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message-botChat

Configure how your AI Agent looks, behaves, and responds. This is the central place to shape your Agent's personality, appearance, and test it before deploying.

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Overview

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

Dashboard path: Agent > Chatarrow-up-right

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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:

  • 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.

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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.

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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.

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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.

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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.

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.

For the full reference of every element and its customizable properties, see the Agent Builder documentation.

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