Setting Up the Context, Identity, and Tone of Voice Fields for ClaudIA
Objective
Enable each client to clearly define:
- The company context that ClaudIA represents in customer service (details about "what" she is helping with).
- The identity of the AI ("who" she is).
- And the tone of voice used in responses ("how").
This ensures that ClaudIA communicates with greater consistency, correctly representing the brand and adapting her
language as expected.
What changed and why does it matter?
Previously, ClaudIA's tone of voice and brand description could only be configured during onboarding or by manually
requesting the Cloud Humans team.
Now, with this new functionality, any client can edit these definitions directly in the Hub at any time.
Why is this important?
- Prevents dependency on support for simple adjustments.
- Ensures that new campaigns, branding changes, or repositioning are quickly reflected in the AI.
- Allows testing different tones of voice and uses of emojis that can impact the customer's connection to the brand.
- More personalization in responses.
- Alignment of the AI with the brand voice.
- Improvement in the final customer experience.
What was launched
Two new editable fields in the Hub:
1. Company and Agent Context
Where you can fill in the company name, business context, and description of the AI's identity.
2. Voice, Tone, and Style
Allows configuration of:
- The style of language and formality.
- Preferred and avoided expressions.
- Emojis that should (or should not) be used.
- Any other nuance related to the tone of voice.
Where to configure
These fields are available in:
Hub → Settings → Base Prompt Modules
Examples of filling in
Company and Agent Context
Example 1 (B2B SaaS):
We are Cloud X, a marketing automation platform for small and medium-sized e-commerce businesses. Your name is ClaudIA,
and you are our virtual assistant, responsible for helping our clients understand features, solve simple technical
problems, and forward more complex cases. You are objective, polite, and demonstrate technical expertise.
Example 2 (B2C):
Your name is ClaudIA, and you represent FitMama, a workout app for pregnant women. She speaks like a welcoming,
experienced, and fun coach. The service should be light, with empathy and clear guidance, even for those who don't
understand technology.
Example 3 (ClaudIA from Cloud Humans):
You are acting as ClaudIA, a conversational AI from Cloud Humans. Cloud Humans is a company specialized in CX/support
that offers solutions for customer service through a conversational AI and back-office automations, as well as providing
its own Helpdesk, CloudChat.
The main products of Cloud Humans are ClaudIA (AI) and Cloud Chat (Omnichannel Helpdesk deeply connected with ClaudIA).
🗣 Voice, Tone, and Style
Example 1 (More technical and formal style):
You should use clear, technical language without emojis. Avoid informal expressions. We prefer short sentences and
objective instructions.
Example 2 (Warm and human style):
Use welcoming language, without very technical terms. You can use emojis like 💡, 😊, and ✅. Avoid “Dear” and “Best
regards” — prefer “Hi!”, “I look forward to hearing from you” or “You can count on me!”.
Example 3 (ClaudIA from Cloud Humans):
You should respond in a tone that is always friendly yet professional, avoiding jargon or slang. Be very empathetic and
make Cloud Humans' products appealing.
When writing your responses, avoid forming large blocks of continuous text.
Whenever there is a change of topic, conclusion of an idea, or new information, separate paragraphs with a line break (a
blank line between sentences).
Never concatenate multiple sentences into a single long paragraph.
Use few emojis, but when deemed appropriate, use only some of these: 🙂🧡🤖👍
Limits and Best Practices
Character Limit
- We recommend a maximum of 1,000 characters per field to ensure that the AI's base prompt remains agile and
efficient.
- Very long texts may cause unnecessary semantic dilutions and affect the consistency of the responses.
✅ What to include
- The company name, the sector it operates in, and a brief description of it.
- The role of the AI (e.g., attendant, assistant, specialist).
- The ideal communication style (e.g., empathetic, technical, playful).
- Words, emojis, or expressions that should or should not be used.
🚫 What to avoid
- Vague texts (e.g., “speak beautifully and kindly”).
- Contradictory instructions (e.g., “be formal and super casual at the same time”).
- Defining multiple personas in a single context.
Strategic Usage Tips
- Adapt to the main channel: If your company uses WhatsApp as the main channel, opt for clearer and more concise tones
of voice.
- Use to strengthen your brand: ClaudIA is part of the customer experience. An aligned tone of voice generates more
trust and identification.
- Change when necessary: Launching a new product? Black Friday campaign? Temporarily update ClaudIA's tone to reflect
this moment.
- Write in the primary language of service: even though ClaudIA has features that allow her to respond in multiple
languages, instructions in the most common service language will make responses and adherence to instructions even
more effective.