Give your Secretary a name, a face and a personality
Choose how the Secretary introduces itself and how it speaks, from warm and professional to crisp, playful or mirroring the customer.
Everything here is under Secretary → Settings (also reachable from Store → Secretary).
Name
The name your Secretary uses on your page and in messages: "Hi, I'm Ada, the assistant for Glow & Co." Leave it blank to use "Secretary". A first name feels more natural to customers than a brand name; pick something you would happily say out loud in the shop.
Photo
The photo appears next to every message in the chat. A headshot, an illustration, your logo mark or your mascot all work. It is compressed automatically; JPG or PNG.
Personality
The personality sets tone, not facts. Whatever you pick, prices, times and policies come from your data.
- Default: warm & professional. Friendly, upbeat, tidy. The right choice for most businesses.
- Crisp & professional. Minimal, formal, no small talk, few emojis. Clinics, consultants, legal, finance.
- Mirror the client. Matches whatever language and style the customer uses. Good if your customers range from formal to very casual.
- Street smart: American vibe. Casual and high-energy, never sloppy on the details.
- UK: proper and warm. British warmth and cadence.
- The comedian: light and playful. Genuinely witty, and it never jokes about the details that matter.
- Regional flavour options that use local phrasing when it fits, for businesses whose customers talk that way.
Changing the personality applies to new conversations immediately. Read a few transcripts in Messages after switching to make sure it lands the way you want.
Ask for phone number
With this on, the Secretary asks for a phone number during booking so it can send WhatsApp or SMS reminders. With it off, reminders are email only. On Pro and Business, leave it on: the reminder is what cuts no-shows.