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How to Edit Persona & Pricing (Pro/Premium)

How to Edit Persona & Pricing (Pro/Premium)

Pro and Premium plans give you direct control over how your chatbot sounds and what it says about pricing. Here's how to use that control.

What Is a Persona?

The persona is the chatbot's "personality" — how it talks, what tone it uses, how formal or casual it is. A well-tuned persona makes the bot sound like a natural extension of your brand.

Editing the Persona

In the portal, go to Chatbot → Persona Settings.

You can configure:

• Tone — Friendly, Professional, Technical, or Casual
• Formality — How formal the language should be
• Empathy level — How much emotional acknowledgment the bot offers
• Vocabulary — Plain English vs. technical HVAC terminology
• Persona prompt — A short description of how the bot should behave

Example Persona Prompt:

"You are a friendly, knowledgeable HVAC dispatcher for Mike's Heating & Air in Dallas. You speak plainly, avoid jargon unless the customer uses it first, and always prioritize getting the customer's immediate needs addressed before asking for contact info."

Editing Pricing

Go to Chatbot → Pricing Configuration.

For each service, you can set:

• Service name — "AC Repair," "Furnace Replacement," etc.
• Pricing model — Flat rate, range, or "call for quote"
• Minimum price — Lowest price you'd quote for this service
• Maximum price — Highest typical price
• Pricing notes — What determines the actual price (home size, system type, etc.)
• Promotional pricing — Seasonal or limited-time offers

Testing Changes

After making edits, use the Test Chat feature in the portal. Type questions a customer would ask:

• "How much for a new AC?"
• "Do you charge for diagnostics?"
• "What's your maintenance plan cost?"

See how the chatbot responds with your new settings. Iterate until it sounds right.

Pro vs. Premium Capabilities

| Feature | Pro | Premium |

|---|---|---|

| Persona editing | Basic tone & style | Full custom persona prompt |

| Pricing rules | Per-service pricing | Conditional pricing (by season, area, urgency) |

| Conversation flows | Pre-built templates | Custom flow builder |

| A/B testing | — | Test two personas side by side |

Best Practices

• Be specific — "Friendly but professional" is better than "nice"
• Use real phrases — if your techs say "we'll get you squared away," teach the bot that
• Update seasonally — summer pricing, winter promotions, spring maintenance push
• Review monthly — check conversation logs to see if the persona is working