# Chat

### Overview

The Chat page is organized in three sections, plus a dedicated builder accessible via the Edit button:

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2F4pjUGRKI4MRjfaE81ylw%2Fimage.png?alt=media&#x26;token=2a04441b-6b6d-4d68-9e7b-fc6ac4871528" alt=""><figcaption></figcaption></figure>

**Dashboard path:** [Agent > Chat](https://i.usejimo.com/agent/chat)

***

### Preview

The **Preview** button (top-right) lets you test the Agent with your current configuration and knowledge base. Two preview modes are available:

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FkjcAAfxNnMujQv3ohFAJ%2Fimage.png?alt=media&#x26;token=c3ac3a5a-1fc6-44dd-b0a3-dd18e3a8ff8e" alt=""><figcaption></figcaption></figure>

* **Preview Here**: Opens the Agent chat widget as an overlay directly in the Jimo dashboard. Useful for quick testing without leaving the page.
* **Preview In-app**: Opens the Agent on your actual product URL, so you can see exactly how it will appear to your end-users in context.

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FjOVrYRebREloErX1pMTc%2Fimage.png?alt=media&#x26;token=ea2d6a7a-e70b-4769-9173-514ca5cd51aa" alt=""><figcaption></figcaption></figure>

***

### General Instructions

Freely customize your Agent's personality and style by tailoring the instructions to your data.

This section is a markdown editor where you define the Agent's behavior, personality, and boundaries. Everything you write here acts as foundational instructions that shape every response the Agent gives. Click **Save** to apply your changes.

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2F6mn6qbkjXMpfu2TrM5zE%2Fimage.png?alt=media&#x26;token=efe04f9c-28de-441f-95a4-96e5ac980f8f" alt=""><figcaption></figcaption></figure>

#### Presets

To get started quickly, click one of the five built-in presets to load its template, then customize it to fit your needs.

* **AI Agent**: Balanced general-purpose assistant that answers questions and guides users through features.
* **In-App Coach**: Proactively helps users discover and master features with step-by-step guidance.
* **Onboarding Specialist**: Focused on helping new users get started, complete setup steps, and reach first value.
* **Support**: Focused on resolving issues, providing workarounds, and escalating when needed.
* **Expert Explainer**: Provides detailed, accurate explanations with references to documentation.

#### Default template structure

Each preset follows the same customizable structure:

* **Role**: Defines what the Agent is and its primary function. Sets the overall mission and tone.
* **Persona**: Sets the identity and communication style. Controls how the Agent "shows up" in conversations.
* **Constraints**: Defines what the Agent should NOT do:
  * *No Data Divulge*: Never mention training data explicitly to the user.
  * *Maintaining Focus*: Politely redirect off-topic conversations back to relevant topics.
  * *Exclusive Reliance on Training Data*: Only answer based on the knowledge base. Use the fallback response if a query is not covered.
  * *Restrictive Role Focus*: Do not answer questions or perform tasks outside the defined role.

***

### Language

Language the Agent will respond in.

* **Auto detect** (default): The Agent detects the user's language from their message and responds in the same language.
* **Specific language**: Forces the Agent to always reply in the selected language, regardless of the user's input.

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FxNHljyNAGrp8YfYz2dAz%2Fimage.png?alt=media&#x26;token=6c534449-9d3c-4edd-9804-321937f746c6" alt=""><figcaption></figcaption></figure>

***

### Agent Builder

Click the **Edit** button on the chat preview area to open the **Agent Widget** builder. This is where you customize the visual appearance of the chat widget that your end-users see.

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FrIZPMXugzXFMtBQLqmQU%2Fimage.png?alt=media&#x26;token=149384e1-9529-4b09-a83a-e214fd2ee53c" alt=""><figcaption></figcaption></figure>

The builder follows the same pattern as other Jimo builders: an **Elements** panel on the left with the widget tree, a **live preview** in the center, and a **properties panel** on the right for the selected element. At the top: **Preview** to test, and **Publish changes** to apply.

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FsIFTCc8wqNEYFcTaBcZB%2Fimage.png?alt=media&#x26;token=c997dfd4-8aaa-479e-92b7-82eb322b8b52" alt=""><figcaption></figcaption></figure>

For the full reference of every element and its customizable properties, see the [Agent Builder](https://help.usejimo.com/docs/experiences/agent/chat/agent-builder) documentation.