Personality traits shape how your AI agent expresses itself during a call. They influence the words it reaches for, the level of warmth it brings, and how it adapts to different customer moods. Choosing the right traits is one of the quickest ways to make your agent feel like a natural extension of your brand.
Where to choose traits
Go to AI Agent โ Personality โ Traits & Style. The Personality Traits section is at the top of the page.
How traits work
You can select up to three traits from the following options:
| Trait | What it brings |
|---|---|
| Friendly | Warm, welcoming, approachable |
| Professional | Polished, clear, business-appropriate |
| Helpful | Solution-focused, attentive to customer needs |
| Casual | Relaxed, informal, everyday language |
| Formal | Respectful, precise, traditional |
| Enthusiastic | Energetic, positive, upbeat |
| Calm | Measured, steady, reassuring |
| Empathetic | Sensitive to how the customer is feeling |
Traits that are currently selected are highlighted. Selecting a fourth trait automatically removes the oldest one, so the active count stays at three.
๐ก Tip: Think about the experience your customers expect. A wellness studio might choose Calm, Empathetic, and Friendly. A fast-paced restaurant might go with Friendly, Enthusiastic, and Professional. There's no right answer โ just pick what matches your business.
The Personality Summary
Below the trait, tone, and response style selectors, the Personality Summary box shows a plain-English sentence describing how your agent will behave based on your current selections โ for example: "Your AI agent will be friendly, calm with a warm tone, providing balanced responses to customers."
This gives you a quick sanity check before saving.
Saving your changes
Once you're happy with your traits, look for the Save your changes? banner that appears at the bottom of the screen. Select Save Changes to apply.
Trait changes, tone selections, and response style selections all save together in one action. You don't need to save each section individually.