Creating Personas
14 steps - 5 minutes
Learn how to create and manage AI personas to customize your chat experience.
What are Personas?
Personas are AI role definitions that shape how the AI responds to you. They include identity (name, role, purpose), knowledge (context blocks and prompts), behavior (communication style and rules), tool access, and sharing settings. Personas can be personal or shared with your workspace.
Navigate to Personas
From the sidebar, click on "Personas" to access your persona library.
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Click "Create Persona"
Click the "Create Persona" button to start the persona creation wizard.
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Step 1: Identity - Enter Basic Information
Enter the persona name, role, and purpose. The name is what you will see in dropdowns (e.g., "Marketing Expert"). The role describes what this persona does (e.g., "Senior Marketing Strategist"). The purpose explains when to use this persona.
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Step 1: Identity - Add System Prompt (Optional)
Add a unified system prompt that defines the persona behavior, expertise, and communication style. This is the core instruction that shapes how the AI responds when using this persona.
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Step 1: Identity - Add Departments and Expertise (Optional)
Tag the persona with relevant departments and expertise areas for better organization and discovery.
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Step 2: Knowledge - Select Context Blocks
Choose context blocks to provide the persona with relevant background knowledge. You can select from your existing context blocks or create new ones.
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Step 2: Knowledge - Select Prompts
Attach prompts that this persona should have access to. These can be reusable instructions or templates.
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Step 3: Behavior - Set Communication Style
Choose the communication style: Professional, Conversational, Technical, or Friendly. Adjust trait sliders for proactivity, detail level, empathy, and creativity.
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Step 3: Behavior - Define Rules
Add "Always" rules (things the persona should always do) and "Never" rules (things the persona should never do) to guide behavior.
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Step 4: Tools - Select Integrations
Choose which integrations and tools this persona can access. You can whitelist specific tools or allow all tools.
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Step 5: Access - Set Scope
Choose whether this persona is Personal (only you) or Workspace (your team). You can also specify individual users who should have access.
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Review and Create
Review all settings and click "Create Persona" to save. The persona will now be available in chat and automations.
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Using Your Persona in Chat
In the chat interface, click the persona selector at the top. Search or browse your personas and select one to activate it for the conversation. The default is "Uru Guru" (no persona).
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Editing Personas
Click on any persona in your library to view details, then click "Edit" to modify any settings using the same wizard.
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Best Practices
- •Use the unified system prompt to define the persona core behavior and expertise
- •Attach relevant context blocks to give the persona domain knowledge
- •Set clear "Always" and "Never" rules to guide behavior
- •Choose workspace scope to share personas with your team for consistency
- •Whitelist only the tools the persona needs for better security and focus