Imagine an AI assistant that represents your company, speaks your customers' language, and understands their needs. It knows which tasks to handle, what falls outside its scope, and when to refer a question to your team.
With the new Persona connector, flespi AI agents can become part of your customer-facing service – with your brand identity, terminology, and instructions tailored to your audience.
Rather than building an assistant from scratch, you can give an existing agent a new identity and define how it interacts with your customers. The agent retains its connected systems and capabilities, while the persona shapes the experience around your product and audience.
From a platform agent to your assistant
A persona defines four things: the assistant's name, the audience it serves, how it presents the technology behind it, and the instructions it follows when interacting with that audience.
For example, users of a fleet management platform are accustomed to talking about vehicles, fleets, and reports. An agent working with the underlying telematics system may use different terminology by default. A persona helps it communicate in familiar terms and frame its capabilities in the context of the platform customers use every day.
You can also choose how the assistant presents itself. With open disclosure, it can mention flespi and connected systems when relevant. With branded disclosure, it presents itself under your product's identity, helping it feel like a natural part of your service rather than a separate third-party tool.
Beyond naming and tone, the persona can specify which tasks the assistant should focus on, what it should decline, and when it should refer a customer to your team. For instance, an assistant for fleet managers might help with account and reporting questions while directing requests outside its scope to the service provider.
Help that goes beyond answers
A customer-facing assistant becomes more useful when it can do more than explain how a platform works.
With the appropriate connectors, a flespi AI agent can work with the systems and data available to it. For example, when a customer wants to create a report, the assistant can discuss their requirements, help design the report using the platform's terminology, clarify the details, and prepare the change for approval.
This is where the persona and the agent's connected capabilities work together. The connectors determine what the agent can access and do; the persona shapes how it guides the customer through the task. Instead of navigating technical settings, customers can describe what they need in their own words.
This is particularly relevant to telematics services, where users may not be familiar with the technology behind the product. A fleet manager wants to understand their fleet and get things done – not learn the names of the systems and entities behind the interface. The persona helps bridge that gap.
One consistent experience across your customer base
The Persona connector is especially useful when you want to offer AI assistance to multiple customers without creating a separate set of instructions for each one.
A telematics platform could provide service providers with an assistant tailored to their role and account management tasks. An integrator could offer fleet customers an assistant inside its own application, giving them a familiar way to interact with the connected telematics system.
The same persona can be assigned to multiple agents. Each agent can work with the relevant customer's connected system and maintain its own conversation history, while the shared persona keeps the assistant's identity and instructions consistent.
If your product terminology changes or you want to adjust how the assistant handles certain requests, you can update the shared persona instead of maintaining separate versions of the same instructions for every customer.
How to get started
Ask your existing flespi AI agent to help you create a persona. Describe who the assistant should serve, what it should do, and how it should communicate. Your agent will help draft the persona, create the connector, and assign it to the agents you choose.
For step-by-step instructions, see the Persona connector guide.