Customizing Your Agent
Configure your AI agent's personality, behavior, and appearance to match your brand
FutureBase lets you customize how your AI agent looks, sounds, and behaves. This guide covers all the ways you can tailor the experience to match your brand and support style.
Playground & Styling
The Playground is your live preview and configuration center. Every change you make is reflected in real time, so you can see exactly how your agent will look and respond before customers interact with it.
Chat Widget Appearance
Customize the visual style of your chat bubble:
- Accent color — set a primary color that matches your brand
- Theme — choose between light, dark, or auto (follows user's system preference)
- Position — place the widget on the left or right side of the screen
- Welcome message — the greeting shown when a visitor opens the chat
- Placeholder text — the hint displayed in the message input field
Agent Behavior
Configure how your agent responds:
- Response tone — set the conversational style (professional, friendly, casual, technical)
- Custom instructions — provide specific guidance on how the agent should handle certain topics, what information to include or exclude, and how to escalate issues
- Language — set the default response language or let the agent auto-detect based on the customer's input
Custom instructions are powerful — use them to tell your agent about your company's policies, preferred terminology, or specific response patterns you want to follow.
Branding
Widget Branding
From your agent settings, you can configure:
- Agent name — displayed in the chat header
- Agent avatar — your logo or a custom image
- Company name — shown in the chat footer
Consistent Voice
To maintain a consistent brand voice across all channels:
- Set your preferred response tone in the Playground
- Add custom instructions that describe your brand voice (e.g. "Always be concise and actionable. Use first-person plural 'we' when referring to the company.")
- Test with various question types to verify consistency
Integration-Specific Settings
Each connected integration has its own settings that let you customize behavior per channel:
Slack & Discord
- Response delay for message batching
- Channel restrictions (limit which channels the bot responds in)
- Thread behavior
Chat Widget
- Auto-open behavior (open the chat automatically after a delay)
- Pre-chat form (collect name or email before starting a conversation)
- Notification sounds
Testing Changes
Always test your changes before they go live:
- Make your configuration changes in the Playground
- Use the live preview to test different question types
- Try edge cases — questions your agent might struggle with
- Verify the visual appearance matches your brand
Changes to agent settings (like custom instructions and tone) take effect immediately for new conversations. Ongoing conversations may still reflect previous settings until the session ends.
Best Practices
- Start simple — begin with sensible defaults and iterate based on real conversation data
- Review regularly — check conversations weekly to spot areas for improvement
- Be specific with instructions — vague instructions produce vague results
- Test across channels — if you use multiple integrations, test each one
- Document your configuration — keep notes on why you chose specific settings so your team can maintain them