> ## Documentation Index
> Fetch the complete documentation index at: https://docs.jengolabs.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Agent persona

> How the persona works and what each tab does

## What is the persona?

The **persona** is where you configure how an agent behaves: what it says, what it can read, which rules it follows, and which workflows it can run. You open it from an agent (e.g. **Persona** button or the agent’s settings). The persona is split into **tabs**; each tab controls one area.

<img src="https://mintcdn.com/jengolabs/JROncRB-ueYfPkKv/images/agent-persona.png?fit=max&auto=format&n=JROncRB-ueYfPkKv&q=85&s=deb2755203e6f737e3318a490192c595" alt="Agent persona — tabs (General, Knowledge base, Behaviours, Workflows, Voices, Actions)" width="3012" height="1720" data-path="images/agent-persona.png" />

***

## General

**What it does:** Defines the agent’s personality and instructions — how it should speak and act in every conversation.

**What you set:**

* **Personality / instructions** — Free-form text that tells the agent its role, tone (e.g. friendly, professional), and any hard rules (e.g. never share internal links, always confirm before creating a work order). The agent uses this as its base behavior.
* If you started from a **template**, this tab is often pre-filled; you can edit it to match your brand and policies.

**Tip:** Be specific about tone and boundaries so the agent stays consistent and safe.

***

## Knowledge base

**What it does:** Chooses which content from your **Knowledge base** this agent is allowed to use when answering (folders, documents, links).

**What you set:**

* A list of your organization’s knowledge base items (folders and files). You **select** which ones this agent can use. Only selected items are used to answer questions.
* The agent searches this content and uses it in its replies so answers stay accurate and on-brand.

**Tip:** Give each agent only the knowledge that’s relevant (e.g. tenant support gets tenant FAQs; internal ops might get different folders). See [Knowledge base](/agents/knowledge-base) for adding and organizing content.

***

## Behaviours

**What it does:** Turns on or off **predefined behaviours** (e.g. “always be polite”, “escalate if unsure”). Behaviours are created by your admin and shared across agents.

**What you set:**

* A list of available behaviours. You **toggle each one on or off** for this agent. Only behaviours you turn on apply.
* Behaviours add rules or style without you writing long instructions in General.

**Tip:** Use behaviours for tone, escalation, and safety so you don’t duplicate the same rules in every agent. See [Behaviour](/agents/behaviour) for more.

***

## Workflows

**What it does:** Chooses which **workflows** this agent is allowed to run (e.g. create work order, send notification, add to leads).

**What you set:**

* A list of workflows your organization has. You **select** which ones this agent can trigger. When a user’s message implies an action (e.g. “I need to report a leak”), the agent can run one of these workflows if you enabled it.
* Restrict to the workflows that make sense for this agent so it doesn’t run the wrong process.

**Tip:** Test in the preview chat with phrases that should trigger a workflow and confirm the right one runs.

***

## Voices

**What it does:** (Only for **voice** or **phone** agents.) Sets the voice and language used when the agent speaks on a call.

**What you set:**

* **Voice** — Which synthetic voice to use (e.g. from a list of available voices).
* **Language** — Language for speech (e.g. English, French).

This tab is shown only for agent types that support voice (e.g. Phone agent, Voice agent).

***

## Actions

**What it does:** (Only for **voice** agents.) Configures what the agent can do during a call (e.g. transfer, book appointment, look up information).

**What you set:**

* Which **actions** are available during a call (e.g. transfer to human, create task, check calendar). You enable or configure the ones that fit this agent.
* The agent can use these actions when the user asks for something (e.g. “Transfer me to support”, “Schedule a visit”).

This tab is shown only for voice/phone agents. The exact list depends on your plan and integrations.

***

## Summary

| Tab                | Purpose                                                        |
| ------------------ | -------------------------------------------------------------- |
| **General**        | Personality and instructions (tone, rules).                    |
| **Knowledge base** | Which folders/documents/links the agent can use to answer.     |
| **Behaviours**     | Predefined behaviours on/off (tone, escalation, safety).       |
| **Workflows**      | Which workflows the agent can run.                             |
| **Voices**         | Voice and language (voice/phone agents only).                  |
| **Actions**        | What the agent can do during a call (voice/phone agents only). |

Save after changing a tab if the app asks you to. Then test the agent in **Preview** or **Test** chat (and for voice agents, with a test call) to confirm everything works as expected.

## Related

* [How to create an agent](/agents/create-agent) — Where the persona fits in the flow.
* [Behaviour](/agents/behaviour) — Managing behaviours.
* [Knowledge base](/agents/knowledge-base) — Adding and linking content.
