---
title: Set your AI assistant’s instructions and tone in Infinity3
description: "Tell your assistant how to communicate, what it should achieve and when it should ask your team for help. #### Before you start You’ll need permission to edit the intended Conversation AI agent. #### Open the instructions 1. Open **AI…"
url: "https://www.infinity3.co.uk/help/set-your-ai-assistants-instructions-and-tone-in-infinity3/"
updated: "2026-10-08"
category: Infinity3 Platform / AI Assistants
---

# Set your AI assistant’s instructions and tone in Infinity3

Tell your assistant how to communicate, what it should achieve and when it should ask your team for help.

#### Before you start

You’ll need permission to edit the intended Conversation AI agent.

#### Open the instructions

1. Open **AI Agents** → **Conversation AI**.
2. Select the agent and choose **Edit**.
3. Open **Bot Goals**.
4. Review **Personality**, **Goal** or **Intent**, and **Additional Information** where shown.

#### Define the job

State the agent’s role and main outcome. For example:

“*Help visitors understand our services, collect relevant enquiry details and offer the configured consultation booking option.*”

#### Set the tone and boundaries

Use clear instructions such as:

- Write in friendly, plain English.
- Keep replies concise and ask one question at a time.
- Use approved knowledge for service and pricing information.
- Don’t invent prices, availability or promises.
- Explain when information is missing and offer a handover.

Store detailed business facts in the connected knowledge base so they can be maintained consistently.

#### Configure actions

Set up supported booking, contact-detail or handover actions separately. A written instruction alone does not enable a tool or team assignment.

#### Save and test

Save changes and test common questions, missing information and requests for a person.

#### Things to know

- Changing a live agent can affect its next responses.
- Conflicting instructions make behaviour harder to predict.
- Review any AI-generated instructions before saving.

Contact Infinity3 if you need help matching instructions to the available actions.