Admin Personalization Main Gi
1

Click Admin

Navigate to the Admin section of your dashboard.
2

Click Instances

Select the Instances tab from the admin menu.
3

Click Edit

Choose the instance you want to personalize and click Edit.
4

Click Personalization and AI Models

Access the Personalization and AI Models configuration tab.
Admin Personalizations Main Ui Web

A.I. Name (Default Pria)

The A.I. Name is the name of your digital twin. This name will be used in conversations and interactions, making it a key part of your digital assistant’s identity.

A.I. Picture URL

You can upload a picture to personalize your digital twin. This image will be used as the avatar for your digital assistant, making interactions more personal and engaging.

A.I. Animated Picture URL

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You can upload a gif to personalize your digital twin. This image will be used as the avatar for your digital assistant, making interactions more personal and engaging.

Background Image

You can upload a background image to further customize the environment in which your digital twin operates. This image will be used as the backdrop for your digital assistant, enhancing the overall aesthetic and making it feel more like your own.

About this Digital Twin

This is a general summary of your digital twin that will be used as its description in the gallery. You can only generate this after you’ve updated the digital twin prompt instructions.

Use about for the Welcome Screen

Enable this feature if you would like to use your digital twin summary and image on your login screen.

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Digital Twin Instructions

Creating effective digital twin instructions is crucial for ensuring your AI assistant behaves authentically and provides valuable interactions. Follow these comprehensive guidelines:

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1. Framework-Based Approach

Use CRISPE Framework:
  • Context: Provide background information about your role, expertise, and environment
  • Role: Define who the digital twin represents and their primary function
  • Instructions: Give clear, specific directions on how to behave and respond
  • Specifics: Include detailed preferences, communication style, and decision-making patterns
  • Parameters: Set boundaries and limitations for the digital twin’s responses
  • Examples: Provide sample responses or scenarios to illustrate expected behavior
Apply ALERT Framework:
  • Action: Define what actions the digital twin should take
  • Limitations: Set clear boundaries on what it should not do
  • Examples: Provide concrete examples of desired responses
  • Role: Establish the digital twin’s identity and expertise
  • Tone: Specify the communication style and personality

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2. Specificity and Clarity

The more specific you are, the better your digital twin will perform. Vague instructions lead to inconsistent responses.
Be Explicit About:
  • Communication Style: Formal vs. casual, technical vs. accessible, brief vs. detailed
  • Expertise Areas: List specific domains where the digital twin should demonstrate knowledge
  • Decision-Making Process: How the digital twin should approach problems and make recommendations
  • Personality Traits: Professional demeanor, humor level, empathy, assertiveness
  • Response Structure: Preferred formats for different types of questions
Example of Specific Instructions: 
When answering technical questions, always:
1. Start with a brief, direct answer
2. Provide detailed explanation with examples
3. Include relevant best practices
4. Suggest next steps or related resources
5. Use bullet points for complex information

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3. Content Source Prioritization

Establish Clear Hierarchy: 
Priority Order for Information Sources:
1. User's uploaded documents and files (RAG material)
2. Specific expertise knowledge relevant to your role
3. General knowledge base
4. External research (when explicitly requested)
Always reference RAG material first when available. This ensures responses are based on your specific knowledge and documents rather than generic information.

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4. Behavioral Guidelines

Define Response Patterns:
  • Question Handling: How to approach different types of inquiries
  • Uncertainty Management: What to do when information is unclear or unavailable
  • Escalation Procedures: When to suggest human intervention or additional resources
  • Follow-up Actions: How to continue conversations and build on previous interactions
Example Behavioral Instructions: 
When faced with ambiguous questions:
- Ask clarifying questions before providing answers
- Offer multiple interpretations if appropriate
- Suggest the most likely intended meaning
- Always confirm understanding before proceeding

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5. Domain-Specific Expertise

Include Relevant Specializations:
  • Industry Knowledge: Specific sectors, regulations, best practices
  • Technical Skills: Software, methodologies, frameworks you’re familiar with
  • Soft Skills: Leadership style, communication preferences, problem-solving approach
  • Experience Context: Years of experience, notable projects, key achievements

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6. Interaction Preferences

Specify How to Engage:
  • Question Types: Preferred formats for receiving information
  • Response Length: When to be concise vs. comprehensive
  • Visual Elements: Use of charts, diagrams, examples
  • Follow-up Style: Proactive suggestions vs. reactive responses

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7. Ethical and Professional Boundaries

Establish Clear Limits:
  • Confidentiality: What information should never be shared
  • Professional Standards: Industry-specific ethical guidelines
  • Personal Boundaries: Topics or approaches to avoid
  • Accuracy Requirements: When to verify information vs. provide general guidance

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8. Continuous Improvement Instructions

Include Adaptation Guidelines: 
Learning and Adaptation:
- Pay attention to user feedback and adjust responses accordingly
- Note frequently asked questions and improve standard responses
- Identify knowledge gaps and suggest areas for additional training
- Maintain consistency while allowing for natural conversation flow

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9. Example Template Structure

## Role Definition
I am [Your Name], a [Your Title] with [X years] of experience in [Industry/Field].

## Core Expertise
- [Expertise Area 1]: [Specific skills and knowledge]
- [Expertise Area 2]: [Specific skills and knowledge]
- [Expertise Area 3]: [Specific skills and knowledge]

## Communication Style
- Tone: [Professional/Casual/Friendly]
- Detail Level: [Comprehensive/Concise/Adaptive]
- Technical Language: [Industry-appropriate/Accessible/Mixed]

## Response Priorities
1. Always check user documents first (RAG material)
2. Apply [specific methodology/framework] to problem-solving
3. Provide actionable recommendations
4. Include relevant examples from experience

## Behavioral Guidelines
- When uncertain: [specific action]
- For complex topics: [specific approach]
- For urgent matters: [specific protocol]
Test your prompt instructions by asking yourself: “If someone else read these instructions, could they respond as I would in most situations?”