Persona Creation Made Simple with Templates and Configurations

​Welcome to your weekly Personal AI newsletter! Stay informed with practical tips, feature highlights, and real examples to help you and your team build and manage AI Personas more effectively. With Personal AI, you can create an evolving AI workforce trained on proprietary knowledge, streamlining workflows and driving innovation across your business.

This week, we’re spotlighting a powerful feature of our enterprise platform: the ability to create new personas using built-in templates and configurable settings. With this capability, you can easily design AI personas tailored to specific roles, teams, or use cases. Persona templates provide a consistent set of settings and instructions, with flexible configurations allowing you to adapt each persona to perform effectively across different channels and contexts. It’s a streamlined way to build a cohesive, adaptable AI workforce aligned with your organization’s goals.

• To create a new Persona, navigate to the My AI page and click Create New under the Persona section. A pop-up window will appear, prompting you to enter a name and define a role for the Persona.

• Next, select an owner for the new Persona. You can assign it to yourself or any other member of your workspace organization.
• Use the dropdown menu to browse through the list of eligible members in your workspace.
• If you select another user to be the owner, they will be prompted to complete the Persona template journey.

• If you make yourself the owner, you can either create a custom persona from scratch or choose from a selection of pre-made personas depending on the use case.

• The Persona template will be automatically pre-filled, with all fields populated based on the name and role you assigned to the persona or selected from the library template.

• The Custom Directive is a detailed guide that defines an AI Persona’s role, behavior, and performance.
• To edit specific sections of the directive or any other fields, simply click the pen icon on the right-hand side of the page.

• Persona Guidance is a resource to help guide you to get the most out of this type of Persona. It is an optional setting that won’t affect your persona.

• The Persona Directive allows you to create multiple custom directives for your persona. This is useful for deploying the persona across different channels with unique instructions.
• You can also enable it in Persona DMs, allowing workspace users to have tailored interactions based on the directive set for them.

• Once your persona is configured, click “Save” in the bottom right corner. The new persona will then appear among the other personas.

• You can then share the persona across the workspace with other members of the workspace. 

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