When setting up your AI Assistant, Aura, one of the most important steps is writing a detailed project description. This description helps Aura understand your company, what you offer, who your customers are, and how to communicate effectively on your behalf. Think of it as the "onboarding session" for your AI teammate.
The more detailed and clear your description is, the better Aura will perform when engaging with your customers. This is especially true for ensuring Aura uses the right tone, understands your products or services, and provides relevant and accurate support.
What to include in your project description
Here’s what you should add to create a helpful and effective project description:
1. Company overview
Start by introducing your business. Include:
Company name
Industry or market
Core products or services
Your mission or unique value proposition
Example:
“We are Brightly, a B2B SaaS platform helping marketing teams create data-driven campaigns. Our main product is a campaign automation tool that integrates with over 30 CRM and analytics platforms.”
2. Target audience
Describe who your customers are. This helps Aura tailor its tone and approach.
B2B or B2C?
Are they small businesses, enterprises, or individuals?
What challenges are they trying to solve by using your product?
Example:
“Our customers are mainly marketing managers at mid-sized tech companies who want to save time automating campaign workflows and gain better insights into performance metrics.”
3. Training aura: setting the context
Let Aura know who she is and who she works for. This helps her craft responses that reflect her role correctly.
Suggested wording:
“You are Aura, a Customer Support AI agent that works for [Your Company Name].”
Final tips for writing your project description
Use simple, clear language
Keep it concise, but detailed enough to provide context
Update your description as your product evolves
This information, combined with well-maintained help center articles and canned responses, will empower Aura to deliver exceptional support—24/7, in any language, and always on-brand.