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.

1

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

2

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:

Pre-set instructions specific to the industry
Appropriate call transfer configurations
Industry-specific knowledge and common responses
Optimized conversation flows
3

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

Dental
General Business
Healthcare
Hospitality & Hotels
Media & Entertainment
Recruiting & Staffing
Real Estate
Custom Industry
4

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"

Pro Tip

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

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