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  3. AI Settings — Bot Personality

AI Settings — Bot Personality

The Flow Settings → AI Settings section defines the bot's personality — the general context that AI takes into account in every response via the AI Reply step inside this flow. Three blocks: Global Le

Updated June 21, 20264 min
The Flow Settings → AI Settings section defines the bot's personality — the general context that AI takes into account in every response via the AI Reply step inside this flow. Three blocks: Global Legend (who the bot is, what it does, what role it has), Restrictions (what it must not say or do), Response Style (language, tone, length, emojis, formatting).
These settings are at the flow level (not the bot level) — because different scenarios in one bot can have different roles. For example, one bot for traffic arbitrage: the main flow is an affiliate program manager who guides the lead to a deposit. The reactivation flow is a VIP assistant who gently brings dormant leads back. The same AI engine, different personalities, different tone.
These instructions are the strongest lever for AI quality. A good Global Legend + precise Restrictions + strict Response Style can pull a “weak” model up to an acceptable level. Vague prompts will ruin even the strongest model.
All three blocks must be in English
Global Legend, Restrictions, and Response Style must be written in English, even if the bot communicates with the lead in another language. This is a requirement of AI models — English provides better instruction comprehension quality (models are trained primarily on English corpora). The actual response style for the lead is set in Response Style: “Always answer in Russian” — and AI will answer in Russian. Other languages work the same way: “Spanish”, “Portuguese”, “German”, etc.


What’s inside

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
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
Global Legend — who the bot is, what it does, and what role it has in the dialogue. The most substantive description lives here. Length is usually 3–7 lines. Concise, no fluff.
Restrictions — what the bot must not say or do. Prohibitions + desired behavior “instead of” the prohibited one. Strict rules for topics the lead may bring up (legal, political, about competitors).
Response Style — language, tone, response length, use of emojis, formatting. This is the most sensitive to small changes. Experiment here, not in Legend.


Use cases by niche

Personality depends heavily on the niche. A few real-world examples to give you a starting point:
—Forex / crypto arbitrage: bot = “experienced trader-mentor”, confident tone, references to past cases, emphasis on quick registration and FD. Restrictions: do not give specific trading signals, do not promise profit.
—E-commerce: bot = “polite store manager”, friendly tone, focus on placing the order, answering questions about delivery and availability. Restrictions: do not discuss competitors, do not give discounts beyond the catalog.
—SaaS support: bot = “technical expert”, precise tone, suggests diagnostic steps, refers to the docs. Restrictions: do not give recommendations for third-party products.
—Info products: bot = “course curator”, supportive tone, motivates, answers about the program. Restrictions: do not promise individual work, do not comment on other people’s materials.


What AI takes into account when answering

AI Settings section
AI Settings section — three instruction blocks

When a lead sends an incoming message, AI processes three sources of instructions (by priority):
  1. AI Settings — global personality (this section).
  1. Conversation history — what was said earlier (the last N messages).
  1. AI Reply step settings (Goal, Requirements, Legend, Reply Addition).
Then it checks:
Whether the Requirements are met (transition condition).
Whether the rules trigger AI Routings — semantic routing.


Filling recommendations

— Put the most important rules higher in the text. AI gives more weight to the beginning of the prompt.
— State instructions briefly and specifically. AI follows “Reply in 16 words max” better than “be brief”.
— Add examples of the desired behavior. “If user asks about price → answer: "From $50".” This gives AI a wording template.
— Do not leave rules only as prohibitions. Specify what to do instead of the prohibited action. “Don't discuss competitors → instead say "We focus on our product".”
— Using IMPORTANT: and ALWAYS / NEVER increases the priority of the rule. Apply this only to 2–3 truly critical rules; otherwise, it will stop working.


Where to start

Global Legend — who is the bot— define who the bot is (name, role, niche, main goal in the conversation).
Restrictions — what the bot must not do— what must not be discussed, which topics are prohibited, and what to answer instead.
Response Style — How the Bot Speaks— language, tone, length, emojis, message formatting.
Not sure what to write — Prompt Patterns(a cookbook of ready-made templates for popular niches).


FAQ

In Response Style — How the Bot Speaks add an explicit “Always answer in Russian” (or the required language). AI follows this rule even if the lead wrote in another language. If that is not enough, duplicate it in Global Legend: “You communicate exclusively in Russian”.

Most often, the rules are too general or there are too many of them. Create 2–3 strict NEVER / ALWAYS rules instead of a long list of wishes. Set a higher Reply model in AI Models — Complete Guide to AI Models in Chatterfy (weaker models are more likely to “forget” instructions in a long conversation). Add a short reminder to each step via Reply Addition.

AI Settings is configured at the flow level, so it can differ between flows inside one bot. For different bots, it can be different all the more. This is the main technique: the same product with different personalities for different segments.

Yes. The next AI response from any lead in this flow will already be in the new style. The full conversation history is preserved, but the bot’s “personality” for the next response is replaced.


Articles in this section

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
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
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


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On this page

  • What’s inside
  • Use cases by niche
  • What AI takes into account when answering
  • Filling recommendations
  • Where to start
  • FAQ
  • Articles in this section
  • Related