Agent Profile

Updated by Zoe Ngan

Agent Profile

Cloud employees are your AI assistants that can be used to handle phone and email outreach, follow up and more.

1. Click "Cloud Employees"

To create a new cloud employee, log in to Signals. Then click on the Cloud Employee tab on the left sidebar.
Click 'Cloud Employees'

2. Click Here

Go to add new employee in the top right corner. This will take you to the Employee Onboarding page.
Click Here

3. Select an Employee Type

Once on the employee onboarding page you will find the employee type box. In this portion of the page, you can select an employee type for your new cloud employee. This includes chat, voice, and inbound and outbound calling employees.
Select an Employee Type

4. Choose an Objective

Next, choose an objective for your cloud employee.
Choose an Objective

5. Use the Cloud Employee Settings to Customize Your Employee

After selecting your employee type and objective, you can adjust your cloud employee settings. On this page, you can customize your employee to fit your exact needs and preferences.
Use the Cloud Employee Settings to Customize Your Employee

6. Determine Your Employee's Profile

In the Profile section, you'll be able to give your Cloud Employee a name, role, and department to help distinguish it from your other cloud employees. You can also preview your employee's voice.
Determine Your Employee's Profile

7. Click the Pencil to Change Your Employee's Image

To change the employees picture, click on the pencil icon in the top right corner of the employee's image.
Click the Pencil to Change Your Employee's Image

8. Determine Your Employee's Identity

Determine your employee's identity in the employee identity box. This includes information on tasks the employee should complete and context it should know.
Determine Your Employee's Identity

9. Choose Your Employee's Style

In the style guide box, located beneath the employee identity section of the page, you determine your employee's main traits as well as guidelines for how it will speak with and respond to people.
Choose Your Employee's Style

10. Choose Your Employees Opening Message

In the Welcome Message box your can choose the opening message for your employee. You can also determine how visitors will be able to respond.
Choose Your Employees Opening Message

11. Write Out Talk Tracks For Your Employee to Follow

Beneath the Style guide box is the talk tracks box. Here you can create a step-by-step guide for how your employee should respond, ensuring that the messages are tailored to meet your specific needs
Write Out Talk Tracks For Your Employee to Follow

12. Write Example Conversations For Your Employee to Follow

In the example conversations box, you can include example conversations to further illustrate how you want your employee to communicate and respond.
Write Example Conversations For Your Employee to Follow

13. Choose What Data is Captured During Conversations

Use the data capture field located at the top right side of the cloud employee settings page to choose what data is being captured during the conversation.
Choose What Data is Captured During Conversations

14. Create a Custom Field for Data Capture

To create a custom field for data capture, click the Create button in the Data Capture section. Once added, the custom field will automatically collect and store relevant information from the conversation.
Create a Custom Field for Data Capture

15. Add Capabilities to Customize Your Employee

On the right side of the Cloud Employee Settings page, you can add capabilities to your employee, such as looping in teammates, booking meetings, and more
Add Capabilities to Customize Your Employee

16. You Can Add a Knowledge Base to Feed The Employee Information

To give your employee additional information. Select a Knowledge base you have previously created. To learn how to create a knowledge base, see the help docs for knowledge base.
You Can Add a Knowledge Base to Feed The Employee Information

17. Determine the Employee's Sentiment

You can adjust the employee's temperature setting to control the tone of its responses in the sentiment portion of the cloud employee settings page.
Determine the Employee's Sentiment

18. Here You Can Add a Webhook URL

In the Webhook URL section which is located at the bottom right hand side of the page, you can add a webhook URL to send data from the employees conversations.
Here You Can Add a Webhook URL

19. Activate Your Employee

After customizing your employee you can activate it by selecting the active switch at the top right of the page. If it is green, then your employee is active.
Activate Your Employee

20. Test Your Employee

You can also test your employee. To do this, selected Role Play located at the top right of the Cloud Employee Settings page.
Test Your Employee

21. Save Your Changes

To save changes you make to your cloud employee, select the save option at the top right of the page.
Save Your Changes


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