Skip to main content
Use this page to set up the Identity tab in AI Studio. If you need an overview of the full workspace first, start with Get started with AI Studio.

​
Prerequisites

  • You can access AI Studio.
  • You have the brand information you want your AI agent to use.

​
Step 1: Open AI Studio

  • Go to AI Studio.
  • Open AI Studio.
  • Create a new agent if you are starting from scratch.

​
Step 2: Complete Brand information

In Brand information, enter the core business details the AI agent should use.
  • Fill in Brand name.
  • Fill in Brand description.

​
Step 3: Choose an AI model

In AI model, pick the agent best suited for your customers’ needs. You can change it at any time. The picker shows two options:
  • Conversation — optimized for fast, accurate replies. Best for FAQs, order tracking, and product questions.
  • Reasoning — uses deeper reasoning for complex, multi-step questions. Best for troubleshooting and special requests. Available on the Standard plan and above; on lower plans the option is locked with an upgrade prompt.
Custom model (Pro Bundle plan and above, with the Custom model feature enabled): a separate Model dropdown appears so you can pin the agent to a specific underlying LLM. The dropdown currently exposes:
  • Gemini family — Gemini 3 Flash, Gemini 3 Pro, Gemini 3.1 Flash-Lite, Gemini 3.1 Pro, Gemini 2.5 Pro, Gemini 2.5 Flash.
  • OpenAI family — GPT-5.1, GPT-5, GPT-5 Chat, GPT-5 Mini, GPT-5 Nano, GPT-4o, GPT-4.1, GPT-4.1 Mini, GPT-4.1 Nano.
When you select a GPT-5 or Gemini 3 model, a Reasoning effort dropdown appears so you can tune how much the model deliberates before replying. Higher effort improves quality on complex questions but increases latency and cost.

​
Step 4: Complete Personality

In Personality, choose how the AI agent communicates with customers.
  • Choose Tone of voice.
  • Choose Response style.
The AI agent automatically replies in the customer’s language, so there is no language setting on this tab. To make the agent always reply in a specific language, add a rule in the Instructions field (Step 5) — for example, “Always respond in English, regardless of the language the customer uses.”

​
Step 5: Add Instructions

In Instructions, describe what your AI agent should do. Use this field only for rules that should consistently shape the agent’s behavior.
  • Enter the instructions you want the AI agent to follow.
  • Optionally click Improve instruction to rewrite your draft with AI assistance.
The Instructions field accepts up to 15,000 characters. If you exceed the cap, the UI blocks save — split long rule sets across the Brand information, Personality, and Skills surfaces instead of stuffing everything into Instructions.

​
Step 6: Save your AI agent

  • Review the fields in Brand information, AI model, Personality, and Instructions.
  • Save your changes.