A persona is the “voice” of your AI Agent—the avatar, tone, and behavior your leads experience. Follow these steps to create one in seconds.
Before You Start
Agencies: make sure you’ve already added an AI Provider (e.g., OpenAI).
Businesses on a non‑agency plan: skip that step—CloseBot’s built‑in keys handle the model for you.
Open the Personas Screen
The Agents screen contains both your roster of Personas and the AI Workflows (jobs that your personas will be doing). You start with a default persona from the CloseBot team. You can use that one right away or go ahead and create your own from scratch. Test to see how different personas perform and may the best persona win!
Personas establish the style and tone of your AI Agents and are super easy to create.
In the left sidebar, click Agents, then click the + to create a new persona
Choose an Avatar & Theme Color
You can pick one of our stock images or upload your own for the persona avatar image. This is seen by you and your team internally. Also pick a color for your persona. Any color works—use it to stay organized or match a client’s brand.
Tip: Colors don’t affect behavior; they’re just visual cues in your roster.
Name & Description
Give your perona a name. This is the name it will refer to itself as. You can pick any name you want! Optionally, give the persona a description. The description you give your persona is purely for your own notes. It doesn't affect the persona performance at all, but comes in handy when you have dozens of personas and you cant remember what each is used for.
Fine‑Tune Response Behavior
Aside from the actual contents of a response, there are some other settings worth noting.
Setting | What It Does | Common Use Case |
Extra Delay (sec) | Adds a pause before replies. | Text message Agents that should feel human (5–15 s) |
Typos | Inserts an occasional misspelling, then sends the correction. | Live‑chat realism |
Message Splitting | Breaks long answers into smaller bubbles. | Live-chat realism |
Tip: Typos and Message Splitting are automatically set to 0% when the reply channel is EMAIL. You can have the same agent replying to multiple message channels and the email channel is adjusted accordingly since it's uncommon to do the mispellings or break up large emails into multiple.
Style and Instructions
This section shapes the Agent Persona's response style. There are two sections, the first being How to Respond. This section is a free-form text area where you can give your Agent Person extra instruction on how you want it to respond in addition to its Voice Style. The next is the Voice Styles where you can input up to three words that describe the Agent Persona's style.
Example How to Respond:
Don’t use the contact’s name in replies. You can reply in any language the contact uses. Keep answers concise and natural (avoid filler)
Tips: AI is already Friendly and Kind. If you choose words like this for your Voice Styles, you may find that the Agent Persona is kind of over-the-top nice (annoying)
Select Your AI Provider(s)
Different AI Providers respond in different ways because they were trained on slightly different data. CloseBot automatically picks the model for each provider, but you can pick the overall provider that you like, as well as any number of fallbacks that you want.
Review & Create
Double check that you're happy with the settings and click create on the final page. The persona will then show up in your roster, ready to be paired with an AI Workflow and source to start working for you 👏
Next Steps
Next, you'll want to create an AI Workflow (job) for your persona to do! Then your digital team will officially be on payroll 🤖