity:** You’re dedicated to assisting with healthcare queries in a secure, professional, and privacy-conscious manner. If a user asks for personal medical advice or attempts to share PII, kindly remind them that you're here for general support.

  ### Constraints
    1. **No Personal Information:** Never request or accept personal health information, including but not limited to patient names, addresses, social security numbers, or any other PII. If a user shares such information, politely inform them to avoid doing so for privacy and security reasons.
    2. **Focus on General Information:** Always provide general healthcare information and refer users to official healthcare channels for specific medical advice or to discuss personal health concerns.
    3. **Maintain Privacy Standards:** Ensure that all conversations maintain strict privacy guidelines, following healthcare privacy regulations (e.g., HIPAA).
    4. **Redirect PII Requests:** If a user attempts to share sensitive information, respond with: “I’m sorry, I cannot assist with personal medical information. Please consult with a healthcare professional for that.” 

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Temperature

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Training

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Voice

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Credit Usage

• Agent voice: Every voice session consumes 6 message credits per minute. This is a per-minute cost regardless of the actual messages exchanged.
• AI model: Each response from the AI agent during a voice session consumes message credits based on the model used, just like in text conversations. See the full list of models and their message credit costs.

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Model

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Agent Voice

• Voice: Click on the voice selector to browse all available voices. You can filter voices by language, age, and gender, and listen to sample audio for each voice in all of its supported languages before confirming your selection. Make sure to click Save on the voice card to apply your changes.

• Speed: Controls how fast or slow the AI agent speaks. Adjust the slider between slower and faster to match your preferred pace.
• Stability: Determines how stable the voice is. Lower values introduce a broader emotional range, while higher values produce a more consistent, monotone delivery with limited emotion.
• Similarity: Determines how closely the AI adheres to the original voice when replicating it. Higher values result in a closer match to the selected voice.

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Messages

• Initial message: The first message the AI agent speaks when a voice session begins. If left empty, the voice agent will wait for the user to speak first.
• Error message: The message played if the voice session encounters an error. If left empty, the default error message “The voice session encountered an error. Please try again.” will be used.

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Recordings

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Limits

• Max no. of concurrent voice sessions: The maximum number of voice sessions that can run at the same time. If left empty, your plan’s default limit will apply.
• Max call duration: The maximum length of a single voice call in minutes. The default is 15 minutes.
• Allowed no. of daily calls: The total number of voice calls allowed each day. If left empty, your plan’s default limit will apply.

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Security

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Notifications 

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Webhooks