Agent
Identity, Qualification, Tone — the three tabs that shape what the agent says.
The Agent page (/admin/<slug>/agent) is where you train the AI on your voice. Three tabs. Changes apply on the next outbound message or call — no redeploy.
Identity tab
Three fields:
- Agent name (default "Riley") — the first name the agent uses. Shown on the public form and in the system prompt.
- Agent role (default "team member") — e.g. "membership advisor", "head coach", "consultant".
- Location — the business's city or service area. The agent uses it to answer location questions.
All three are also passed to voice as Vapi {{variables}} so the assistant prompt can interpolate them.
Qualification tab
The agent asks one question at a time. This tab defines those questions.
- Goal — the one standard question every business has. "What's the main outcome you're hoping for?" — adapt for your business. The agent always asks this.
- Custom qualifications — array of
{ title, question }items, capped at 20. Add, remove, reorder. Each becomes a topic the agent collects info on. - Disqualifiers — bullet list of clear non-fits. If any apply, the agent calls
markUnqualified, sends a polite send-off, and closes.
Example custom qualifications for a gym
| Title | Question |
|---|---|
| Fitness level | Where are you starting from right now? (beginner / used to train / currently active) |
| Budget | Roughly what monthly budget did you have in mind? |
| Schedule | When would you typically train? (mornings / lunchtimes / evenings / weekends) |
| Location | Whereabouts are you based? |
Example for a B2B SaaS
| Title | Question |
|---|---|
| Company size | How big is your team? |
| Current stack | What are you using today for this? |
| Timeline | Are you looking to make a decision in the next 30 / 60 / 90 days? |
| Budget | What sort of budget do you have for this? |
The agent paraphrases naturally — your wording is guidance, not a script.
Tone tab
A single textarea where you write style notes (up to 4,000 characters). The default is conversational + short messages + emojis sparingly. Operators usually rewrite this for their brand voice.
The text is dropped into the system prompt verbatim, so it can include "Bad / Good" examples, "Question Rules", "Examples", etc. Get specific.
Voice workspaces: variable substitution
When the workspace channel is voice, the Agent page shows a sky banner at the top with a Copy Vapi prompt template button. Click it once, paste the template into your Vapi assistant's System Prompt field, and from then on every Coachbot edit takes effect on the next call — without touching Vapi.
The template uses these {{variables}} (full list shown on the banner):
| Variable | Source |
|---|---|
{{agentName}} | Identity → Agent name |
{{agentRole}} | Identity → Agent role |
{{location}} | Identity → Location |
{{businessName}} | Settings → Rename workspace → Name |
{{leadName}} | Lead's full name |
{{leadFirstName}} | First word of the lead's name (for greetings) |
{{leadEmail}} | Lead's email |
{{leadMetadata}} | Bulleted list of any extra fields from the Public API's metadata bag |
{{qualificationContext}} | Auto-summary of the lead's answers to your Form builder questions (voice only) |
{{qualGoal}} | Qualification → Goal |
{{qualificationQuestions}} | Pre-bulleted list of your Custom qualifications |
{{disqualifiers}} | Pre-bulleted disqualifier list |
{{toneGuidance}} | The Tone tab content |
Voice itself + model + first-message field stay configured in Vapi (those are Vapi-native concerns).