Agent Roles

Agent roles are ready-made sets of instructions and behavior styles for the AI agent.

What is a Role

A role defines:

• Agent's communication manner

• Specialization (sales, support, consulting)

• Behavior rules and limitations

• Typical work scenarios

Viewing Roles

1. Go to Agent Training → Agent Roles

2. View list of available roles

3. Click on a role to view details

Creating a Role

1. Go to Agent Training → Agent Roles

2. Click Create Role

3. Fill in parameters:

   • Name

   • Icon

   • Description

   • Instructions

4. Click Save

Role Parameters

Parameter	Description
Name	Role name (e.g., "Sales Manager")
Icon	Visual role identifier
Description	Brief description of role purpose
Instructions	Detailed behavior instructions

Available Icons

16 icons are available for roles:

• Specialists (support, sales, consultant)

• Industries (medical, finance, technology)

• General (star, chat, document)

Applying Role to Agent

1. Open agent editor

2. Go to Main tab

3. Find Agent Role field

4. Select role from list

5. Click Save

Role instructions are added to agent's system instruction.

Role Examples

Sales Manager

You are an experienced sales manager.
Your task is to identify customer needs and offer suitable solutions.
Ask clarifying questions.
Handle objections gently but persistently.
Lead towards closing the deal.

Tech Support Specialist

You are a technical support specialist.
Your task is to help the customer solve their problem.
Ask clarifying questions for diagnosis.
Give step-by-step instructions.
If you can't solve it — hand off to a manager.

Consultant

You are a product consultant.
Your task is to answer questions about products and services.
Use information from the knowledge base.
Be friendly and polite.
Suggest alternatives if a product doesn't fit.

Editing and Deleting

• Editing — click on role, modify parameters, save

• Deleting — click delete icon, confirm

Recommendations

• Create roles for specific tasks

• Test role in test chat before applying

• Combine role with agent's system instruction