A Persona defines how the Persona AI understands a user’s role, goals, and the data sources they need. It shapes the intelligence surfaced, the starter prompts displayed, and the knowledge base scope. Users are assigned a default persona but can switch at any time.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.
How personas work
Each persona configures three key areas.- Starter prompts: Natural-language prompt cards shown on the home screen, based on the persona description and how the user interacts with the copilot. These help users get started quickly with common tasks for their role.
- Skills: Purpose-built capabilities assigned to the persona that define what it can do. Skills handle specific tasks such as generating reports, drafting documents, or analysing data.
- Knowledge base scope: Which connected data sources and documents the persona can access and query.
When a user switches personas, all three areas update immediately, no page refresh required.
Supported personas
The platform ships with built-in personas, and administrators can create custom personas for any role in the organisation. Each persona is designed around a specific role, its goals, and the workflows it performs daily. A well-configured persona includes:- Role definition: A clear description of who the persona is for and what they do.
- Goals: The outcomes the persona is optimised to support.
- Pain points addressed: The manual or inefficient processes the persona eliminates.
Admin: persona management
The following sections are for Admin users only. You need platform admin privileges to create, edit, or delete personas.
Navigate to persona management
Open the Admin Console and click Persona Management in the left sidebar. You will see all existing personas listed in a table. The persona list table includes the following columns.| Column | Description |
|---|---|
| Persona | Avatar and persona name. |
| Description | Short summary of the persona’s role and behaviour. |
| Users | Assigned users with a + Add user action to assign more. |
| Status | Active/Inactive toggle to enable or disable the persona. |
| Last Modified | Date of the last change to the persona. |
| Actions | Edit, duplicate, or delete the persona. |
Create or edit a persona
Click + Create New Persona in the top-right corner, or click the Edit action on an existing persona. The Create New Persona modal contains the following fields.Configure identity and behaviour
Fill in the following fields:
| Field | Description |
|---|---|
| Name | A short, descriptive persona name, for example, “Marketing Lead” or “Operations Manager”. |
| How do you want this persona to behave? | Describe the persona’s focus areas and how it should respond. This drives skill selection and tone. |
| Assigned Users | Search and select users who should have access to this persona. |
| Avatar Color | Pick a colour to visually distinguish the persona. |
Enable Memory
Toggle Enable Memory to control whether the persona retains context across sessions.
- ON: The Persona AI remembers previous conversations and builds on prior context.
- OFF: Each session starts fresh with no retained history.
Configure Features
In the Features section, enable or disable the capabilities available to this persona.
Admin: user management
Users are managed from the User Management section of the Admin Console.User list
The user table displays the following columns.| Column | Description |
|---|---|
| User Details | Avatar, full name, and email address. |
| Roles | The roles assigned to the user. |
| Status | Active/Inactive toggle. |
| Last Modified | Date of the last change to the user record. |
| Actions | Edit or remove the user. |
Add a new user
Fill in user details
Complete the following required fields:
| Field | Description |
|---|---|
| Email ID | The user’s email address. |
| First Name | The user’s first name. |
| Last Name | The user’s last name. |
| Initial Password | A temporary password for the user’s first login. Use the eye icon to toggle visibility. |
Assign permissions
In the Assign Permissions section, configure the following:
- Roles: Select one or more roles to control what the user can access.
- Groups: Optionally assign the user to one or more groups for bulk role management.
Edit a user
Click the Edit action on any user row to open the Edit User modal. The following fields are available:| Field | Description |
|---|---|
| First Name | Update the user’s first name. |
| Last Name | Update the user’s last name. |
| Change the user’s email address. | |
| Status | Toggle between Active and Inactive directly from the modal. |
- Roles: Add or remove roles. Existing assignments appear as dismissible tags.
- Groups: Add or remove group memberships.
