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You are not filling in a settings form. You are briefing somebody.

What it is, who it is talking to, how careful to be, what it must never touch, and which pages it belongs on. Every one of those becomes a line in the instruction it is given before the conversation starts.

Book a demoWhere you read it

Every setting here changes something your customer will hear.

Not preferences filed away somewhere. This is the brief it works from, and these four change the conversation more than anything else on the page.

off limits
your list
what that means

Subjects it will not discuss, in your words. These are not discouraged, they are refused — it says the subject is not something it can help with, and leaves it there.

when it does not know
admit it
what that means

It says so plainly, offers whatever nearby thing it is sure of, and does not fill the gap with something that sounds right. Or you can have it make a flagged attempt instead.

what you are optimising for
feature adoption
what that means

It looks for honest openings to show somebody a part of your product they have not used. Set it to support instead and it stops introducing things and starts closing the loop.

openers
a short list
what that means

The questions your users actually arrive with. It offers one in its own words when somebody is unsure what to ask — never read out as a menu.

Four groups, and you can be done with all of them in twenty minutes.

Most of it has a sensible default. The two worth spending real time on are your terminology and your hard constraints.

identity

Who it is

the product's name, as your users say it
what the product does, in your words
who is on the other end — trial user, admin, engineer
your terminology, so it says movement and not shipment
voice

How it speaks

tone, and how long an answer should run
the greeting, and a disclaimer if you need one
language, voice and speaking pace
what to say to somebody in their very first session
judgement

How careful it is

the confidence it needs before it will answer
what it does when it does not know
how much it may do on its own
subjects it must never discuss, as hard constraints
reach

Where it runs

the domains allowed to open a session
which pages draw the launcher, by path
how often it looks at the screen, and when a session times out
whether conversations may be shared, and what feedback it asks for

Three short pieces of writing your customers actually read.

Most of Studio is set once and forgotten. These are the ones somebody meets every time — so they are the ones worth an afternoon.

the greeting

Said once, at the start. It sets what someone thinks they are allowed to ask for, which decides most of what happens next.

“Hi — I'm the product specialist here. I can see your screen, so if something isn't doing what you expect, just say so.”

the first session

What it says to somebody who has never been here before, and only to them. Nobody who has used the product for a year hears it again.

“It looks like this is your first time in — want me to walk you through getting your first import running?”

the disclaimer

Optional, and short if you use it at all. The second half is the part that does any work — the first half was already obvious.

“I'm an AI, and I'll tell you when I'm not sure.”

Two lists do most of the work, and they are both prose.

Rules are followed without exception. Openers are offered naturally, in its own words, and never read out as a list — which is the difference between a colleague and a phone tree.

rulesfollowed without exception
Never quote a price. Hand pricing questions to the account owner.
If someone mentions a failed import, ask for the row number before anything else.
openersoffered, never listed
How do I fix a failed import row?
Where do I add someone to my team?

Four of these matter on day one. The rest have defaults that are right until they are not.

There are eleven areas in here and a new customer does not need eleven. This is the order worth doing them in, and roughly what each one costs you.

01
Your vocabulary
20 minutes

The nouns your customers use, including the ones your own documentation does not. This is the cheapest credibility available and the thing most often skipped.

02
What it must never touch
10 minutes

Price, contracts, whatever else. Write it as you would say it to a new hire on their first morning, because that is exactly the job the sentence is doing.

03
Who it is talking to
10 minutes

Trial user, paying admin, internal team. It changes how much explaining every answer carries, and it is the difference between helpful and patronising.

04
The questions they arrive with
15 minutes

Five or six, from your own support queue. Not a script — somewhere for it to go when a conversation stalls.

Under an hour, and none of it needs anybody technical. The longest part is deciding what you do not want it saying.

Two products, two of these — never one wearing two hats.

If you sell more than one thing, they get separate workspaces. A single configuration hedging between two products produces answers that are wrong for both.

Separate vocabulary

The two products almost certainly call things differently, and the overlap is where the confusing answers come from.

Separate knowledge

Each is walked on its own and answers only from its own map. Nothing from one product can be offered to a user of the other.

Separate records

Even for a company that buys both. What they told you about one is not automatically true of how they use the other.

Appearance is two controls. That is deliberate.

Your colour, and which corner it sits in. Theme, style and label existed and were removed — a thing that can be restyled into anything ends up looking like a broken part of somebody else’s product.

colour

one hex, and it lights the mark's own dots

position

which corner of the screen it rests in

Bring your terminology and the three things it must never say.

That is genuinely most of the setup. Everything else has a default that is right until you have a reason it is not.

Four parts, and none of them is any use on its own.

A map with nobody to ask. A conversation with nothing to draw on. A memory of a product it never learned. The system is the point.

The conversation
What it was given
What it keeps
Your team

The dashboard

What it handled, what it learned, what it could not answer, and which accounts have gone quiet — for the people who own the product.

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Studio

Where you set what it is, how it speaks, what it must never touch, and which pages it appears on. Settings that become instructions.

you are here

Your users are about to have someone.

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it starts working with them the day you install itone line of code · no sdk · no integrations

Your users are already having the conversation. Right now it is with nobody.

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