Customizing your AI Agent

Last Updated 23/05/2025

Your AI agent is the face and voice of your business,  the first point of contact for your customers. Setting it up properly ensures that every interaction feels personal, professional, and aligned with your brand. In this step-by-step guide, we’ll walk you through how to customize your AI agent inside Neexa. 

In This QuickStart Guide, We’ll Cover:

• Adding a Profile Picture
• Giving your AI a name
• Setting a greeting message
• Choosing the AI role
• Assigning you AI to a business

1. Add a Profile Picture

Your AI’s profile picture helps build trust and makes interactions feel more human.

Go to your Unibox Click on Settings Icon next to the AI agent button .

In the AI Profile tab click the pen icon on the profile picture Upload a 500x500px image Click Create.

💡Tip: Choose a friendly, professional avatar that fits your brand style and represents your business.

2. Give Your AI a Name

Names give your AI personality and help customers know who to reference to when talking to someone else in your business.

scroll down to Agent Name Type in your preferred name (e.g., Nia) Click on Save

💡Tip: Keep it short, friendly, and easy to remember. Your AI’s name will appear in all customer chats

3. Set a Greeting Message

First impressions matter, your greeting sets the tone for every interaction.

scroll to Greeting Message Type your welcome message Click Create
Example: “Hi there! 👋 I’m Nia, welcome to our website. How can I help you today?” .

💡Tip: Make it warm, helpful, and brand-appropriate. Emojis are welcome if they match your tone!

4. Choose the AI Role 

Decide what your AI is responsible for, sales or general inquiries.
In the AI Profile tab find the AI Role dropdown Choose between:

• Sales Assistant – Helps drive product sales, recommends items, and handles customer objections.
• Inquiry Assistant – Best for answering general questions and supporting customer service.

💡Tip: Pick the role that matches your current priority. Want both? You can always switch roles later,  or even create a second AI agent to handle the other role separately (e.g., one for sales, one for inquiries).

5. Assign Your AI to a Business

Link your AI agent to a specific business profile to ensure it responds with the right information.

Scroll to Business Click dropdown Select a business (or create New Business) Click Create .

💡Tip: Each AI can be tied to a different business, so if you manage multiple brands, you can set up unique AI agents for each.

You’re All Set!

Once you’ve completed these steps, your AI agent will be fully customized and ready to interact with your customers like a true team member. Don’t forget, you can always come back and tweak settings as your business evolves.