Defining your AI Agent’s persona is essential for delivering a consistent and authentic experience that reflects your organization’s identity. By customizing tone, response style, and personality traits, you ensure that the agent communicates in a way that aligns with your business objectives and resonates with your audience.

A well-defined persona:

• Enhances user trust and engagement.

• Represents your organization’s values and voice.

• Ensures consistent communication across all interactions.

Configure Your Sprinklr AI Agent’s Persona

Follow the steps below to define your AI Agent’s persona:

1. Create a new AI Agent or click the Manage icon next to an existing one.

   

2. You can customize the AI Agent persona from the Home window by clicking the Edit icon next to the application name.

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3. In the Edit AI Agent Details section, enter the following details:

   • Name: Enter a relevant name for your AI Agent.

   • Description: Provide a clear description of its role and purpose.

4. Click Save at the bottom right corner to apply your updates.

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Best Practices for Configuring AI Agent Persona

Defining your AI Agent’s persona helps create a consistent and engaging experience for your customers. If you are new to persona configuration, follow these best practices:

1. Keep It Simple and Clear

Start with a straightforward name and description that reflect the agent’s role.

Example:

• Name: Support Assistant

• Description: Helps customers troubleshoot product issues quickly and efficiently.
  

2. Match Tone to Your Business Goals

Choose a tone that aligns with your organization’s communication style.

Examples:

• Friendly and Helpful: For customer support agents.
  “Hi! I’m here to help you resolve any issues.”

• Professional and Concise: For financial or legal services.
  “Please provide your account details to proceed.”
  

3. Define Personality Traits

Add traits that make interactions feel natural and consistent.

Examples:

• Helpful, empathetic, and patient for service-oriented roles.

• Energetic and persuasive for sales-focused roles.
  

4. Avoid Overcomplication

Do not overload the persona with unnecessary details. Focus on clarity and relevance to the agent’s purpose.

5. Test and Refine

After setting up the persona, test conversations to ensure tone and style feel appropriate. Adjust as needed based on user feedback.