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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.

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Prerequisites

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

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Step 1: Open AI Studio

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

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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.

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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.
Needs verification (Brandon): confirm the per-model recommended use case (cost vs. quality vs. latency) and which model is the recommended default for high-volume bitChat deployments. New agents in current code default to Gemini 3 Flash, but most existing tenants still run on GPT-4.1 from the previous default — guidance should call out which to migrate to.

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Step 4: Complete Personality

In Personality, choose how the AI agent should communicate.
  • Set Preferred language.
  • Choose Answer length.
  • Choose Tone of voice.
  • Choose Response style.

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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.

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Step 6: Save your AI agent

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