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Define the purpose
Use the Purpose field to tell the AI Fellow what role to take, which topics to cover, how to speak, and which limits to respect. Write these instructions in plain language. They apply to every conversation with that Fellow.
Edit the purpose
Open the AI Fellow editor.
Open Fellow Definition. Optional Use a template imports a starting purpose into the editor.
Save the changes.
Write a useful purpose
A useful purpose covers four areas:
| Area | Description |
|---|---|
| Role | Defines what the AI Fellow represents in the conversation, such as a coach, customer, interviewer, or support agent. |
| Tone | Describes the conversational register: formal, friendly, direct, or warm. |
| Scope | Specifies the topics the AI Fellow should address and the topics it must avoid. |
| Context | Provides any information the AI Fellow needs about the user or the situation. |
Example. "You are a sales coach specializing in B2B SaaS. Your role is to simulate sales meetings with prospective clients. Play a skeptical IT director who needs convincing on ROI before approving a purchase. Challenge the user on integration, security, and total cost of ownership. Assess the user's ability to manage objections in a professional manner."
The purpose is written once and applies to every conversation the AI Fellow holds. If different behavior is required for different audiences, create a separate AI Fellow for each. The number of AI Fellows per company is not capped.