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Additional features: Welcome Message

Always on. The Welcome message is the first text users see before they type anything. It’s great for setting expectations and offering a clear call-to-action. You can’t disable it, but you can edit it anytime.

What it does​

  • Displays a short, customizable greeting at the top of the chat (supports Markdown: bold, italics, links, bullets).
  • Works alongside other features—mention file upload, voice mode, or key capabilities if they’re enabled.

Edit in the UI​

  1. Open your agent → Edit.
  2. In Additional features, click the gear icon next to Welcome message.
  3. Enter your greeting in the Agent Greeting drawer and close it.
  4. Publish to apply.

Best practices​

  • Keep it short (1–2 sentences).
  • State what the agent can do and give a clear prompt to start.
  • Mention enabled features only if relevant (e.g., uploads, voice).
  • Use Markdown sparingly for emphasis or quick bullets.

Do​

  • “Hi! I can answer HR policy questions and create IT tickets. Upload a file or ask your question to begin.”
  • “Research Assistant — I summarize docs, search the KB, and draft emails. Try: ‘Summarize this PDF in 5 bullets.’”

Don’t​

  • Long paragraphs, sales copy, or instructions unrelated to the agent’s scope.

Examples you can paste​

  • General:“How can I help you today? Ask a question or upload a file to get started.”
  • HR Agent: “I can answer questions about EVS & Global Travel policies and raise support tickets. What do you need help with?”
  • With voice: “You can type or use voice mode. Try: ‘Create a leave request for next Monday.’”