What an agent does
Every time a contact sends a reply, your agent reads the entire conversation history, evaluates the contact’s situation, and decides the most appropriate response. Depending on the context, the agent might:- Answer a question about your product or service using its knowledge base
- Handle an objection and keep the conversation moving
- Ask a qualification question to collect a missing piece of information
- Offer available appointment slots and lock in a booking
- Send a closing message if a contact is not a fit
Agent settings
Name and timezone
Give your agent a name that your contacts will recognize in messages — typically a real-sounding first name that matches your brand’s feel (e.g., “Alex” or “Jordan”). The agent’s timezone controls when the agent treats itself as “available” for response timing purposes, and should match your business’s operating timezone.Tone and personality
The tone configuration is the most powerful tool for shaping how your agent communicates. Each slider controls one dimension of the agent’s communication style.Formality
Formality
Controls how professional or casual the agent sounds. A high formality setting produces clear, polished language with proper grammar. A low formality setting produces a more relaxed, conversational style — contractions, shorter sentences, and a friendlier register.When to adjust: Set formality higher for B2B or enterprise audiences. Lower it for consumer-facing campaigns where a natural, friendly tone converts better.
Humor
Humor
Controls how often and how lightly the agent incorporates humor or wit into its responses. This is not joke-telling — it’s the difference between a purely transactional tone and one that occasionally uses a light touch to build rapport.When to adjust: Use sparingly for service industries that require trust (insurance, legal, medical). Raise it for casual consumer products or brands with a playful identity.
Enthusiasm
Enthusiasm
Controls the energy level in the agent’s messages. High enthusiasm produces exclamation points, energetic phrasing, and a sense of urgency. Low enthusiasm is measured, calm, and matter-of-fact.When to adjust: High enthusiasm suits event promotions and limited-time offers. Low enthusiasm works better for consultative or high-consideration sales where the contact needs to feel heard rather than hyped.
Empathy
Empathy
Controls how warmly the agent acknowledges concerns, hesitations, or frustrations. A high empathy setting produces responses that validate the contact’s feelings before pivoting to the next step. A low empathy setting is more direct and less focused on emotional acknowledgment.When to adjust: Raise empathy for service businesses, healthcare-adjacent products, or any campaign where trust-building is critical. Lower it for high-volume outreach where brevity matters most.
Persuasiveness
Persuasiveness
Controls how assertively the agent steers toward the campaign goal. A high persuasiveness setting produces more persistent, benefits-focused responses that push toward a yes. A low persuasiveness setting is informational and lets the contact drive the pace.When to adjust: High persuasiveness works for outbound campaigns with a clear offer. Low persuasiveness is better for inbound leads who are already warm and just need information.
Creativity
Creativity
Controls how much the agent varies its phrasing and approach from message to message. High creativity produces more varied, inventive language. Low creativity produces consistent, predictable phrasing.When to adjust: Higher creativity helps avoid the “copy-paste bot” feeling in long campaigns. Keep it lower if you need responses to be tightly on-script.
Spelling errors and slang
Spelling errors and slang
These two settings work together to control whether the agent mimics natural human typing patterns — occasional typos, informal abbreviations, or conversational slang. When both are enabled at low levels, the agent’s messages feel more human and less machine-generated.When to adjust: Use these carefully. Small amounts of intentional imperfection can increase response rates in SMS campaigns. Avoid on any formal or compliance-sensitive use case.
Punctuation
Punctuation
Controls whether the agent uses standard punctuation, minimal punctuation (common in casual texting), or exaggerated punctuation. Casual texting often omits periods at the end of sentences and uses ellipses informally.When to adjust: Match your audience’s communication style. Formal audiences expect correct punctuation. Younger or more casual audiences may find heavy punctuation stilted.
Emoji use
Emoji use
Controls whether and how often the agent includes emojis in its messages. Disabled means no emojis at all. Enabled allows the agent to naturally include relevant emojis where appropriate.When to adjust: Emojis can increase SMS open rates and make messages feel warmer. Disable them for any business context where emojis would seem unprofessional.
Response length
Response length
Controls the typical length of the agent’s outbound messages. Short responses are punchy, one-to-three sentence replies. Long responses include more explanation, context, and detail.When to adjust: SMS conversations almost always benefit from shorter responses. Longer responses may be appropriate for email campaigns or when a contact asks a complex question that genuinely requires detail.
Knowledge base
Every agent can be connected to a knowledge base — a collection of information your agent uses to answer product, service, and company questions accurately. To connect a knowledge base, navigate to your agent’s settings and select a knowledge base from the Knowledge Base dropdown. You manage knowledge bases from Settings → Knowledge Bases.Agents and campaigns
One agent can power multiple campaigns simultaneously. For example, you might have a single “Alex” agent running a summer roofing campaign and a winter campaign at the same time, with each campaign targeting a different audience but using the same persona. When you create a campaign, you select which agent drives it. You can change the agent attached to a campaign at any time, though doing so will affect all future conversations in that campaign.Changing an agent’s tone settings affects all campaigns using that agent, including active ones. If you want to test a new tone for one campaign without affecting others, create a second agent with the new settings.
Agent actions
Behind the scenes, your agent evaluates every inbound message and selects the most appropriate action. These actions include:
You don’t need to configure these actions directly — the agent chooses them based on the conversation and your campaign’s goals.

