Personas are like the people-part of the AI agents that perform job flows. Any settings related to the tone of the agent are found here. Seperating the persona from the job flow allows you to easily switch out different personas to see which persona settings perform your jobs best and qualify leads better in production.

The first screen for creating or editing personas will have settings for the persona image, name, color and description.

The persona image will show up on the agent screen and can be an easy way to visually tell the difference between personas. This image will also show up within conversations, allowing you to see the persona that's having the conversation.

The name is the name your agent will refer to itself as. For example, Sam, as the input in the persona name field will cause your agent to think its name is Sam. Clicking a message shows the exact prompting used to deliver a response... we can see by clicking the message that the prompt we make tells the agent its name.

Persona color is used purely for your own organization as you desire. Maybe you want to have all of your personas that are tested and in production be blue and personas in testing be orange. It's up to you how you want to use colors.

The persona description is for internal use. It's a way for you to make notes to yourself or others on your team about what the persona is used for.

Next is the main settings area for the persona. This includes the details about how the persona will respond. Things like how quickly the persona responds, whether or not it makes typos, and shaping the actual response tone are done here.

This is where you can add additional delay to your responses from a persona. This is a helpful setting if you feel the responses from the persona are too fast. Turn up that response delay in that case!

This controls the frequency that you want your AI to make typos on purpose, sending a second message immediately after to correct the mispelled word. Use this if you're trying to get that slight edge in making your persona seem like a real person!

This controls the amount of times that your persona will opt to break up larger messages into smaller ones. This is another feature you can use to make the persona seem more lifelike. Humans don't always send messages as one single block of text like AI likes to do.

The providers section is where you choose the AI Provider(s) that you want to power your persona. Not only can you pick providers, you can also pick the fallback cadence that you would like in the case that one of your providers is experiencing downtime.

Don't forget to connect your persona to a job and test the job to see how the persona behaves! Personas are one of the most important building blocks of CloseBot. Built a persona that you're proud of? Share it with the world!