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Quickstart — Create Your First Persona

1

Navigate to Personas

Go to Settings → Team → AI Personas.
This is where you will find and manage your personas.
2

Add a New Persona

Click the Add AI Persona button to begin the creation process.
3

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.
4

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.
5

Save Changes

Click Save to store and activate the persona configuration.