Setting Agent Identity
Define your AI agent's core characteristics and how it represents your business
Your agent's identity forms the foundation of how it will interact with customers. Each aspect of the identity configuration plays a crucial role in creating a consistent and professional experience.
Agent Name
The agent's name is more than just a label—it's an important aspect of your brand identity that helps personalize interactions between callers and your AI.
Choosing the Right Name
Easy to pronounce
Avoid complex or unusual spellings
Memorable
Choose something that customers will remember
Brand-aligned
Reflects your company's personality and values
Professional
Appropriate for business interactions
Role Definition
The role determines your agent's primary function and capabilities. Yobi offers pre-made templates with defined roles, each optimized for specific industries and use cases.
Pre-Made Role Templates
Dental Receptionist
Handles appointment scheduling, patient inquiries, and insurance questions
Hotel Receptionist
Manages reservations, guest services, and facility information
Review Solicitor
Encourages satisfied customers to leave positive reviews
Custom Role
Create a unique role tailored to your specific needs
Each pre-made template includes:
Industry Selection
Selecting your industry helps Yobi tailor the AI's responses to frequently asked questions about your business and improves overall accuracy.
Available Industries
Teammate Label
The teammate label is an internal identifier that helps your team quickly understand the agent's role and function. This field is for internal use only and won't be visible to customers.
Best Practices for Teammate Labels
Be descriptive
Include the agent's primary function
Add context
Specify which department or location it serves
Use consistent naming
Develop a naming convention for multiple agents
Example Teammate Labels
"Main Reception - Appointment Scheduling"
"Sales Team - Lead Qualification"
"Support - Technical Inquiries"
"After Hours - Emergency Contact"
Take time to carefully configure each aspect of your agent's identity. These settings form the foundation of every customer interaction and directly impact the quality of service your AI provides.
Making Changes Later
You can always return to edit your agent's identity settings. However, keep in mind that significant changes (especially to the name or role) may affect:
Existing conversation flows
May need to be updated to match new identity
Customer recognition and familiarity
Regular callers may notice the change
Integration with other systems
External tools may reference the old identity
Team training and documentation
Materials may need updating