Initially, you will find auto-generated instructions based on your onboarding selection. You can adjust these or add new instructions at any time.

The customization options for NoForm.ai allow you to personalize the chatbot's interaction style and define its personality, enhancing its alignment with your specific requirements. Here's how you can utilize these options:

Your NoForm.ai Assistant comes pre-configured with smart, auto-generated instructions based on your onboarding choices. These defaults are designed to get you started quickly — but the real power lies in personalizing them to match your business tone, goals, and customer experience.
This guide explains each section of the Assistant Setup tab and how adjusting them helps you get the best results.

Defines the purpose and behavior of your assistant — such as Sales Assistant, Support Assistant, or Navigation Assistant.
Each role comes with pre-written rules that guide how the assistant helps visitors (for example, focusing on lead qualification or helping users find the right plan).
​Tip: The clearer the role, the more relevant the assistant’s answers will be.

Controls your assistant’s communication style — its voice and manner of speaking.
Default styles include options like Professional & Polished, Friendly & Conversational, or Direct & Efficient.
​Tip: Choose the tone that best reflects your brand personality. A roofing company might prefer a confident, straightforward tone, while a wellness brand may benefit from a calm, empathetic one.

Contains the core details your assistant needs to talk confidently about your products or services — such as features, benefits, and differentiators.
​Tip: Keep it short and factual. Include what makes your offer unique, but skip internal jargon. The assistant uses this data to explain your value clearly to potential leads.

Explains your pricing approach, plans, and refund policy.
​Tip: You don’t need to share exact prices if they vary — simply guide users toward your pricing page or a call with your team. The assistant will phrase it naturally (“Our team can share a detailed quote after learning about your project.”).

Describes how a visitor can become a customer — booking, signing up, or purchasing.
​Tip: This helps the assistant give step-by-step guidance, increasing conversion rates.

Defines how and when the assistant should hand off a conversation to a human.
​Tip: Add calendar link to book a meeting with your team. This ensures smooth transitions and keeps visitors satisfied.

Helps your assistant explain why you’re different — what makes your service stand out from competitors.
​Tip: Keep it positive and factual. Focus on strengths, not on criticizing others.

Guides your assistant in helping users with common issues or questions.
​Tip: Add 2–3 examples of frequent support requests. This improves accuracy and reduces unnecessary support tickets.

Defines your assistant’s primary language and any multilingual capabilities.
​Tip: If your audience speaks multiple languages, specify preferred phrasing or greetings in each language. NoForm.ai can seamlessly switch to match your visitor’s input.

Pre-generated content gives your assistant a strong foundation, but personalization makes it truly yours.
By adding your tone, values, and specific product details, you turn a generic chatbot into a powerful brand representative — one that engages visitors authentically and drives more conversions.

Changes are saved automatically as you move the focus from the AI Instructions text field to any UI element. You will see the following notification at the top right of your screen confirming the save:

Once changes to AI Instructions are saved, the test chat will be reset with the new instructions applied. Saving modifications do not affect embedded chat, chat bubbles, or shared chat.

Publishing AI Instructions means applying the new instructions to your Assistant. Before publishing, you must confirm this action, as it will affect the Embedded chat, Chat bubble, or Shared chat. After the confirmation, you’ll see a notification at the top right of your screen indicating that the new AI Instructions have been published.

The Discard option reverts unpublished edits to the latest version of the AI Instructions. You must confirm this action in a dialogue.