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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.

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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 Persona AI. 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 analyzing 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.

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Supported personas

The platform ships with built-in personas, and administrators can create custom personas for any role in the organization. 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 optimized to support.
  • Pain points addressed: The manual or inefficient processes the persona eliminates.
See the Tutorials and Use Cases sections for detailed examples of how specific personas are configured for different roles and industries.
Open Persona Management from the left navigation. The Persona Management page lists every existing persona as a card. Use the Search personas box to filter by name and the Newest first dropdown to change the sort order. Each persona card shows the following. Persona Management page showing persona cards with avatars, Active toggles, descriptions, assigned users, and skill and knowledge base badges.

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Create or edit a persona

Click Create New Persona in the top-right corner, or click the Edit action on an existing persona. When no personas exist yet, the page shows a No personas yet empty state with a Create new persona button. Persona Management empty state showing the No personas yet message and a Create new persona button. The Create New Persona modal contains the following fields.
1

Configure identity and behavior

Fill in the following fields:
2

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.
3

Save the Persona

Click Create Persona (or Save Changes when editing). The persona appears in the Persona Management list with an Active status by default. Assigned users will see it in their persona dropdown immediately.
Create New Persona modal showing fields for Name, behaviour description, Assigned Users, Enable Memory toggle, and Features.

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Attach skills and knowledge bases

Further down the Create New Persona modal, you can scope what the persona can do and what it can access.
  • Skills: Select the AI capabilities this persona can use, and search, and select skills. Selected skills appear on the right side, and the count is shown (for example, ADDED (2)).
  • Knowledge bases: Attach knowledge bases this persona can search; select the data sources the persona can query, and they appear on the right side.
Create New Persona modal scrolled to the Skills section with a selected skill tag and the Knowledge bases section showing an attachable knowledge base. Once created, the personas appears as a card in the persona management page.

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Admin: assign users to a persona

Personas are assigned to existing platform users directly from the Persona Management page. Each persona card includes a + Add user action to grant additional users access to that persona.
1

Open Personas

In the Admin Console, click Personas in the left sidebar.
2

Click + Add user

On the persona card you want to update, click + Add user.
3

Select existing users

Search for and select one or more existing users in the platform. Selected users appear as avatar chips on the persona card.
Assigned users immediately gain access to the persona and see it in their persona dropdown; no page refresh required. Persona Management page showing a persona card with assigned user chips and the + Add user action used to assign existing platform users.