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Your agent is the AI-powered assistant that talks to visitors on your website. Think of it as a virtual team member who works 24/7 — greeting visitors, answering questions, and qualifying leads. The Agent settings page is where you control exactly how this team member behaves.
To access these settings, go to Agent in your dashboard sidebar.
This is the name visitors see at the top of the chat window. It should feel natural and on-brand. A few examples:
"Acme AI" — simple and clear for a company called Acme
"Sales Assistant" — generic but professional
"Kai" — a friendly first name that feels human
Tip: Avoid naming it something that implies it's a real person (like "Sarah from Sales"). Visitors appreciate transparency, and trust increases when they know they're talking to an AI that's genuinely helpful.
The tone setting controls how your agent communicates. This affects word choice, sentence length, and overall personality:
Friendly — warm and approachable, like a helpful colleague at a trade show. Great for companies that want to feel accessible.
Professional — polished and business-appropriate. The most popular choice for B2B SaaS companies targeting enterprise buyers.
Technical — detailed and precise, assumes the visitor has domain expertise. Best if your product is developer-focused or highly technical.
Casual — relaxed and conversational, like texting a coworker. Works well for modern brands with a playful identity.
Common question: "Can I change the tone later?" Yes. Changes take effect immediately for all new conversations. Existing conversations keep the tone they started with.
These are the welcome messages visitors see before they start typing. The title appears in bold, and the subtitle sits below it.
For example, if you sell project management software, you might set:Title: "Have questions about ProjectPro?"
Subtitle: "Our AI assistant can help with pricing, features, integrations, and more."
If you leave these blank, Kilo defaults to "Ask me anything about [your site name]," which works fine as a starting point.
Personas tell your agent which buyer roles to look for and how to adjust the conversation for each one. When the AI detects that a visitor matches a persona, it shifts its focus.
For example, if you define a "VP of Sales" persona, the agent will emphasize ROI, pipeline impact, and team productivity. If it detects a "CTO" persona, it will lean into technical architecture, security, and integrations.
How to set up personas:Go to Agent > Personas.
Click "Add persona."
Enter the role title (e.g., "VP of Sales") and optionally add notes about what matters to them.
Repeat for each buyer role you care about. Most teams define 2-4 personas.
Tip: Start with the roles that show up most in your sales pipeline. You can always add more later as you learn from real conversations.
This is a free-text description of your product, company, and value proposition. It's one of the most important things to get right because the AI uses it as its primary knowledge source — alongside your indexed web pages.
Write it the way you'd brief a new sales hire on their first day. Cover:What your product does in plain language
Who your ideal customer is
Your key differentiators vs. competitors
Common objections and how to handle them
Pricing model (if public)
Example: "Acme CRM is a sales pipeline tool for B2B teams with 10-50 reps. We compete with HubSpot and Salesforce but win on ease of setup — most teams are live in under a day. Our pricing starts at $49/user/month. Common objections include 'we already use Salesforce' — our response is that we integrate with Salesforce and complement rather than replace it."
Guardrails keep your agent focused and on-brand. They prevent the AI from discussing topics that are irrelevant, sensitive, or off-limits:
Allowed topics — the subjects your agent is permitted to discuss (e.g., "product features, pricing, integrations, customer success stories").
Blocked topics — subjects the agent should always deflect (e.g., "competitor pricing, internal roadmap, legal advice").
Redirect URL — when a visitor asks about a blocked topic, the agent can gently redirect them to a specific page, like your contact form or support center.
Why guardrails matter: Without them, an AI might improvise answers about topics it shouldn't. Guardrails ensure your agent stays helpful within defined boundaries, which protects your brand and builds visitor trust.
Agent Settings
Configuring Your Agent
Your agent is the AI-powered assistant that talks to visitors on your website. Think of it as a virtual team member who works 24/7 — greeting visitors, answering questions, and qualifying leads. The Agent settings page is where you control exactly how this team member behaves.
To access these settings, go to Agent in your dashboard sidebar.
Bot name
This is the name visitors see at the top of the chat window. It should feel natural and on-brand. A few examples:
Tip: Avoid naming it something that implies it's a real person (like "Sarah from Sales"). Visitors appreciate transparency, and trust increases when they know they're talking to an AI that's genuinely helpful.
Tone
The tone setting controls how your agent communicates. This affects word choice, sentence length, and overall personality:
Common question: "Can I change the tone later?" Yes. Changes take effect immediately for all new conversations. Existing conversations keep the tone they started with.
Widget title and subtitle
These are the welcome messages visitors see before they start typing. The title appears in bold, and the subtitle sits below it.
For example, if you sell project management software, you might set:
If you leave these blank, Kilo defaults to "Ask me anything about [your site name]," which works fine as a starting point.
Personas
Personas tell your agent which buyer roles to look for and how to adjust the conversation for each one. When the AI detects that a visitor matches a persona, it shifts its focus.
For example, if you define a "VP of Sales" persona, the agent will emphasize ROI, pipeline impact, and team productivity. If it detects a "CTO" persona, it will lean into technical architecture, security, and integrations.
How to set up personas:
Tip: Start with the roles that show up most in your sales pipeline. You can always add more later as you learn from real conversations.
Product context
This is a free-text description of your product, company, and value proposition. It's one of the most important things to get right because the AI uses it as its primary knowledge source — alongside your indexed web pages.
Write it the way you'd brief a new sales hire on their first day. Cover:
Example: "Acme CRM is a sales pipeline tool for B2B teams with 10-50 reps. We compete with HubSpot and Salesforce but win on ease of setup — most teams are live in under a day. Our pricing starts at $49/user/month. Common objections include 'we already use Salesforce' — our response is that we integrate with Salesforce and complement rather than replace it."
Guardrails
Guardrails keep your agent focused and on-brand. They prevent the AI from discussing topics that are irrelevant, sensitive, or off-limits:
Why guardrails matter: Without them, an AI might improvise answers about topics it shouldn't. Guardrails ensure your agent stays helpful within defined boundaries, which protects your brand and builds visitor trust.