Persona Management

Overview

This guide provides detailed instructions for using the Persona Management feature, which allows users to create, edit, and delete personas within the application. Personas help customize the user experience and can be generated with AI assistance if needed. By assigning a persona, the LLM can provide responses that align with the characteristics and expertise of that role provided in the persona.

Table of Contents

• Persona Management
  • Overview
  • Table of Contents
  • Accessing Persona Management
  • Creating a New Persona
  • Editing an Existing Persona
  • Deleting a Persona
  • Default Persona
  • Requirements

Accessing Persona Management

To access the Persona Management interface:

1. Navigate to the main application dashboard
2. Locate and click on Persona Management in the Navigation Bar

Creating a New Persona

Follow these steps to create a new persona:

1. In the Persona Management interface, click the New Persona button
2. Enter a persona description in the provided text field
3. Select applicable groups from the dropdown menu
4. Optional: Click the Generate with AI button to automatically generate a persona using AI
5. Click the Save button to create and store your new persona

Editing an Existing Persona

To modify a previously created persona:

1. Find the persona you wish to edit in the list
2. Click the Edit button next to that persona
3. Update the persona description or group selections as needed
4. Optional: Click Generate with AI to create a new AI-generated description
5. Click Save to apply your changes

Deleting a Persona

If you need to remove a persona:

1. Locate the persona you want to delete in the persona list
2. Click the Delete Persona button associated with that persona
3. Confirm the deletion when prompted

Default Persona

Note: There's a default persona called "Organization Expert" which is automatically selected if no persona is chosen during Chat. This default persona cannot be deleted, but it can be edited to meet specific requirements.

Requirements

• Active user account with appropriate permissions
• Access to the Persona Management section of the application

For additional assistance or troubleshooting, please contact system support or refer to the main application documentation.