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.
Configure your agent's identity including name, role, industry, and teammate label
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