> ## 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. # Persona Setup Guide > Understand the persona system, configure personas for different roles, attach skills and knowledge bases, and assign users to personas. 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. ## 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. See the [Tutorials](/copilot/tutorials/sales-persona) and [Use Cases](/copilot/use-cases/business-outcome) sections for detailed examples of how specific personas are configured for different roles and industries. ## Navigate to persona management 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. | Element | Description | | ------------------------ | ----------------------------------------------------------------------------- | | **Avatar and name** | The persona's coloured avatar initials and its name. | | **Active toggle** | Enable or disable the persona directly from the card. | | **Description** | A short summary of the persona's role and behaviour. | | **Assigned users** | Avatar chips for assigned users, with a **+ Add user** action to assign more. | | **Skills and knowledge** | Badges showing the number of skills and knowledge base items attached. | Persona Management page showing persona cards with avatars, Active toggles, descriptions, assigned users, and skill and knowledge base badges. ## 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. Fill in the following fields: | Field | Description | | ------------------------------------------- | --------------------------------------------------------------------------------------------------- | | **Name** | A short, descriptive persona name, for example, "Sales persona" 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. | 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. 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. ### 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**, 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 it appears 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. ## 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. In the Admin Console, click **Personas** in the left sidebar. On the persona card you want to update, click **+ Add user**. 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.