Personas
Creating a persona
Set up a new persona: its name, its instructions, the model it answers with, and where it can be used.
Step 1
Press New Persona
New Persona sits at the top right of Personas. It is there for Contributors and above, and on paid plans. If it is greyed out you have reached your limit; see Persona limits and who can do what.
Personas
Specialized AI assistants with preconfigured knowledge and behavior
Your personas
Editor
Tightens drafts in UK English
Step 2
Avatar and name
Type or paste one emoji as the avatar and give the persona a short name. The two show together wherever a persona is picked, so make it easy to tell apart. Only the name and the system prompt are required.
Create Persona
Configure a specialized AI assistant
Step 3
Description
One line on what the persona is for. It appears under the name on its card and in the Select Persona list, and as the tooltip on its chip.
Create Persona
Configure a specialized AI assistant
Step 4
Write the system prompt
These are the instructions the persona follows in every reply. Say what it does, what to focus on, what to avoid and how to lay out answers. Specific instructions work better than general ones. It can be up to 10,000 characters.
Create Persona
Configure a specialized AI assistant
Instructions that define how this persona behaves and responds
Step 5
Pick the model
The model the persona answers with. New personas start on Gemini 3.8 Flash, which every role can use, and the list shows only the models your role may use. In chat, someone whose role does not include the persona's model gets their own default model instead, so for a shared persona pick one everyone can use.
Create Persona
Configure a specialized AI assistant
Claude Opus 5Step 6
Temperature
Claude and Gemini models also get a temperature slider, from 0 to 1 and 0.7 by default. Lower keeps answers steady and literal; higher makes them more varied. GPT models have no slider.
Create Persona
Configure a specialized AI assistant
Claude Opus 5Step 7
Knowledge folders
Tick folders the persona should always search, such as a folder of contract templates. This is optional; Giving a persona knowledge folders explains how it works.
Create Persona
Configure a specialized AI assistant
Step 8
Share and Active
Share with organization lets everyone in your organisation use the persona; off keeps it to you. If your role cannot share, the switch is locked off. Active decides whether the persona shows in the pickers at all; leave it on.
Create Persona
Configure a specialized AI assistant
Share with organization
Everyone in your organization can use it. Off keeps it private to you.
Active
Inactive personas are hidden from users
Step 9
Create Persona
Create Persona stays greyed out until the name and system prompt are filled in. Press it and the persona appears under Your personas, ready to pick. Cancel or Escape closes the form without saving.
Create Persona
Configure a specialized AI assistant
Share with organization
Everyone in your organization can use it. Off keeps it private to you.
Active
Inactive personas are hidden from users
Try it in Secretary, or create an account to get started.
Related guides
Finding your way around Personas
What a persona is, how the Personas page is laid out, and what each card tells you.
Giving a persona knowledge folders
Point a persona at the folders it should always search, and what each person who uses it can see.
Sharing a persona or keeping it private
Who can use a persona, who can share one with the organisation, and what happens when sharing is switched off.