The persona settings for your agent control how it presents itself to students — its name, avatar, communication style, and your institution's branding and contact information. Getting these right ensures your agent feels like a natural extension of your team.
Accessing persona settings
In the left sidebar, select your agent under Agent.
Click Agent Settings.
Click the Persona tab (top toolbar to the right of channels).
Name and avatar
Set the name your agent uses when communicating with students. Most partners use a first name (e.g. "Finny" or "Alex") rather than a generic label — it makes conversations feel more personal.
Upload an avatar — a profile image or icon that appears alongside the agent's name in conversations.
Personality
The personality setting shapes your agent's tone and communication style. You'll see a style tag (e.g. Informal, Professional) and a short description of what that style means in practice.
Choose a personality that reflects how your institution communicates with prospective students. If your team is warm and conversational, pick a style that matches. If you're more formal, pick accordingly — the agent will follow that lead across all channels.
Voice
The voice setting applies to phone calls only. Select a voice from the dropdown — this is what students will hear when they call in or receive a call from your agent.
Brand
Brand settings are used for marketing emails and other branded materials your agent sends.
Primary brand color — your institution's main color (hex code)
Secondary brand color — a supporting color used for accents
Logo for light backgrounds — your logo as it appears on white or light-colored surfaces
Logo for dark backgrounds — your logo as it appears on dark or black surfaces
Upload both logo variants if you have them — the platform will use the appropriate version depending on the context.
Contact information
Contact details are surfaced to students when they ask how to reach your team directly.
Address — your office or campus address
Website — your institution's website
Phone — a main contact number
Email — the best email for students to reach you
Keep these up to date so students always have accurate information.
Social media
Add links to your institution's social profiles so students can connect with you outside of the platform.
Supported platforms: Facebook, X (Twitter), YouTube, Instagram, TikTok
Leave any fields blank that don't apply — they won't be shown to students.
Disclosure
The Disclosure settings control what information your agent surfaces when students ask about its nature or your institution's policies — for example, how the agent identifies itself as AI-powered. Contact your CollegeVine success manager to review and configure disclosure settings for your account.