Choose how Rachel sounds
Pick a reply style, name Rachel, and give it instructions.
In Salescom: Rachel > Settings
Open Rachel > Settings.
Name
The name customers see. You can call your assistant anything you like.
Response style
- Professional uses courteous words like "please".
- Conversational is warmer and more informal, like a friendly shop assistant on WhatsApp.
Instructions
Use How should the assistant respond? for anything about tone or habits, such as "Keep replies short" or "Always mention we deliver on Saturdays".
Advanced
Under Advanced you can add example conversations, response guidelines and business rules, one per line. Most shops don't need these.
Remember to publish after changing settings.