The Persona AI adapts its behavior based on the active persona. Capabilities are available across all roles, but the depth, context, and outputs adjust automatically.
Core value proposition
The Persona AI delivers measurable improvements across your organization.- Reduce research and information gathering from hours to minutes.
- Auto-generate documents, emails, and briefs from structured templates and live data.
- Surface actionable insights and intelligence proactively from connected data sources.
- Scale best practices and standardized processes across teams.
- Enable teams to work more efficiently with AI-assisted task execution and content generation.
Core capabilities
The Persona AI provides the following core capabilities. The depth, context, and specific outputs vary by persona configuration.- Research and information retrieval: Answers research questions by querying connected data sources and the web. Pulls company profiles, financial filings, news, job postings, and tech stack signals. Responses include source citations.
- Analytics and intelligence: Answers analytical questions about key metrics and performance indicators. Generates summary statistics, trend analysis, rankings, and forecast views.
- Day-to-day task assistance: General-purpose AI assistant for daily work. Summarizes documents, drafts communications, explains concepts, researches topics, and prepares for meetings.
- Artifact and document generation: Generates downloadable DOCX, PDF, and structured emails. Combines templates with live data from connected sources.
- Skills-based task execution: Each persona is equipped with purpose-built skills that handle specific tasks for that role. For example, a Project Manager persona has skills for portfolio health scanning, owner report generation, and cash flow forecasting. A Sales Engineer persona has skills for competitive battle cards and POC scoping. Skills define what the persona can do and are triggered automatically based on your request.
- Conversation history and continuity: All conversations are saved and accessible from the History panel. Resume any past conversation with full context retained.
How it works
The Persona AI uses intent classification to process every request.1
User sends a natural language message
The Persona AI receives the input and classifies it by intent: research, draft, analyze, coach, or automate.
2
The appropriate skill is selected
Based on the classified intent and the active persona, the Persona AI selects the appropriate skill and passes structured context to it.
3
Response is generated from connected data
The skill queries the relevant data sources, processes the information, and returns a grounded response to the user.
Data source and knowledge access
The Persona AI pulls information from connected data sources in real time to inform answers, generate artifacts, and populate outputs. Data access is gated by the active persona’s permissions and the connections configured in Settings. Users only see data they are authorized to access. The following table describes the supported data sources and the information each one provides.
New data source integrations can be added from Settings > Connections. Each integration is configured per-organization and scoped by persona permissions.
Next steps
Explore the following guides to get started with the Persona AI.Getting Started
Navigate the home screen, switch personas, and access the Admin Console.
Persona Setup
Create personas, configure permissions, and assign users.