---
title: "Defining Your AI Agents Conversation Guidelines"
description: "Establishing clear conversation guidelines is the most effective way to ensure your AI Agent provides a high-quality, consistent experience."
url: "https://help.staticso2.com/ai-front-office-workers/website-assistant/chatbots/defining-your-ai-agents-conversation-guidelines"
---

Establishing clear **conversation guidelines** is the most effective way to ensure your AI Agent provides a high-quality, consistent experience. These guidelines act as a manual for the agent’s brain, dictating how it represents your brand and interacts with visitors.

## Navigating to Conversation Guidelines

[Section titled “Navigating to Conversation Guidelines”](#navigating-to-conversation-guidelines)

1. Click **AI Agents** from the left navigation menu.
2. Select the AI Agent you want to provide guidelines for.
3. Select the **Conversation guidelines** section.

***

### Default Conversation Guidelines

[Section titled “Default Conversation Guidelines”](#default-conversation-guidelines)

To help you get started quickly, we **automatically generate** a baseline set of **Conversation guidelines** based on the **Goal** you provided when you[ **first created your AI Agent**](https://help.staticso2.com/ai-front-office-workers/website-assistant/chatbots/how-to-create-an-ai-agent). While these generated guidelines provide a strong foundation, you can customize the guidelines as desired to better align with your specific brand needs.

We do however recommend that your **Conversation guidelines** always include the following sections:

1. **Tone:** The personality and voice used to represent your brand.
2. **Goals:** The primary objectives guiding the AI Agent toward successful outcomes.
3. **Restrictions:** Hard rules and boundaries to keep the AI Agent compliant.

***

### 1. Tone: The Voice of Your Brand

[Section titled “1. Tone: The Voice of Your Brand”](#1-tone-the-voice-of-your-brand)

Your **Conversation guidelines** should start with a defined personality. This ensures the AI Agent is an extension of your existing brand identity.

* **Personality Attributes:** Select three to five adjectives that describe the voice of the AI Agent(e.g., Professional, Empathetic, Witty, Direct).
* **Adaptability:** Instruct the agent on how to adjust its tone based on the visitor’s sentiment. For example: “Be cheerful during the initial engagement, but switch to a neutral, solution-oriented tone if a visitor expresses frustration.”
* **Style Standards:** Define whether the agent should use industry-specific jargon, or concise bullet points.

***

### 2. Goals: Defining Success

[Section titled “2. Goals: Defining Success”](#2-goals-defining-success)

Every interaction must have a clear objective. Without a defined goal in your **Conversation guidelines**, the AI Agent may provide information without actually driving value.

Provide specific goals the AI Agent should aim for, such as:

* **Education Oriented:** “Educate visitors on the platform’s capabilities and best practices.”
* **Sales Oriented:** “Encourage visitors to explore or trial a specific solution.”

***

### 3. Restrictions: Establishing Guardrails

[Section titled “3. Restrictions: Establishing Guardrails”](#3-restrictions-establishing-guardrails)

Restrictions are the hard rules within your **Conversation guidelines** that keep the AI Agent safe, compliant, and focused.

* **Topic Boundaries:** List subjects the AI Agent must avoid (e.g., providing legal/medical advice, discussing competitor pricing, or sharing personal opinions).
* **Operational Limits:** Clearly state what the AI Agent cannot do, such as promising custom discounts to visitors.
* **Company Policies:** Specify if the AI Agent can disclose specific company policies or if certain information is off-limits.

***

### How to Publish the Changes to Your AI Agent

[Section titled “How to Publish the Changes to Your AI Agent”](#how-to-publish-the-changes-to-your-ai-agent)

Changes are automatically saved. To make the changes you have made public, click **Publish changes** in the top right.

Note

We recommend always testing any changes to your AI Agent before you make public.

For more information, please take a look at our [**How to Test and Publish the AI Agent** ](https://help.staticso2.com/ai-front-office-workers/website-assistant/chatbots/how-to-create-an-ai-agent#how-to-test-and-publish-the-ai-agent)section.

***

Next Up: [**How To Manage Knowledge Sources For AI Agents**](https://help.staticso2.com/ai-front-office-workers/website-assistant/chatbots/how-to-manage-knowledge-sources-for-ai-agents)