Give your agent an identity and the knowledge it needs — before a single customer ever sees it.
AAssistantLabs Team Academy 6 min read Updated Jul 2026
Give it an identity
A great agent isn't the one with the cleverest AI — it's the one that knows your business. Start by giving it an identity and everything it needs to answer correctly.
Two ways to build: tell Logos what you want in chat and it saves it for you, or open Settings and edit any field by hand. Both write to the exact same place — pick one below and the rest of this guide follows your choice.
The fastest way is to just talk. Open Logos from the top navigation and describe your business in a sentence — it proposes each setting as a card you approve, one at a time.
Hi! Let's build the Willow & Co assistant together ✨
I'll ask a few quick things — your business, common questions, products, links. To start: in a few words, what do you do?
We're a small fashion boutique in Tel Aviv — clothing and accessories, ship nationwide.
Got it. Here's the greeting I'll use — tap the checkmark if it works:
General settings
Greeting
Hi! Thanks for reaching out to Willow & Co 👋 How can I help you today?
Want me to keep going with your business details, FAQs, and a house rule?
What would you like to change?
Describe your business once. Logos proposes each change as an editable card — tap the checkmark to save, or Undo if it's not right.
Prefer to set it by hand? Every field Logos fills lives in Settings too. Start with Persona — how the agent opens a conversation, its tone, how much it says, and which languages it replies in. Two clicks from anywhere in the workbench:
How your agent talks to your customers — how it opens a conversation, in what tone, how much it says, and in which languages. Every change is reflected instantly in the live preview.
Personality & voice
Set the agent's tone and style in conversation
🤖The more specific you are, the more the agent will sound like your team. You can always change it later.
Suggestion
The first sentence the agent sends when a new customer starts a conversation.
Hey! 👋 Welcome to Willow & Co — how can I help you today?
58 characters
The opening message, filled in for a small fashion boutique.
Either way, see the full Persona guide for a field-by-field walkthrough of tone, length, and languages.
Add what it needs to know
This is the foundation everything else relies on — the facts customers actually ask for, in your own words. In Logos you just say it; in Settings you fill in the matching card. Same result either way.
Business Details
Hours, contact info, and what you sell.
LogosIn chat
We're open Sun–Thu 9–6 and Fri 9–1, and you can reach us at 03-555-7788.
Click "Test" to open the live preview and send a few real questions.
Live previewTest
Live preview
A quick test conversation
×
🤖
Willow & Co
online
Today
Hi! Are you open on Friday?
Yes 🙂 We're open Fri 9:00–13:00. Anything I can help you find?
Do you accept returns?
Yes — within 14 days of delivery.
This is a test chat — real customers don't see it.
Notice it answered straight from the hours and return policy you set — if an answer is off, edit it right there and Preview turns your edit into a training example automatically.
Tip: Editing a response in Preview creates a pending Training proposal behind the scenes — you'll see exactly how that works in Week 3.