> ## 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.

# Using the Persona AI

> Learn how to interact with the Persona AI, from sending prompts to generating documents and making calls from the copilot.

The Persona AI is your primary interface for getting work done. This guide walks you through sending prompts, understanding response structures, using starter prompts, holding multi-turn conversations, generating documents, and making calls from the copilot.

## Sending your first prompt

<Steps>
  <Step title="Open the chat bar">
    Navigate to the Persona AI home screen. You will see a chat bar at the bottom of the interface along with starter prompt cards above it.
  </Step>

  <Step title="Type your prompt">
    Click into the chat bar and type a natural-language question or instruction. For example: *"How is my pipeline this quarter?"*
  </Step>

  <Step title="Send and review">
    Click **Send** or press **Enter**. The AI processes your prompt and returns a structured response within seconds. Review the output, it will include data cards, tables, charts, or narrative text depending on your question.
  </Step>
</Steps>

<Tip>
  You do not need to use special syntax or commands. Just type what you need in plain language and the AI will determine the best way to respond.
</Tip>

## Response structure

Responses are not plain text. The Persona AI returns structured, data-driven output designed for fast consumption and action.

* **Data cards**: Structured snapshots showing key metrics such as industry, revenue, employee count, deal stage, and account owner.
* **Tables and charts**: Tabular data and visual charts for pipeline views, scoring breakdowns, and trend analysis.
* **Source citations**: Every claim is grounded in connected data. Citations link back to the CRM record, document, or signal that informed the response.
* **Suggested follow-ups**: The AI automatically suggests relevant next questions based on the response context, so you can drill deeper without starting over.

## Using starter prompts

There are two ways to begin a task with the Persona AI.

### Click a starter prompt card

On the home screen, click any of the pre-configured **starter prompt cards** displayed above the chat bar. Each card represents a common task for your persona. Clicking it pre-fills the prompt in the chat bar so you can review and send it.

### Type a prompt directly

You can also type your request directly into the chat bar. The AI matches your intent to the appropriate skill and executes it. There is no need to memorise skill names or commands.

<Info>
  Starter prompt cards are tailored to your active persona. If you do not see a relevant card, simply type your request directly in the chat bar.
</Info>

## Making a call from the copilot

The Persona AI can initiate calls directly from the conversation interface when connected to supported communication integrations.

<Steps>
  <Step title="Request a call">
    Type a prompt such as *"Call \[contact name]"* or *"Set up a call with \[contact name]."* The AI will look up the contact from your connected data sources.
  </Step>

  <Step title="Confirm the action">
    The AI displays the contact details and asks for confirmation before initiating the call. Review the details and confirm to proceed.
  </Step>

  <Step title="Call is initiated">
    Once confirmed, the call is initiated through the connected integration. The AI logs the call activity for your records.
  </Step>
</Steps>

<Info>
  Call functionality requires a connected communication integration. Check your **Settings > Connections** to verify your integrations are configured.
</Info>

## Multi-turn conversations

The Persona AI retains context across turns within a conversation. You can ask follow-up questions, request refinements, or pivot to related topics without repeating earlier context.

<Steps>
  <Step title="Ask your initial question">
    *"Pull the account brief for Acme Corp."*
  </Step>

  <Step title="Follow up with a refinement">
    *"Now draft a follow-up email based on that briefing."*

    The AI uses the account brief from the previous turn to generate a personalised email.
  </Step>

  <Step title="Continue the thread">
    *"Add a reminder to follow up with their CTO next week."*

    The AI creates the task, still grounded in the same account context.
  </Step>
</Steps>

<Callout type="info">
  Each conversation maintains its own context window. Starting a **new conversation** resets context. Use the same thread when you want the AI to remember what was discussed.
</Callout>

## Document generation

The Persona AI can generate downloadable documents directly from a conversation. The following formats are supported.

| Format                | Use case                                            |
| --------------------- | --------------------------------------------------- |
| **DOCX**              | Proposals, account briefs, architecture summaries.  |
| **PDF**               | Formatted reports, one-pagers, executive summaries. |
| **Structured emails** | Drafts surfaced for review before sending.          |

<Steps>
  <Step title="Request a document">
    Type a prompt such as *"Draft a proposal for the Acme Corp renewal"* or *"Generate a PDF summary of my pipeline."*
  </Step>

  <Step title="Review the output">
    The AI generates the document and displays a preview in chat. Review the content, structure, and data accuracy.
  </Step>

  <Step title="Download or send">
    Click **Download** to save the file locally, or click **Send** to deliver an email draft directly. You can edit the output before taking action.
  </Step>
</Steps>

<Tip>
  Documents are generated by combining templates from connected sources (such as Google Drive) with live data from your CRM and data warehouse. This means every document is current and personalised, not a static template.
</Tip>

## Example prompts by persona

The following prompts show the types of questions different personas can ask. The Persona AI adapts depth, data sources, and output format based on the active persona.

### Account Executive

* *"Pull the account brief for \[company]."*
* *"How is my pipeline this quarter?"*
* *"Draft a follow-up email for \[company]."*
* *"Which deals are at risk?"*

### Sales Development Rep

* *"Research \[company] before outreach."*
* *"Draft outreach email for \[company]."*
* *"Build a call script for \[company]."*
* *"Which prospects should I prioritise?"*

### Sales Engineer

* *"Generate discovery questions for \[industry]."*
* *"Draft RFP response for \[requirement]."*
* *"Configure demo for \[use case]."*
* *"Handle \[technical objection]."*

### Admin

* *"Show system usage this week."*
* *"Create a new persona for \[role]."*