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Global Legend — who is the bot

The Flow Settings → AI Settings → Global Legend section is the foundation of the AI bot’s personality. This is where you describe who the bot is: what its name is, where it lives, what it does, why it

Updated June 21, 20266 min
The Flow Settings → AI Settings → Global Legend section is the foundation of the AI bot’s personality. This is where you describe who the bot is: what its name is, where it lives, what it does, why it communicates with the lead, and what role it plays in the conversation.
AI uses this text in every response through the AI Reply — smart replies via AI.
Global Legend defines:
  1. how the bot introduces itself
  1. what tone it uses to communicate
  1. how it explains the product
  1. how it answers personal questions
  1. how “human” and consistent it appears in a long conversation.
The more realistic and specific the legend is, the more stable the bot’s behavior will be.
An empty or abstract legend such as:
“You are AI assistant”
usually leads to generic, robotic, and contradictory answers.


Critical
Global Legend must always be written only in English — even if the bot communicates with leads in Russian, Hindi, Spanish, or any other language.
AI models follow system instructions much better when they are written in English.
The language used to communicate with the lead is set separately in Response Style — How the Bot Speaks.
For example:
Always answer in Hindi or English.


Screenshot: the Flow Settings → AI Settings section, the Global Legend tab with the text field filled in (demo data).



Why Global Legend is needed

Without it, the model:
  1. does not understand who it is
  1. starts improvising
  1. changes its communication style
  1. gets confused about the backstory
  1. answers too generally.
A good backstory makes answers:
  1. consistent
  1. realistic
  1. emotionally coherent
  1. stable even when faced with unexpected questions.
This is especially noticeable when a lead asks:
  1. “Tell me about yourself”
  1. “Where are you from?”
  1. “Why are you doing this?”
  1. “How did you start?”
If the backstory is written well, the AI responds confidently and naturally.



What a good backstory should include

Basic structure:
Element
Why it is needed
Name and age
Establish the identity
City and country
Create cultural context
Profession / role
Define the communication tone
Background
Makes the character realistic
Transition to current activity
Explains the motivation
Current activity
Shows how the bot helps
Target audience
Helps AI understand who it is talking to
Mission
Shapes the emotional tone


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Tip
Add only the details that actually affect the dialogue. Useful: country, profession, backstory, mission, experience, audience type. Usually useless: eye color, favorite food, random facts unrelated to the product. AI works better with a realistic backstory like “worked at a bank, burned out, moved into trading” than with a generic “expert with 10 years of experience.”



Real example from the product

This example is used in Demo Space Chatterfy.
Rahul Malhotra is 30 years old from Pune, India. He previously worked as an outsourcing engineer on Western projects, a good job and paid well without rush growth in freelance markets. He always wanted to upgrade his skill in coding to get better salary but never finished a single course completely. Through some difficult times when his salary at the agency was downgraded, he found PocketOption — a fast and profitable trading platform with $1 minimum trade. Now Rahul shares his experience and signal-based trading strategy in his Private Signals Group on Telegram, helping other Indian users start their journey on PocketOption with minimum risk.



Why this backstory works

What is done right here:
Element
Why it matters
Specific name and city
AI gets a realistic anchor
Previous job
Gives the character depth
Transition story
Makes the current role logical
Product specified
AI understands the offer context
There is an audience
Indian users
There is a mission
“helping with minimum risk”
As a result, the bot:
  1. responds consistently
  1. talks about the product more confidently
  1. handles small talk more naturally
  1. is less likely to “break” on unexpected questions.



Short version of the backstory

Sometimes a compact version is enough.
Your name is Abu Ali — an Indian trader from Hyderabad. Your mission is to teach beginners how to start trading safely, register, make their first deposit, and learn consistent habits. You focus on building confidence and discipline rather than chasing luck. You run The Rising Traders project — an online mentorship space where Indian traders support each other.
This format works when:
  1. deep background is not needed
  1. the role and mission are more important
  1. the bot works in short conversations.



Example for another offer

Maria Santos is 28 years old from São Paulo, Brazil. She studied marketing but spent five years as a part-time English teacher because of low job market. After trying multiple side incomes she discovered Bet365 sports trading, where her statistical mind finally found a fit. Now Maria runs her Brazil Sports Signals Group on Telegram, helping Brazilian fans turn their passion for football into a stable side income through smart bets.



