Agent Settings
Customize how your AI assistant behaves, sounds, and responds. All settings are found in your dashboard under Settings.
System Prompt
The system prompt is the core set of instructions that defines your AI assistant's personality, knowledge boundaries, and behavior. It tells the AI who it is, how it should respond, and what it should or shouldn't do.
Where to Find It
Go to Settings → System Prompt in your dashboard. You can write your prompt directly, or use the Prompt Composer for guided editing.
Tips for AI Assistant Prompts
- Be specific about the assistant's tone — professional, friendly, casual
- Keep responses concise — visitors expect quick, focused answers
- Include handoff instructions (e.g., "If the visitor asks for a human, transfer the conversation")
- Markdown is supported — feel free to use links, lists, and bold text in responses
- Keep it under 2000 words for best performance
You are a helpful AI assistant for [Business Name].
You answer questions about our services, pricing,
and policies. Be friendly and professional.
If you don't know the answer, say so honestly and
offer to connect the visitor with our team.
If the visitor asks for a human, transfer the
conversation.
Do not provide medical, legal, or financial advice.Greeting Message
The greeting message is the first message visitors see when they open the chat widget. Keep it short and welcoming — one or two sentences that identify the business and invite the visitor to ask a question.
"Hi! I'm the AI assistant for Sunrise Dental. Ask me anything about our services, pricing, or availability."
Voice Selection
Choose the voice used for Voice Mode in the chat widget. Each AI assistant can use a different voice, so you can customize the experience for your business.
- 1Go to Settings → Voice
- 2Browse available voices and preview them
- 3Select a voice and click Save
Business Hours & Timezone
Configure business hours so the AI assistant can communicate availability and handle appointment scheduling correctly during chat conversations.
- Timezone — Set your local timezone so the assistant references correct times
- Business hours — Define open and close times for each day of the week
- Holidays & closures — Mark specific dates as closed so the assistant won't offer those slots
Safety Gate
SiteAnswerAI includes a built-in safety gate that automatically protects your AI assistant from responding to sensitive or out-of-scope queries. This runs before any AI processing — adding zero latency to safe queries.
| Category | What It Blocks |
|---|---|
| Medical advice | Requests for diagnoses, dosages, or treatment recommendations |
| Legal advice | Questions asking for legal opinions or contract interpretation |
| PII sharing | Attempts to extract personal data like SSNs or credit card details |
| Off-topic queries | Questions completely unrelated to the business |