Create and Configure Persona

There are two ways to create a Persona:

Start from ScratchUse Template

Start creating your Persona from Persona Playground

Define or update your Persona's behavior. You can include dynamic variables (e.g. {{variable_name}}) that will be replaced with actual values when the Persona is used.

• Use {{variable_name}} syntax for replacements

Configure the core aspects of your persona:

Set AI Model

Choose the AI model that best fits your use case:

Add Sources

Connect your data Sources to improve the accuracy and relevance of AI responses. This allows the AI to reference up-to-date information and context, ensuring more informed interactions.

• You can upload documents, website URLs, or text content

To learn more about Sources, check out the Sources guide.

Adjust Configuration Parameters

Fine-tune your Persona parameters:

Access Template Library

Access our template library at any point during configuration:

• View available templates by category
• Preview template behaviors
• Apply template settings to your current persona

This is an alternative way to access templates if you didn't start with one. Your existing configurations will be overridden.

Validate your Persona's behavior in the playground:

• Test different scenarios
• Verify knowledge accuracy
• Check response consistency

Compare the performance of different AI models:

• View response quality
• Adjust configurations
• Analyze response time

Finalize your Persona configuration:

• Save as draft to continue editing and share with your team later
• Publish to make it available to your team