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Guides

Platform Information

Give the Persona accurate knowledge about your product so it can represent your platform naturally and never make up features or rules.

Your Users will ask about your product: what they can do, what's behind the paywall, how things work. Without context, the Persona has to guess, and guesses erode trust. Platform Information lets you feed that context directly into the Persona's prompt so every answer about your product is grounded in reality.

This setting is optional and project-scoped. If left empty, conversation behavior is unchanged.

Configuration

Platform Information is configured from your project's Settings page in the Customer Dashboard, under the Platform Information section.

FieldRequiredDescription
Platform NameNoThe name of your platform as you want the Persona to reference it
Platform URLNoYour platform's URL
Free Account DescriptionNoWhat free Users can and cannot do on your platform
Premium Account DescriptionNoWhat premium Users can do on your platform
Persona Account TypeNoWhether the Persona is treated as a Free or Premium User

How It Works

When you save your Platform Information, the content is automatically processed and optimised for use in the Persona's prompt. Once active, it is injected into the system message of every conversation in your project as dedicated context.

The Persona uses this to:

  • Reference your platform by name naturally in conversation
  • Understand what a User can and cannot do based on their account type
  • Avoid inventing or misrepresenting product features when Users ask about them

Service Loyalty

Users sometimes complain about the platform itself: the price, a feature, another app that does it better. Turn on Service Loyalty and the Persona never agrees with those complaints, comparisons with other apps included. She shrugs them off in character and keeps the conversation going; if pressed, she says she feels comfortable here. Now and then, unprompted, she says she enjoys being on the platform.

It is off by default. Switch it on in your project's settings, or per request with replyParameters.serviceLoyalty; a value sent with a request wins over the project. Available on Chat Model 2.0 and above.

What to Write

Keep descriptions factual and concise. Describe what Users can and cannot do. Avoid marketing language.

Example: Free Account Description:

Free Users have access to basic messaging but cannot see who visited their profile or send photos until they upgrade.

Example: Premium Account Description:

Premium Users have full access to all features, including unlimited messaging, profile visitors, and photo sharing.

Quick Start

  1. Go to Settings in your project on the Customer Dashboard
  2. Open the Platform Information section
  3. Fill in the fields relevant to your platform
  4. Click Save Configuration
  5. The Persona will use this context in all new conversations from that point forward
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