> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ideaboxai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Getting started with the Persona AI

> Navigate the home screen, switch between personas, use the chat input, and access the Admin Console.

This guide walks you through the Persona AI interface. By the end, you will know how to navigate the home screen, switch between personas, use skill cards, access conversation history, and open the Admin Console.

## Home screen

The home screen is your primary workspace. It displays a personalised greeting, skill cards tailored to the active persona, and a persistent chat input bar.

<img src="https://mintcdn.com/ideabodxai/cNlvJ38WQc9bYQcY/images/copilot/home-screen.png?fit=max&auto=format&n=cNlvJ38WQc9bYQcY&q=85&s=ccf13d8f897c44736cdb7d8ee7102c23" alt="Conversational AI home screen showing the personalised greeting, skill cards in a 2-column grid, and chat input bar." className="rounded-xl border border-gray-200 shadow-md hover:shadow-2xl transition-all duration-300" width="1829" height="872" data-path="images/copilot/home-screen.png" />

### Greeting

The home screen displays a personalised welcome message along with a description of the Persona AI's capabilities.

> **Good morning, \[name]!**
> Describe what you need below, skills are auto-detected, or type `/` to pick one.

### Quick starter prompts

Six quick-start prompts are displayed in a **2-column grid**, tailored to the active persona.

<img src="https://mintcdn.com/ideabodxai/IOpOdTgOYmU0THyj/images/copilot/skill-cards-closeup.png?fit=max&auto=format&n=IOpOdTgOYmU0THyj&q=85&s=f8a2a2029e2b7d09b4131657a4652cf6" alt="Close-up of the six quick starter prompts in a 2-column grid, each with an icon and a natural language prompt." className="rounded-xl border border-gray-200 shadow-md hover:shadow-2xl transition-all duration-300" width="942" height="463" data-path="images/copilot/skill-cards-closeup.png" />

* **Icon and prompt**: Each card contains an icon paired with a natural language prompt that represents a common task for the current persona.
* **One-click pre-fill**: Clicking a card pre-fills the chat input with that prompt, so you can review it before sending.
* **Persona-tailored**: Cards change when you switch personas, reflecting the tasks and prompts relevant to each role.

### Chat input bar

The chat input bar is **persistent at the bottom** of the home screen.

* **Placeholder text:** *Ask the Co-pilot anything... (type / for skills)*
* **Attach button:** The **+** icon on the left allows you to attach files or context to your message.
* **Submit button:** The arrow icon on the right sends your message.
* **Status indicator:** Displays **Ready to help** (green dot) in the top bar, or a processing state while the system is working.

<Callout type="info">
  The chat input remains visible on every screen so you can send a message at any time without navigating back to the home screen.
</Callout>

## Persona switching

Each persona surfaces different skill cards and knowledge base scope. Switching personas updates all of these immediately.

<Steps>
  <Step title="Open the persona dropdown">
    Click the persona selector in the **top-right corner** of the header.
  </Step>

  <Step title="Select a persona">
    Choose the desired persona from the list. A checkmark indicates the currently active persona. You can also click **+ Create New** to create a persona directly from this dropdown.
  </Step>

  <Step title="Verify the update">
    The home screen refreshes: skill cards and knowledge base scope all reflect the newly selected persona.
  </Step>
</Steps>

<img src="https://mintcdn.com/ideabodxai/cNlvJ38WQc9bYQcY/images/copilot/persona-switcher.png?fit=max&auto=format&n=cNlvJ38WQc9bYQcY&q=85&s=9dd38360112459b537ba79f9f7412a6f" alt="Persona switcher dropdown in the top-right corner showing available personas with a checkmark on the active persona and a Create New option." className="rounded-xl border border-gray-200 shadow-md hover:shadow-2xl transition-all duration-300" width="1920" height="922" data-path="images/copilot/persona-switcher.png" />

<Callout type="tip">
  Switching personas does not affect your conversation history. You can change personas mid-session and still access previous conversations.
</Callout>

## Chat History panel

Click the **history icon** (clock) in the **top-left header** to expand the Chat History panel as a left sidebar.

<img src="https://mintcdn.com/ideabodxai/cNlvJ38WQc9bYQcY/images/copilot/history-panel.png?fit=max&auto=format&n=cNlvJ38WQc9bYQcY&q=85&s=4fb5b794af61e53bd05657e2b2f4a36c" alt="Chat History panel expanded on the left showing past conversations grouped by recency." className="rounded-xl border border-gray-200 shadow-md hover:shadow-2xl transition-all duration-300" width="1717" height="887" data-path="images/copilot/history-panel.png" />

* **Grouped by recency:** Conversations are organised under headings such as *Last 7 Days*.
* **Truncated summaries:** Each entry shows a short summary of the conversation topic with a relative timestamp.
* **New conversation:** Click the **+** button at the top of the panel to start a fresh conversation.
* **Close the panel:** Click the **x** button to collapse it.
* **Resume with full context:** Click any history entry to reopen that conversation with its complete context intact.

## Accessing the Admin Console

Access User Management, Connections, Security, Observability, and Audit Logs from the Admin Console. Only users with admin privileges can access this area.

<Steps>
  <Step title="Under Settings, select the Admin Console">
    The Admin Console's left navigation opens; there, you can access User Management, Connections, Security, Observability, and Audit Logs.
  </Step>
</Steps>

<img src="https://mintcdn.com/ideabodxai/cNlvJ38WQc9bYQcY/images/copilot/admin-console-dropdown.png?fit=max&auto=format&n=cNlvJ38WQc9bYQcY&q=85&s=6b1bb359d94928dae7643338f74a8cbe" alt="Profile dropdown menu in the bottom-left corner showing Dark mode toggle, Admin Console, Settings, and Sign Out options." className="rounded-xl border border-gray-200 shadow-md hover:shadow-2xl transition-all duration-300" width="1910" height="922" data-path="images/copilot/admin-console-dropdown.png" />
