Persona API

Overview

The Persona API provides read and update access to your AI Agent’s persona - the settings that define how the AI Agent communicates, configured in the dashboard under Config > Settings > Preferences. The persona controls the AI Agent’s personality, tone, emoji usage, and manners, so you can manage these settings programmatically instead of only through the dashboard.

The persona is a single configuration object per AI Agent. Agent identity settings (the Agent’s name and avatar) are not part of the persona and are not managed through these endpoints.

Endpoints

Two endpoints are available:

  • Get persona (GET /v2/persona): Returns the current persona configuration.
  • Update persona (PATCH /v2/persona): Partially updates the persona. Only the fields included in the request body are changed; omitted fields keep their existing values. A field that is not part of the public persona schema returns a 400.

Fields

The following fields are read through GET and can be written through PATCH:

FieldTypeDescription
personalityarray of stringsPersonality traits that shape the Agent’s tone (for example, friendly, professional).
emoji_usagebooleanWhether the Agent may use emoji in replies. Applies to messaging and email channels.
allowed_emojisstringA string of emoji the Agent is limited to. When set, the Agent uses only these emoji; when empty, it may use any emoji that fit the message.
default_timezonestringAn IANA time zone identifier (for example, America/Toronto or UTC) used for time references. An unrecognized value returns a 400.
company_descriptionstring | nullA description of the company’s products and services.
community_guidelines_urlstring | nullA link to community guidelines the Agent should follow.
message_lengthstringPreferred reply length. One of concise or normal.
ask_for_more_helpbooleanWhether the Agent asks if more help is needed.
no_customer_pibooleanWhether the Agent avoids mentioning end users’ personal information.
no_competitorsbooleanWhether the Agent avoids discussing competitors. When enabled, list the names to avoid in competitor_names.
competitor_namesstring | nullA comma-separated list of competitor names the Agent should avoid mentioning. Used only when no_competitors is enabled.
enable_acknowledgment_messagesbooleanWhether the Agent sends acknowledgment messages.

For guidance on configuring these settings, see Persona and Personality setup.

Authentication

Requests are authenticated with a Bearer API key. See Authentication for details on generating and using API keys.