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How To Create Your AI Sales Rep

Name, Personality, Tone

🧭 Overview

Creating your AI sales rep is the first step in bringing your AI-powered team member to life. This short guide walks you through how to set the tone, voice, and personality for your rep, so it sounds like you — and builds trust from the first message.

✅ What You'll Need

  • A clear idea of how you'd like your sales rep to speak (e.g. friendly, formal, playful)

  • Your business name and product/service summary

  • A couple of examples of great customer interactions, if you have them

🪪 Step 1: Give Your Rep a Name

Your AI rep can be introduced as anyone you like — real-sounding, brand-based, or neutral. Some options include:

  • A human-style name (e.g. “Sophie from Acme Co.”)

  • A role-based title (e.g. “The Acme Sales Assistant”)

  • A slightly playful take (e.g. “Captain Conversion” – yes, really!)

🧠 Tip: Human names usually increase response rates, but use what matches your brand best.

🧠 Step 2: Define Their Personality

You don’t need to overthink this — just pick a few traits. For example:

  • Friendly, clear, and helpful

  • Professional, direct, and efficient

  • Curious, confident, and consultative

This helps the AI know how to “sound” in its replies. You’ll always be able to adjust later.

💡 Try this: “My rep should sound like someone who knows their stuff, but never pressures or pushes the customer.”

🎯 Step 3: Set the Tone of Voice

Your AI rep should speak the way your best team member would. Ask yourself:

  • Do we use emojis and informal phrases? Or do we stay buttoned up?

  • Should the tone be confident? Warm? Humble? Authoritative?

  • Should the rep use technical language or keep things super simple?

Choose one of these presets (or customise later):

  • ✨ Friendly & Approachable

  • 💼 Professional & Concise

  • 🔍 Insightful & Consultative

  • 🎉 High-Energy & Casual

📝 Example Setup

Name: Sophie
Role: AI Sales Rep at Acme Co.
Personality: Friendly, knowledgeable, non-pushy
Tone of Voice: Clear and approachable, no jargon, helpful like a real team member

🔁 Can I Change This Later?

Yes! You can tweak the name, personality, or tone at any time in your AI rep’s settings. Your AI will instantly adapt to the new guidance.

🚀 Next Step

Now that your rep has a voice, you’ll move on to training it with product knowledge and setting boundaries for what it can (and can’t) say. Head to [Training Your Rep: Adding Knowledge & Guidance →].