Overview Personas let you create different AI personality templates for various use cases. Each persona defines the tone, communication style, and key behavioral traits that shape how the AI interacts with users - whether that’s a technical analyst, customer service representative, or creative writer.
Personas define tone and personality — not role context. Use personas to shape how your model communicates (professional, technical, casual, etc.). If you need to define a system-level role or context (e.g. “You are a cybersecurity expert in a SOC environment”), configure that in a SYMI sub-agent task definition instead.
Accessing personas Select Personas from the top navigation bar to access the Personas management dashboard.
Dashboard features
Search bar : Find personas by name.Tone filter : Filter by tone using the All Tones dropdown. Available values: All Tones, Professional, Friendly, Casual, Formal, Technical, Creative.Start : Click Start next to any persona to activate it in your chat session.+ Create Persona : Create a new custom persona.
Persona templates Choose from six pre-configured templates to get started quickly:
Professional Assistant Attribute Value Description A polished, business-oriented persona for enterprise communications Tone Professional Key Traits Analytical, Precise, Detailed Best For Corporate environments, formal business interactions
Friendly Support Agent Attribute Value Description A warm, approachable persona for customer service Tone Friendly Key Traits Empathetic, Helpful, Patient Best For Customer support, help desks, user assistance
Technical Expert Attribute Value Description A knowledgeable, detail-oriented persona for technical support Tone Technical Key Traits Knowledgeable, Innovative, Detailed Best For IT support, developer assistance, technical documentation
Creative Collaborator Attribute Value Description An innovative, imaginative persona for brainstorming and ideation Tone Creative Key Traits Adaptable, Creative, Innovative Best For Brainstorming sessions, content creation, ideation workshops
Formal Consultant Attribute Value Description A sophisticated, authoritative persona for high-stakes business interactions Tone Formal Key Traits Knowledgeable, Precise, Reliable Best For Executive communications, consulting, high-stakes negotiations
Casual Mentor Attribute Value Description A relaxed, down-to-earth persona for informal guidance and learning Tone Casual Key Traits Helpful, Supportive, Encouraging Best For Training, onboarding, informal learning environments
Creating a custom persona If the templates don’t meet your needs, click + Create Persona in the top right to open the creation panel. The process has 3 steps .
Step 1: Basic information To create a persona, navigate to the ‘Personas ‘ tab and click ‘Create Persona ‘.
Fill in the following fields and click ‘Next ‘:
Persona Name (required) — Enter a name for your persona.Description — Briefly describe the persona’s purpose and communication style.
Step 2: Tone and key traits Select the tone of voice from the dropdown and key traits to define this persona’s behavior.
Step 3: Review and Create Review your persona configuration before creating. Click ‘Create Persona ‘.
Your persona has been successfully created and is now ready to interact.
Persona status Each persona can have one of the following statuses:
Status Description Draft Persona is being configured and is not yet active Active Persona is live and available for use
Managing personas The persona table displays the following information:
Column Description Persona Name of the persona Tone Communication style Key Traits Behavioral characteristics # Models Number of AI models using this persona Created Creation date Status Current status (Draft/Active) Actions Edit, duplicate, or delete options
Next steps
Key Terms & Concepts Explore detailed definitions of customer features and industry concepts
