Personas are custom AI assistants configured with specific behaviour, tone, and instructions. Any workspace member can use a persona once it's created. Here's how to set one up.
Creating a new persona
Click Personas in the left sidebar.
Click Create Persona.
Fill in the persona form:
- Name — give the persona a clear, descriptive name (e.g. "Brand Editor", "Research Assistant", "Client: Acme Corp")
- Description — a short summary of what this persona is for and when to use it
- Behaviour / Instructions — write detailed instructions for how the AI should behave. Be specific about tone, format, areas of focus, and anything it should avoid.
- Model — choose the AI model this persona should use by default. Users can override this inside threads if needed.
- Writing style — specify formality level, sentence length, use of bullet points vs. prose, and other stylistic preferences.
Click Create (or Save) to publish the persona to your workspace.
Tips for writing good persona instructions
- Be specific about format — e.g. "Always respond in bullet points" or "Use short paragraphs, no more than 3 sentences each"
- Set boundaries — e.g. "Only discuss topics related to marketing strategy. If asked about something else, redirect politely."
- Define the voice — quote examples of the tone you want: "Write like a confident CMO briefing their agency: direct, opinionated, results-focused"
- Include brand context — if this is a brand-specific persona, include the brand name, core values, audience, and key messages in the instructions
Editing a persona
- Go to Personas in the sidebar.
- Click the persona you want to edit.
- Update any fields and click Save.
Changes take effect immediately for all future uses.
Persona limits by plan
| Plan | Max active personas |
|---|---|
| Essential | 3 |
| Pro | 10 |
| Studio | 25 |
| Enterprise | 50 |
If you've reached your plan's limit, archive an existing persona before creating a new one.