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 and Chat show a live preview beside the settings, so you can see the result before you save. On the Phone tab, Listen plays a greeting the way callers hear it.
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. On Identity, Email and Chat every section carries a label saying which applies, and on the Phone tab a voice change names the other workspaces it reaches, so 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 | Greetings, one per language | The workspace |
| Phone | Voice per language | 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 Phone tab lists your Greetings: one row for each language your calls can be in, the workspace’s operating language first, then the other languages the brand supports. Each voice channel has a language, and a call opens in it.
Each row is marked Operating language or Supported language and names the assistant, the voice that speaks the language and the voice channels that open in it. A row says when its greeting is missing or not confirmed, and reads Incomplete when the callers of a voice channel hear the standard opening line because of it. Listen plays the greeting in its voice. Change opens the language’s greeting beside the list, and Add language, at the top of the page, takes you to the brand’s languages.
Greeting is what callers on voice channels in that language hear when the call connects, unless the voice channel has a greeting of its own. It belongs to the workspace, so each workspace has its own greeting in each language. Leave it empty and callers hear the standard opening line in that language, built from the assistant’s name. The standard line tells the caller they are speaking with an AI assistant and that they can ask for a person at any time. It is oHallo’s recommended wording; once you write your own greeting, whether and how you offer a person is up to you. Listen, under the greeting, plays it as it stands in the box, saved or not, in the voice chosen below.
Beneath the greeting is a checkbox confirming that it tells the caller they are speaking with an AI assistant. A greeting saves only when its wording says so, in its own language, and the box is ticked, and your confirmation is recorded with who made it and when. Editing the greeting asks for a fresh confirmation, and a confirmation covers its own language. Until a greeting is confirmed, callers hear the standard opening line in that language instead of it, so nothing is ever added to what you wrote, and a caller always hears the opening line in the voice channel’s own language.
Voice is the voice the language is spoken in. It belongs to the brand, so a change is heard in every workspace, and the greeting’s panel names the other workspaces it reaches. Narrow the voices by gender; each voice’s Listen speaks the same greeting, so you choose by ear. These Listens play once the greeting has text. A language with no voice chosen is spoken in the default voice.
Save writes the greeting and the voice at once. Remove greeting clears the language’s greeting after asking you to confirm. A voice channel’s own language and greeting are set on the voice channel, under Settings, then Channels.
Saving
Section titled “Saving”On the Identity, Email and Chat tabs, Save changes at the bottom of the page saves everything you changed on them in one step, whether it belongs to the brand or the workspace. A greeting and its voice save with their own Save.