Quickstart — Create Your First Persona
Navigate to Personas
Go to Settings → Team → AI Personas.
This is where you will find and manage your personas.
This is where you will find and manage your personas.
Configure Persona Details
Fill in the following fields:
- Name — A clear, identifiable name.
- Channels — Select where the persona will apply (e.g., Email, Chat).
- Bio — A detailed description that shapes AI responses.
- Tonality — Choose tone: Friendly, Casual, Professional, or Direct.
- Language — Primary and additional reply languages.
- Custom Instructions — Special instructions for unique scenarios.
Set as Default (Optional)
Use the Set as Default option to bind this persona to a specific channel.
All replies from that channel will then use this persona automatically.
All replies from that channel will then use this persona automatically.