Sender Identity

Who Revenue AI speaks as — directly as the principal, or as their assistant. Affects first-person phrasing in every generated reply.

Configured — Revenue AI speaks as defined below in every generated reply.

Mode

PrincipalRevenue AI speaks directly AS the principal (e.g. "I can walk you through that.").AssistantRevenue AI speaks as the principal's assistant/team member (e.g. "I can get you connected with Josh.").CustomFollow the identity guidance below instead of a fixed mode.

Principal's nameRefer to yourself asRelationship to principal (assistant/custom mode only)Additional identity guidance (optional, a preference, not authority)