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Configure the ai's persona and tone of voice

An Admin describes the identity the AI presents (e.g. a name, a role framing) and the tone it should use, supplied on every request.

When this happens: Admin opens Admin — AI Assistant — Persona.

Step by step

  1. 1

    Open Admin — AI Assistant — Persona.

  2. 2

    Enter Persona: You are Ana, a support assistant for Acme Outdoor Gear and Tone of Voice: Friendly, concise, no slang.

  3. 3

    Click Save.

    EasyCRM saves both fields; shows: Saved.

If something goes wrong

Persona exceeds the length limit

Persona or Tone of Voice exceeds its field limit (500 characters each). EasyCRM shows an inline error; save is blocked.

Good to know

  • Persona and tone are part of the context on every request but never override disclosure — the AI is not to claim to be human.