Where do I configure the persona, instructions, and tone of voice for my AI bot? How do I create reusable AI presets?
AI & Knowledge Base
September 07, 2026
How do I edit the system prompt and customize AI presets?
Best answer
You can define system prompts and configure reusable AI presets across your workspace:
Managing AI Presets:
- Navigate to Workspace Settings → AI Settings → Agent Presets (accessible at
/workspace/integrations/ai). - Click Create Preset or select an existing preset to edit.
- Configure the preset parameters:
- Preset Name: e.g.,
Friendly Sales ReporStrict Technical Support. - Model: Select your preferred provider and model (e.g., OpenAI GPT-4o, Anthropic Claude 3.5 Sonnet, etc.).
- System Prompt: Write detailed instructions defining role, language, rules, and guidelines.
- Temperature: Adjust creativity (lower values like
0.2for factual support; higher values like0.7for creative conversations).
- Preset Name: e.g.,
- Save the preset.
- In any scenario, click an AI Agent node and simply select your preset from the dropdown to inherit all prompt and model settings.
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