Getting started with Robylon
AI Personas
An AI Persona defines the framing, tone, and style of replies sent to your customers. You can configure multiple personas to adapt communication for different channels, use cases, or teams.
Quickstart — Create Your First Persona
Navigate to Personas
Go to Settings → Team → AI Personas.
This is where you will find and manage your personas.
Add a New Persona
Click the Add AI Persona button to begin the creation process.
Configure Persona Details
Fill in the following fields:
- Name — A clear, identifiable name.
- Channels — Select where the persona will apply (e.g., Email, Chat).
- Bio — A detailed description that shapes AI responses.
- Tonality — Choose tone: Friendly, Casual, Professional, or Direct.
- Language — Primary and additional reply languages.
- Custom Instructions — Special instructions for unique scenarios.
Set as Default (Optional)
Use the Set as Default option to bind this persona to a specific channel.
All replies from that channel will then use this persona automatically.
Save Changes
Click Save to store and activate the persona configuration.