Agent Identity
By the end of this page your agent will have a name, a summary of what it does, a persona that shapes its tone, and a graceful fallback response.
Prerequisites
- An AI Agent created (Create an AI Agent).
- Admin or Developer role.
The Agent Identity tab has four sections: Basic Info, Agent Persona, Agent Skills, and Fallback Message. Skills are covered separately in Skills — this page covers the other three.
Basic Info
Set the agent name
Agent Name is a unique, human-readable name shown to users and used in agent-to-agent communication.
Write the Administrative Summary
Administrative Summary describes what the agent does, its purpose, and key capabilities. It’s used for discovery and agent-to-agent routing, so be specific — for example, “Answers billing questions and issues refunds for the retail store.”
Agent Persona
A Persona defines the agent’s personality, communication style, and safety constraints. It provides the base system prompt the agent runs with.
Select a persona
In the Persona section, open the selector and choose a persona (drafts are included). Personas are created and managed under Agent Personas in the Agentic Workspace.
Review the persona preview
Once selected, a preview shows the persona name and version, an excerpt of its System Prompt, and style badges — Tone (default “professional”), Verbosity (default “balanced”), and optionally Format. If the persona defines Safety Constraints, each appears as a badge marked strict, warn, or log-only.
To remove a persona, click the × next to its name.
The persona sets the agent’s base system prompt and behavior. Individual skills can layer additional instructions on top with a per-skill system-prompt overlay — see Advanced skill settings.
Fallback Message
The Fallback Message is returned directly — without an LLM call — when no skill matches the request or the user lacks access to the matching skill.
Write a fallback response
In the Default Fallback Response field, write a clear, friendly message. The default reads: “I’m sorry, but I’m not able to help with that request. Please try rephrasing your question or contact your administrator for assistance.” The field allows up to 2,000 characters.
Because the fallback skips the LLM, it’s a good place to point users toward what the agent can do, or to a human contact.
Save your changes
Click Save in the header to persist the identity settings into a draft version.
Common issues
- No personas to choose from — Create one under Agent Personas in the Agentic Workspace first.
- The agent keeps replying with the fallback message — No skill is matching the request. Review your skills’ descriptions, tags, and examples in Skills, and check role restrictions if the skill is RBAC-gated.