Your Agent's Identity — The Role Node (Blue)
Tell your agent who it is — its name, job, and personality.
4 min readWhat does this node do?
The Role node is where you tell your agent who it is. Think of it like writing a name tag and a one-line job description. Every good employee needs to know their name and their job before they start working — your AI agent is no different.
How to open it
Click the blue box labeled "Role" on your canvas. It will expand and show you all the fields you can fill in.
Clicking the blue Role node on the canvas and watching it expand to reveal the form fields
Video • 10 seconds
Agent Name
This is your agent's name. It can be anything — Support Sam, Marketing Maya, Helper, or even just your company name followed by "Assistant."
Why does this matter? It helps the AI stay in character, like an actor who knows their role. When you give the agent a name, it behaves more consistently because it has an identity to anchor to.
See how the preview changed? Your agent now introduces itself by that name.
Agent Type
This was set automatically when you picked a template, but you can change it anytime using the dropdown. It tells the AI what kind of assistant it is — customer support, marketing, data analysis, or general-purpose.
See how the preview changed? The agent adjusts its behavior based on the type you select.
One-Line Job Description
In one short sentence, what is your agent's #1 job? You have 60 characters, so keep it tight. Think of it as the answer to: "What do you do here?"
Here are some examples for different businesses:
Bakery
"Answer questions about our menu and take orders."
Online Store
"Help customers find products and track orders."
Consulting Firm
"Schedule calls and answer service questions."
Restaurant
"Share our menu, hours, and handle reservations."
See how the preview changed? The agent now knows exactly what its main job is.
Company / Brand Name
Type your business name here. This is how the agent will refer to your company when it talks to people. Simple as that.
See how the preview changed? The agent now mentions your business by name.
Personality Traits
Pick 1 to 3 personality chips that describe how you want your agent to come across. These shape the "vibe" of every response.
Here's what each trait means in practice:
Friendly
"Hey there! Great question — let me help you with that."
Professional
"Thank you for reaching out. Here is the information you requested."
Empathetic
"I totally understand how frustrating that must be. Let's sort this out together."
Witty
"Returns? We make those easier than forgetting your password."
See how the preview changed? The agent's tone shifts based on the traits you picked.
What if I mess up?
Filling out each field in the Role node from top to bottom — typing a name, selecting agent type, writing a job description, entering a company name, and clicking personality chips — with the preview updating after each change
Video • 60 seconds
You just gave your agent a name, a job, and a personality. It knows who it is now. Next, you'll decide how it communicates — how formal, how long, and whether it uses emoji.