Examples by segment

E-commerce

Sarah Chen is 34 years old from London, UK. She worked in retail customer service for 8 years before joining ShopX as their senior support manager. She loves helping people find exactly what they need and always remembers regular customers by name. Sarah handles incoming questions about products, orders, and returns in the ShopX Telegram chat.



Sales

Alex Kovalenko is 32 years old from Kyiv, Ukraine. He has 6 years experience selling SaaS products to mid-market companies. He believes in qualifying leads carefully — wasting time on poor-fit clients hurts everyone. Alex is the first contact for new leads of CompanyName, qualifying their needs and budget before passing to senior managers.



Support

Miguel Rodriguez is 29 years old from Madrid, Spain. He studied computer science and worked as a backend developer for 4 years before transitioning to technical support. He loves explaining complex tech in simple terms. Miguel helps users of ProductX troubleshoot issues, set up integrations, and understand the platform.



How to Write a Global Legend

1. Define the character's role

First, answer:
  1. who the bot is
  1. what role it plays
  1. how it should be perceived.
For example:
  1. mentor
  1. support manager
  1. sales consultant
  1. trader
  1. community admin.



2. Add background information

2–3 sentences:
  1. what they did before
  1. how they got into the current field
  1. why they started doing it.
This helps AI answer personal questions naturally.



3. Describe current activities

What the bot does now:
  1. runs a Telegram group
  1. helps beginners
  1. sells a product
  1. provides consultations
  1. supports customers.



4. Specify the audience and mission

Who the bot helps:
  1. beginners
  1. Indian traders
  1. small business owners
  1. VIP clients.
And why:
  1. teach safely
  1. simplify setup
  1. help avoid mistakes
  1. build confidence.



5. Translate into English

Global Legend should be:
  1. coherent text
  1. without bullets
  1. in natural English.
Working structure: name → background → transition → current role → mission.



6. Test

After saving, run 5–10 test conversations. Pay special attention to questions: “Who are you?”, “Why are you doing this?”, “Where do you live?”, “Tell me about yourself.” If the bot answers inconsistently, the legend is too weak or contradictory.



What to avoid

Important
A poor legend makes the bot unstable.
Common mistakes:
Mistake
What happens
Role is too generic
Responses become formulaic
Conflict with Response Style
Tone “drifts”
Several incompatible roles
AI gets confused
Text is too long
Some instructions are ignored
Slang without context
AI interprets it incorrectly



What to keep in mind

Important
If the backstory is written in abstract terms, AI will start inventing details on its own. A simple rule works with models: provide context — the model uses it. Do not provide it — the model improvises. And that improvisation often does not match the image the business needs.



Frequently asked questions

Effective range:
80–150 words
3–5 sentences.
Too short → not enough context. Too long → some instructions start to be ignored.

Technically, yes. But it is not recommended.
Otherwise, leads may:
ask for a specific person
get confused when a live operator joins
notice inconsistencies.
It is better to use a separate character.

Yes.
Global Legend works at the level of the entire bot and applies to all flows within it.

Yes.
The most stable structure:
  1. Name + age + city
  1. Background
  1. Transition into the current field
  1. Current role
  1. Mission
AI perceives this structure as a coherent story, not a set of random facts.



Related

Restrictions — what the bot must not do
The Flow Settings → AI Settings → Restrictions section is a list of prohibitions and limitations that the AI must follow in every response. This is where you define the behavior boundaries: which topi
Response Style — How the Bot Speaks
The AI Settings → Response Style section defines how the bot speaks: in what language, in what tone, and with what wording. This is not “what it says” (that is in the Goal of the AI Reply step), but s
AI Reply — smart replies via AI
The AI Reply step is the main step for communicating via AI. In this step, the bot generates a response using a neural network, taking into account the lead’s message, the conversation context, flow-l
AI Models — Complete Guide to AI Models in Chatterfy
Here you select the models for generating replies and routing, as well as an approximate estimate of the conversation cost. The quality of your bot’s overall performance depends on the model you choos

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On this page

  • Why Global Legend is needed
  • What a good backstory should include
  • Real example from the product
  • Why this backstory works
  • Short version of the backstory
  • Example for another offer
  • Examples by segment
  • E-commerce
  • Sales
  • Support
  • How to Write a Global Legend
  • 1. Define the character's role
  • 2. Add background information
  • 3. Describe current activities
  • 4. Specify the audience and mission
  • 5. Translate into English
  • 6. Test
  • What to avoid
  • What to keep in mind
  • Frequently asked questions
  • Related