> For the complete documentation index, see [llms.txt](https://help.usejimo.com/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.usejimo.com/docs/experiences/agent/chat.md).

# Chat

### Overview

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

<figure><img src="/files/vBqQPSH1q0SypptQNrjZ" alt=""><figcaption></figcaption></figure>

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

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### 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="/files/kk9yeF8d7GS0kupr5C2N" 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="/files/1TK0Mh4Rx6hyLRutbkk9" alt=""><figcaption></figcaption></figure>

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### 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="/files/m70uEFBWET0yaTguVrtA" 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.

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### 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="/files/OwrBmoLYSTT6bsAPM8zo" alt=""><figcaption></figcaption></figure>

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### 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="/files/S9LyTDn8yzFo4kO7NpNd" 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="/files/2qItdiWxCNJ0lbAJ7EMN" alt=""><figcaption></figcaption></figure>

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