ROLE
This part of the in-platform AI avatar logic configuration lets you assign your digital human a role that defines its personality, behavior, expertise, communication style, and overall purpose.
Click on the Select Role drop-down list to view the available out-of-the-box role setups.
Here, you’ll find a range of practical AI avatar profiles, such as AI Personal Assistant, AI Doctor, AI Hotel Concierge, AI Teacher, AI Retail Consultant, AI English Practicer, and more, which can be instantly assigned to your digital human to get started right away.
You can also create a completely custom role on your own – see this instruction for guidance.
Each pre-designed role comes with a ready-to-use prompt and greeting message, both fully editable to better suit your specific needs. For that, select the desired role template and click Save at the bottom.
This will create your own role copy labeled ‘custom,’ along with Edit and Delete icons next to its name for further modification.
The role you’re currently using can’t be deleted. Once you switch to another one, the trash bin icon for the previous role will become active, allowing its removal.
Setting Custom AI Avatar Role
Select the + New Role option located above the list to craft a fully custom AI Avatar role tailored to your business case.
The window that opens includes several fields to help you set up the role’s details.
You need to define the following key role components here:
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Role name: This identifies how the role will appear in the roles list on your dashboard. Pick a name that clearly represents its purpose.
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Prompt: This field is intended for a detailed instruction that a connected LLM will use to guide your AI avatar. Include all relevant interaction nuances, behavioral patterns, and personality traits you want it to follow.
Tip:While there's no strict format, the clearer and more specific your input, the better your AI avatar will perform. We recommend that you get acquainted with the detailed guidance we’ve prepared for you - see it below.
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Greeting Message: This is the initial text your AI avatar will use to start conversations and the first impression it makes. Craft a welcoming, engaging introduction that sets the tone for interaction and gives users a quick sense of the avatar's personality and purpose.
Once everything is in place, hit the Save button at the bottom. Your new role will be instantly assigned to your digital human, now ready to engage and assist.
Best Practices for Custom Role Setup
To ensure your AI avatar interacts with your clients and customers in a way that best aligns with your business goals and brand identity, we suggest covering the following aspects in your custom role prompt:
- Start with context: Clearly define the use case or scenario where your AI avatar will engage with people (e.g., live customer support, onboarding, education, etc).
- Establish the role: Specify what the avatar represents, its responsibilities, and the purpose of interaction (e.g., “A friendly customer service agent assisting with queries, resolving complaints, or providing information”).
- Describe the persona: Include key attributes such as tone, attitude, and communication style (e.g., “empathetic, professional, and concise”).
- Specify key interactions: List the specific tasks your avatar should perform and the questions it should bring up to fulfill its role effectively. For example, "Gather the user's initial health state by asking about symptoms and recent changes in well-being" for a medical assistant, or "Clarify the issue by asking follow-up questions, such as 'What specific problem are you experiencing?’” for a customer service agent.
- Outline outputs: Describe the desired response format (e.g., detailed answers, step-by-step instructions, empathetic responses).
- Incorporate boundaries: Specify limitations, like avoiding sensitive topics, disclaiming medical or legal advice, or adhering to ethical guidelines.
- Keep it structured: Ensure the prompt is organized, concise, and easy to follow to guide an LLM effectively.