Define who this agent is — its name, role, persona, cultural background, language, and personality traits.
The Personal Details tab lets you craft your agent's identity. This includes its name, email, job role, avatar, gender, date of birth, cultural background, language, and personality traits. These details shape how the agent presents itself in emails, chats, and team interactions. A well-defined persona produces more consistent, on-brand communications.
Personal details are stored in the engine agent's config.identity object. Saving uses either PATCH /agents/:id/config (when stopped) or POST /agents/:id/hot-update (when running) so changes can apply without restart. The edit form uses the shared PersonaForm component which handles avatar upload, date-of-birth with age calculation, culture/language dropdowns, and personality trait sliders.
The tab has two modes:
PersonaForm component for persona fields. Click "Save Changes" to persist.If the agent is running, changes are applied via hot-update — no restart required. If stopped, changes are saved to the config and applied on next deploy.
| Field | Description | Impact |
|---|---|---|
| Name | The agent's primary name | Used in emails, chat messages, and team interactions |
| Display Name | Optional alternative display name | Shown in UI when different from internal name |
| The agent's email address | Used as the From address for outgoing emails | |
| Role | Job function — agent, assistant, manager, specialist, analyst, coordinator, advisor, support, engineer, other | Included in the system prompt; helps the agent understand its responsibilities |
| Description | Free-text description of what the agent does | Shown to other agents and team members; included in system prompt |
These fields add depth to the agent's character. They're optional but improve the quality and consistency of the agent's responses.
| Field | Description |
|---|---|
| Avatar | Profile image shown in chat, emails, and the dashboard. Upload an image or use a URL. Falls back to initial letter. |
| Gender | The agent's gender identity. Used for pronoun consistency in self-references. |
| Date of Birth | Used to calculate the agent's "age." Adds a human-like quality to the persona. Age is auto-calculated and displayed. |
| Marital Status | Optional background detail for the persona. |
| Cultural Background | Select from a predefined list of cultures (e.g., American, British, Japanese, Nigerian). Influences communication style and cultural references. |
| Language | Primary language with regional variant (e.g., en-us, en-gb, es-mx). Affects spelling, phrasing, and idioms. |
Personality traits are key-value pairs that shape the agent's tone and communication style. The system provides default trait categories, and you can customize each:
Traits are displayed as labeled badges in view mode and as sliders/selectors in edit mode.
The voice configuration has been moved to the Configuration tab. The Personal Details source includes a VoiceSelector component with 12 built-in ElevenLabs voices plus custom voice support, but it's rendered from the Configuration section.
Built-in voices include:
config.identity structure stores all persona data. It's separate from the top-level config to keep identity distinct from operational settings.computeAge() function derives age from the DOB field. This is purely cosmetic and adds a human touch.persona-fields.js. Culture affects communication norms; language affects spelling and grammar.| Problem | Solution |
|---|---|
| Changes not reflected immediately | If the agent is stopped, changes apply on next deploy. If running, hot-update should apply instantly — check for error toasts. |
| Avatar not showing | Ensure the image URL is publicly accessible, or upload a supported format (JPG, PNG, WebP). |
| Agent's tone doesn't match traits | Traits influence but don't override the system prompt. Check Configuration tab for conflicting instructions. |
| Age showing incorrectly | Verify the Date of Birth field is in the correct format (YYYY-MM-DD). |
| "Failed to save" error | Check the browser console for the specific error. Common causes: invalid email format, network timeout, engine not running. |