Configuration
Platform Information is configured from your project’s Settings page in the Customer Dashboard, under the Platform Information section.You do not need to fill in all fields. Any field left empty is simply omitted from the Persona’s context. Even a Platform Name alone is useful.
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
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
- Go to Settings in your project on the Customer Dashboard
- Open the Platform Information section
- Fill in the fields relevant to your platform
- Click Save Configuration
- The Persona will use this context in all new conversations from that point forward