How to configure Clarity agents

This guide explains how to build and modify agents in Clarity's back office.

Prerequisites

Catalog data

Upload the product catalog into your project using the catalog import process. The Clarity agent references this catalog data to generate relevant responses. Update this data regularly to ensure relevant results.

Clarity agent permissions

Ensure you have the "Clarity User" permission to edit the agents.

Create an agent

  1. Go to the Personas sub-section in the Clarity back office.

  2. Click +New personality.

    Go to the Personas sub-section to create a new agent.

    Go to the Personas sub-section to create a new agent.

  3. Name the agent and choose the product catalog. Click Create.

    Add a name and catalog for the agent.

    Add a name and catalog for the agent.

  4. Two tabs appear: Catalogs and Settings. Set the agent’s appearance, data sources, and tone of voice.

Settings

The Settings sub-section contains the following tabs:

  • General: Personalize the Clarity agent.
  • Data sources: Add data sources the agent uses to answer questions.
  • Tone of voice: Define the Clarity’s tone of voice.
View agent settings under each tab.

View the agent settings under the tabs.


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Warning

The UI displays a non-functional Advanced sub-section. We'll add new settings to this section in a future release.

Catalog

The Catalog sub-section contains the following:

Update product feed using the catalog tab.

Update the catalog using the Catalog tab.

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Warning

The UI displays a non-functional Attributes sub-section. We'll add new settings to this section in a future release.