From the Agent workspace, select Customize appearance. The Customize page is titled Customize widget voice and look and controls how the Agent presents itself to website visitors.
The Persona section contains the visitor-facing Display name.
This is separate from the Agent Name used internally in the workspace.
For example, an internally named Agent such as “Website Sales Agent” could display a visitor-facing Persona name such as “AIUNIFY Assistant.”
The Theme section provides:
Use these controls to align the Chat widget with the website's visual identity.
The interface provides preview swatches for both colors.
The deployed Customize page provides three position choices:
Select a position based on the website's layout and other floating controls. For example, use Bottom left when the right edge is already occupied by another widget or important control.
The Customize page includes a Live preview that provides an approximation of the visitor experience.
The preview can reflect the Persona Display name, theme styling, and other visitor-facing configuration while you edit.
Use Settings for Agent identity/instructions, Retrieval confidence, origins, paths, Auto-Indexing, and installation.
Use Customize for the visitor-facing presentation, Lead form behavior, response guardrails, and starter prompts.
After reviewing the visitor presentation, select Save customization.
For meaningful live changes, test the Agent and follow the Agent's publication workflow as appropriate before assuming the changed visitor experience is ready for production.