Chat & AI
Chatting with a persona
Pick a persona on the start screen and the chat uses its instructions, model and knowledge folders.
Step 1
What changes when you use one
A persona bundles a system prompt, a pinned model and temperature, and optionally knowledge folders. Chat with one and every reply follows that setup, with its avatar and name above each answer. Personas are made under Personas; this article is only about using them in a chat.
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Pick one on the start screen
Above the box on the start screen is a row of chips: Default, then each of your active personas and the ones shared with your team. Press a chip to choose it, press it again to go back to Default. Hover a chip to see which model it uses.
Step 3
View all personas
The grid button at the end of the row opens Select Persona, a list split into Mine and Team with each persona's description, model and maker, for when the row gets long.
Select Persona
Default
No persona, the standard assistant
Mine
Guide
Knows your personal folder
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Claude Opus 5by Sam LeeStep 4
The persona takes the model's place
With a persona chosen, its chip sits where the model button was in the composer toolbar, because the persona decides the model. Send your message as normal.
What can I help you with?
Ask anything about your organization's documents and knowledge base.
Press Enter to submit, Shift+Enter for new line
Step 5
Switching personas mid-chat
In the chat, the persona's avatar sits where the model button usually is; hover it to see the persona and its model. Press it to open the picker and move to another persona. A persona chat stays a persona chat: there is no Default row and no model picker, so start a new chat to go back to a plain model.
Press Enter to send, Shift+Enter for new line
Step 6
Personas in hubs
A hub can set a default persona, which new hub chats start with. Committee mode seats models, not personas, so it is not offered while a persona is chosen.
Select Persona
Mine
Guide
Knows your personal folder
Claude Sonnet 5by youEditor
Tightens drafts in UK English
GPT-5.5by youTeam
Legal reviewer
Flags risky clauses
Claude Opus 5by Sam LeeTry it in Secretary, or create an account to get started.
Related guides
Starting a new chat
The start screen, starter prompts, temporary chats, and what New chat does once you are already in a conversation.
Attaching files to a chat message
Add a file from your computer so the AI can read it: press the paperclip, drag it in, or paste it.
Scoping a chat to specific documents or folders
Point the AI at exactly the files in your library it should answer from, and choose how deeply it reads them.