Setting Up Your AI Agent
Your AI agent (Jarvis) is the personality that talks to your website visitors. How you configure it determines the tone, behavior, and first impression of every conversation. This page covers all the configuration options available under Your Agent in the sidebar.
Agent Admin Overview
Navigate to Your Agent in the sidebar. You will see your agent card with six configuration tabs:
- Personality - how Jarvis communicates
- Knowledge - what tools and knowledge sources Jarvis can access
- Tools - the actions Jarvis can take during conversations
- Widget - branding and visual appearance
- Behavior - advanced settings for response style
- Test - try a live conversation before going public
The agent admin page showing the six configuration tabs
Personality Tab
This is the most important tab. The personality description tells Jarvis how to communicate with your visitors.
Writing a Good Personality
Think of the personality field as a brief for a new team member. Tell Jarvis:
- What your company does (one sentence)
- What tone to use (friendly, professional, casual, technical)
- What to do when it cannot answer a question
- Any specific phrases or greetings to use
Good example:
"You are the support agent for Acme Software, a project management tool for small teams. Be friendly and conversational. Use simple language - avoid technical jargon unless the visitor uses it first. If you do not know the answer, say so honestly and offer to connect them with a human. Never make up information."
Weak example:
"Be helpful and answer questions."
The more specific you are, the more consistent and natural the conversations will feel.
Include what Jarvis should NOT do. For example: "Never discuss pricing - direct pricing questions to our sales page." Clear boundaries prevent awkward responses.
Welcome Message
The welcome message is what visitors see when they first open the chat widget on your website. Keep it short, warm, and relevant:
- Good: "Hi! I'm here to help with any questions about Acme Software. What can I help you with?"
- Too long: A paragraph explaining your company history and every feature available
- Too vague: "Hello"
Identity Mode
Identity mode controls whether Jarvis asks visitors for their email address. Navigate to the Widget tab to find this setting.
There are three active modes:
Anonymous
Visitors chat without providing any identifying information. Best for: product pages, documentation sites, landing pages where you want zero friction.
Optional Email
Jarvis shows a prompt inviting visitors to share their email, but they can skip it and still chat. Best for: most support scenarios where follow-up is helpful but not required.
The default prompt reads: "Want us to follow up? Drop your email below - totally optional."
Required Email
Visitors must enter their email before starting a conversation. Best for: logged-in customer portals, B2B products where you need to identify every interaction.
The default prompt reads: "Enter your email to get started. We'll use it to follow up if needed."
When a visitor provides their email, it appears in the conversation detail view so your team can follow up outside of the chat if needed.
Widget Tab
The Widget tab controls how the chat bubble looks on your website:
- Primary Color - the main accent color of the widget (header, send button). Pick a color that matches your brand.
- Gradient Color - used for subtle accents and gradients
- Position - where the chat bubble appears on the page (bottom-right is standard)
- Welcome Message - the greeting visitors see when they open the widget
A live preview shows how your color choices look together.
Widget branding settings showing color pickers and a live preview
Behavior Tab
The Behavior tab has advanced settings for how Jarvis constructs responses:
- Response length - whether Jarvis should favor concise or detailed answers
- Tone adjustments - fine-tuning beyond the personality description
- Escalation behavior - when Jarvis should suggest connecting the visitor with a human
For most teams, the defaults work well. Adjust these after you have seen a few real conversations and want to fine-tune.
Testing Your Agent
Before embedding the widget on your website, use the Test tab to have a conversation with Jarvis yourself. This uses your actual knowledge base, so you can verify:
- Does Jarvis use the right tone?
- Does it find relevant answers from your content?
- Does it handle questions outside your knowledge base gracefully?
Open the Test tab
Navigate to Your Agent and click the Test tab.
Ask a question your visitors would ask
Type something a real visitor might ask. For example: "How do I reset my password?" or "What are your pricing plans?"
Review the response
Check if the answer is accurate, the tone matches your personality description, and the response length feels right.
Adjust and re-test
If something feels off, update your personality description or add more content to your knowledge base, then test again.
Test with questions you know Jarvis cannot answer. A good "I don't know" response is just as important as a good answer. If Jarvis makes something up instead of admitting it does not know, update your personality description to be more explicit about honesty.
Publishing Your Agent
Once you are happy with the personality, welcome message, and test conversations, the next step is to publish the widget. This happens in Settings > Publish Agent and is covered in the Embed Widget guide.
Publishing generates an API key and makes Jarvis available on your website. You can update the personality, welcome message, and branding at any time after publishing - changes take effect immediately.
What's Next
Your agent's personality is set. Now it needs content to work with. Head to Knowledge Base to start adding the information Jarvis will use to answer questions.
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