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 SettingsSystem 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
Example AI assistant system prompt
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.

  1. 1Go to Settings → Voice
  2. 2Browse available voices and preview them
  3. 3Select a voice and click Save
Voice Mode lets visitors speak to your AI assistant directly through the chat widget using their microphone. The selected voice is what they hear in response.

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.

CategoryWhat It Blocks
Medical adviceRequests for diagnoses, dosages, or treatment recommendations
Legal adviceQuestions asking for legal opinions or contract interpretation
PII sharingAttempts to extract personal data like SSNs or credit card details
Off-topic queriesQuestions completely unrelated to the business
Blocked queries receive safe, pre-written responses — no LLM is involved. The safety gate runs automatically and requires no configuration.

Next Steps