Create a persona and policy

A persona defines conversation behavior. A policy controls runtime behavior and available actions.

Persona

Go to Bot → Personas, select Add persona, and enter concise instructions. Add a short welcome message if the provider should open the call. Assign the persona to the Bot and save it.

Policy

Go to Bot → Policies and select Add policy. For a basic voice session, configure only the VAD, barge-in, or call-memory settings that you need. Assign the policy to the same Bot and save it.

Functions, adapters, and an intent router are optional for the first call. Add them when the assistant must perform SIP actions, call external APIs, publish queue work, or run a pipeline. Every referenced resource must share the policy's Bot assignment.