The Personal AI Agent: a virtual team member for your visitors
A virtual character with a name and face that answers visitors, learns your business, builds quotes and sends files. How to activate, teach and tune it.
The Personal AI Agent is a virtual team member of your business: a character with its own name, picture and style, answering visitors on your public card, product pages and course player, 24/7 in the visitor's language. Available on the Max and Teams Max plans.
One agent for the whole business
Your business has ONE agent: one personality, one brain, one set of skills. Each card chooses whether to show it (the Conversations tab on the agent screen). When active, visitors see a floating bubble with its face and name in the card's corner.
The first meeting
On first activation a short interview opens: the agent introduces itself, proposes its own name, avatar and style, and asks 2-3 questions about your business. Adopt its proposal with one click, or skip and set everything manually in the Persona tab.
A character with a soul, and a live preview
In the Persona tab you pick a face from a large, diverse avatar library (women and men, all ages and styles), a gender that sets how the character speaks about itself in gendered languages, and a speech style shown with a live example. Next to the form sits a live preview of the chat that updates as you edit, including a real try-out conversation with your agent. The welcome message and suggested questions you write are translated automatically into your cards' languages, and every chat opens in the language the visitor is viewing the card in; if the visitor switches languages mid-chat, the agent follows.
Visitor memory
The agent remembers who it talked to: names, contact details and preferences shared in a conversation are kept, and next time it greets returning visitors by name instead of re-asking what it already knows.
What the agent knows
- Automatically: your published card, shop products (prices and sales included) and open course content. Updates by itself, nothing to train.
- Rules and facts: things you teach it ("I never charge below X", "no Friday events"). They are binding.
- Files: a price list, menu, tech rider, CV (PDF, Word, text or image). The agent reads and learns them.
- Websites: up to 3 addresses it reads into its knowledge.
- Paid content never leaks: paid course lessons stay on the server. Only buyers get answers about them, through the course player.
Training by conversation
In the Training tab you talk with the agent itself and teach it in plain language. Everything it learns is saved as a draft waiting for your approval, nothing enters its knowledge without your click. When visitors ask something it cannot answer, the question appears in the "what the agent wants to learn" list on the Knowledge tab.
Skills
- Price quotes: define price ranges per service plus scope questions. The agent scopes the request, quotes only within your range (never below the minimum) and opens a structured request in your contacts.
- Booking rules: minimums, deposits and requirements it enforces in every conversation.
- File sending: files marked shareable are handed to visitors as a secure link valid for a week.
- Intake form: a structured inquiry with fields you define.
Leads and cost
Every lead, message, quote request or inquiry lands straight in your contacts (source: agent) and flows to your connected integrations. Visitor and training conversations use your account's AI credit quota, with fair per-visitor limits.