
Getting around the configuration screen
When you open a Genie, you land in one of two places:- Setup canvas — new or unfinished Genies open on a guided, step-by-step, full-screen presentation. Each step (Add knowledge, Choose a voice, Add your brand, Add a number, Take it live) opens its own editor inline. A completed step shows a Done badge; a step you don’t need can be marked Not for me (and brought back with Add it back). View all features (or the X close button) exits to the full settings view; your choice is remembered per Genie.

- Full settings — the complete stack of configuration cards. An Explore setup checklist link returns you to the guided canvas at any time.
- Back returns to your Genies list.
- A List / Grid toggle changes how the cards are laid out (on desktop).
- Quick-jump links scroll you to each section.
- Delete permanently removes the Genie, after a confirmation (“Are you sure you want to delete ? This action cannot be undone.”).

- Click the avatar, or the Quick Test button — opens a test sheet with equally prominent Chat and Voice tabs. Chat opens first: type a message to test replies without a microphone. Choose Voice (click the avatar, or Start Voice Conversation) for a spoken conversation. Switching tabs ends the current test and starts a fresh conversation; closing the sheet ends the test.
- Share — share the Genie’s link, or open the sharing panel for a private Genie. See Distribution.
- Genie Trust Center — review the Genie’s brand integrity and trust settings.

Most cards work the same way: they’re read-only until you select Edit, which reveals the fields. Save confirms your changes and shows a brief confirmation; Cancel discards them.
Identity & Purpose
The Identity & Purpose card holds your Genie’s basic profile. In view mode it shows the name, a category badge, a type badge, a Status badge (Active/Inactive), a Visibility badge (Public/Private), a Marketplace badge, brand (if set), and description (if set). Select Edit to change:
- Name — what your Genie is called.
- Description — a short summary of what it does.
- Brand — the brand it represents.
- Category — pick from the list (defaults to Other).
- Type — None, Leads, or Support.
- Public Genie — when on, anyone with the link can access it; it isn’t listed publicly.
- Marketplace Genie — when on, the Genie is offered in the marketplace.
Genie Purpose
Next to the Genie’s name, a separate Purpose badge is editable independently of the profile above. Clicking it opens a picker: each purpose option shows an icon, name, description, and a Current badge on today’s setting. Selecting a different purpose and choosing Save Purpose updates it immediately with a confirmation toast; Cancel discards the choice.Changing Purpose does not retag past conversations — only new conversations route under the new Purpose.
Voice & Speech
The Voice & Speech card controls how your Genie sounds. In view mode it shows the current voice (with an expandable detail view for accent, age, gender, and best use), the primary language, speech speed, the chosen voice style, and any additional languages the Genie can speak. Select Edit to change:- Voice — pick from the voice selector. An advanced option lets you enter a specific voice reference manually.

- Language — choose the Genie’s primary language.
- Voice Style — choose one of six presets, each tuned for a different feel:
- Consistent & Calm — steady and predictable, good for support and information.
- Warm & Friendly — approachable, with a little natural variation.
- Expressive & Engaging — dynamic, good for sales and storytelling.
- Professional & Neutral — balanced and business-like.
- Energetic & Lively — high energy, good for promotions.
- Precise & Clear — maximum consistency, good for instructions.

- Advanced settings — fine-tune Stability (steady vs. expressive), Speed, and Similarity (how closely the voice is matched) if you want manual control.
System Prompt
The System Prompt card defines your Genie’s personality and behavior — how it responds and what it should keep in mind. In view mode the prompt is shown as formatted text (or “No system prompt configured”). In edit mode you get:- An editor with Edit and Preview tabs — Preview shows your formatted text live.
- An Enhance button that automatically improves your prompt.
- An expand button that opens a larger full-screen editor for longer prompts.

Welcome Messages
The Welcome Messages card sets your Genie’s first impression in two places:- Voice Welcome Message — spoken when someone starts a voice conversation.
- Web Page Message — shown on the Genie’s web page.
- Page URL — your Genie’s public web address, with a copy button. In edit mode you can change the URL slug to something memorable.
Pronunciations
The Pronunciations card lets you control how your Genie says specific words — useful for brand names, product names, or unusual terms. Existing entries appear as chips showing the word and its custom pronunciation.
- + Add Pronunciation — adds a blank Word/Pronunciation row.
- Import file — extracts pairs from an uploaded
.csv,.json,.txt,.tsv, or.mdfile. - Browse Vault — apply a curated collection of pairs all at once.
- Save & Sync with Genie persists and syncs the dictionary with your Genie; a status dot shows Synced with Genie or Not synced. Cancel discards changes.

