Infinity3 Help Centre
Practical guides and answers for your Infinity3 tools and services.
Set your AI assistant’s instructions and tone in Infinity3
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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
- Open AI Agents → Conversation AI.
- Select the agent and choose Edit.
- Open Bot Goals.
- 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.