AI Identity Configuration

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Configure how your AI assistant introduces itself to customers. This creates a personalized experience aligned with your brand.

Accessing AI Identity Settings

  1. Go to Settings in the sidebar
  2. Click the Account Settings tab (admin only)
  3. Find the AI Identity Configuration card

Current Status Overview

At the top of the card, you'll see your current settings:

Field Description
Company Name Your business name used by AI
Support Email Contact email mentioned in responses
Assistant Name What the AI calls itself

Fields showing "Not set" need configuration.

Configuring AI Identity

Company Name

  • Field: Company Name
  • Example: AuroraCloud
  • Usage: The AI uses this when introducing your company or referencing your business

Support Email

  • Field: Support Email
  • Example: support@yourcompany.com
  • Usage: AI includes this email when customers need to contact support directly

AI Assistant Name

  • Field: AI Assistant Name
  • Example: Aurora
  • Usage: The name your AI uses when introducing itself

Saving Changes

  1. Fill in or update any fields
  2. Click Save Identity Settings
  3. Wait for the success toast: "AI identity updated successfully"

How AI Uses These Settings

When configured, the AI might respond:

"Hi! I'm Aurora, your assistant from AuroraCloud. How can I help you today?"

Or when escalating:

"I'll connect you with our team. You can also reach us at support@yourcompany.com."

Best Practices

  1. Use a friendly assistant name: Choose something approachable (Aurora, Alex, Sam)
  2. Keep company name consistent: Match your official branding
  3. Use a monitored support email: Ensure someone checks the email regularly