Customize tone, knowledge, and permissions

A strong AI Agent feels like your brand, not a generic bot. In Agentra you set tone, knowledge sources, business hours behavior, escalation rules, and which store actions are allowed automatically.

Start conservative on permissions. Expand automation as you trust the answers in real conversations.

Recommended setup order

1. Choose a tone that matches your brand voice.
2. Add policies and FAQs under Knowledge.
3. Connect your store so order and product data is available.
4. Enable only the actions you trust, such as tracking lookups or limited refunds.
5. Test common shopper questions and refine the answers.

Tone examples

• Friendly and concise for lifestyle brands
• Professional and precise for B2B or technical products
• Warm but firm when explaining non-refundable items