> ## Documentation Index
> Fetch the complete documentation index at: https://docs.4minds.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# Personas
> Create and manage AI personality templates that define tone, communication style, and behavioral traits for different use cases.
## 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
Explore detailed definitions of customer features and industry concepts