Assistant
Settings, then Assistant is where you configure how your assistant presents itself to customers. Everything on this page is something a customer sees or hears.
The page has four tabs. Email, Chat, and Phone show a live preview beside the settings, so you can see the result before you save.
What belongs where
Section titled “What belongs where”Some of these settings belong to the brand and are shared everywhere that brand is used. Others belong to the workspace, because they change per market or legal entity. Three of the four tabs mix the two, so every section carries a label saying which applies, and you always know how far a change reaches.
| Tab | Section | Applies to |
|---|---|---|
| Identity | Photo, name, title, personality | The brand |
| Sender: the From name on outbound mail | The brand | |
| Company block and Additional lines | The workspace, because the legal entity differs per market | |
| Chat | Sender line: how the assistant is named above each message | The brand |
| Chat | Live chat widgets in this workspace | The workspace |
| Phone | Opening line and Lines | The workspace |
| Phone | Spoken voice, one per language the brand operates in | The brand |
Identity
Section titled “Identity”The name is used in one place on each channel: the sender block on email, the message line in chat, and how the assistant introduces itself on a call. Setting it once keeps those consistent.
Personality is how replies are written: how long, how warm, how formal. Choose one of the four presets and edit the text to make it yours. This is separate from Brand instructions on the brand page, which is your standing business guidance about what you do and do not offer. Personality is how the assistant speaks; brand instructions are what it knows about how you operate.
The company block at the foot of every reply is composed automatically from the workspace’s legal entity: the registered name, address, and registration number. Several countries require those details on business correspondence, and composing them means each workspace signs with its own registration rather than inheriting the wrong one.
If any part is missing, the page tells you which, and shows you what the block looks like without it. Fill the gap under Settings, then Workspaces.
Additional lines are yours to write freely, and appear below the composed block. Use them for social links, awards, or a disclaimer.
Sender line is how the assistant is named above each message it sends, and it belongs to the brand.
Live chat widgets lists the widgets in this workspace. The preview shows one of them live, exactly as a visitor sees it. Theme, prompts, origins, and the embed code stay with the widget itself under Settings, then Widgets.
The opening line is what callers hear when the call connects. Leave it empty and callers hear a default line built from the assistant’s name, in the workspace’s operating language.
Beneath it is a checkbox confirming that your greeting already tells the caller they are speaking with an AI assistant. Leave it unchecked and oHallo appends its own acknowledgement to whatever you have written, so the caller is always told. Tick it only when your own wording already says so. Your confirmation is recorded with who made it and when.
Lines shows the phone numbers in this workspace and whether each uses the opening line above or announces itself differently. A line can override the greeting, and you set that on the line.
Spoken voice is one voice per language the brand operates in. Each workspace speaks the voice matching its language, so a change here is heard in every workspace using that language.
Saving
Section titled “Saving”Each section saves on its own. A Save button appears in a section’s header as soon as you change something in it, and only that section is saved, so you can edit one thing without touching the rest.