> ## 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.

# What is the Persona AI?

> Learn how the IdeaBoxAI Persona AI uses skills and connected data to deliver role-specific intelligence, content generation, and task execution.

The IdeaBoxAI Persona AI is a role-aware, AI-powered assistant embedded within the IdeaBoxAI platform. It uses purpose-built skills to handle research, content generation, analytics, and task execution, acting as an intelligent layer on top of your organisation's data and knowledge systems.

<Info>
  The Persona AI adapts its behaviour based on the active persona. Capabilities are available across all roles, but the depth, context, and outputs adjust automatically.
</Info>

## Core value proposition

The Persona AI delivers measurable improvements across your organisation.

* 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 standardised 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. Summarise documents, draft communications, explain concepts, research topics, and prepare for meetings.
* **Artefact 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.

<Steps>
  <Step title="User sends a natural language message">
    The Persona AI receives the input and classifies it by intent: **research**, **draft**, **analyse**, **coach**, or **automate**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Response is generated from connected data">
    The skill queries the relevant data sources, processes the information, and returns a grounded response to the user.
  </Step>
</Steps>

<Tip>
  Skill selection is **persona-aware**. The active persona determines which skills are available and what default context is included with each request.
</Tip>

## Data source and knowledge access

The Persona AI pulls information from connected data sources in real time to inform answers, generate artefacts, 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 authorised to access.

The following table describes the supported data sources and the information each one provides.

| Data Source        | What it provides                                                                                                   |
| ------------------ | ------------------------------------------------------------------------------------------------------------------ |
| **Confluence**     | Queries pages, spaces, and articles to surface internal documentation, knowledge articles, and onboarding content. |
| **Data Warehouse** | Direct database connection. Query structured data for performance analytics, reporting, and forecast views.        |
| **Google Drive**   | Retrieve templates, documents, and other unstructured content from connected folders.                              |
| **Salesforce**     | CRM integration. Live account data, contact records, activity history, and opportunity details.                    |
| **Gong**           | Call summaries, transcript highlights, and conversation signals for meeting prep and analysis.                     |
| **Gmail**          | Draft and send emails and meeting invites. Requires explicit user confirmation before sending.                     |

New data source integrations can be added from **Settings > Connections**. Each integration is configured per-organisation and scoped by persona permissions.

## Next steps

Explore the following guides to get started with the Persona AI.

<CardGroup cols={2}>
  <Card title="Getting Started" icon="play" href="/copilot/getting-started">
    Navigate the home screen, switch personas, and access the Admin Console.
  </Card>

  <Card title="Persona Setup" icon="user-gear" href="/copilot/persona-setup">
    Create personas, configure permissions, and assign users.
  </Card>
</CardGroup>