Personas
Editing, switching off and deleting personas
Change a persona, retire it without losing it, or delete it, and what happens to chats that used it.
Step 1
Open the edit form
Hover the persona's card on Personas and press the pencil. Your own personas can always be edited. Cards you may not change show no actions.
Your personas
Editor
Tightens drafts in UK English
Step 2
Change it and press Save Changes
Edit Persona is the same form as when it was created, filled in. Change any field and press Save Changes. Every chat using the persona follows the new setup from its next reply. Cancel or Escape throws the edits away.
Edit Persona
Update the AI persona configuration
Instructions that define how this persona behaves and responds
Step 3
Switch it off from the card
The eye next to the pencil switches the persona off, and on again. The Active switch in the form does the same. Use it to retire a persona without deleting it.
Your personas
Editor
Tightens drafts in UK English
Step 4
What switching off does
An inactive persona is dimmed and marked Inactive. It disappears from every picker, yours included. Chats that use it answer with the chat's own model until it is switched back on, and its avatar in the box is dimmed to show that. It still counts towards your limit.
Your personas
Editor
Tightens drafts in UK English
Step 5
When a model is retired
When a model is withdrawn, each persona on it moves to the model that replaced it, and you get one notice per retired model naming your personas. The card shows the model it now uses, with a dark flag like Claude Sonnet 4.5 retired: review. Press the flag to open the persona; Save Changes keeps the new model, or pick another first. If a retired model has no replacement, the flag reads Model retired: pick another, and replies use your default model until you pick one.
Your personas
Editor
Tightens drafts in UK English
Step 6
Delete, then Confirm delete
Press Delete and it turns into a red Confirm delete. Press that within three seconds to delete the persona; otherwise it goes back to Delete and nothing happens. Deleting cannot be undone.
Your personas
Editor
Tightens drafts in UK English
Step 7
After deleting
Chats that used the persona keep their history and carry on with the standard assistant. The deleted persona no longer counts towards your limit. If you delete your practice persona, Secretary does not make another.
Personas
Specialized AI assistants with preconfigured knowledge and behavior
Legal reviewer
Flags risky clauses in contracts
Step 8
Other people's personas
Moderators can edit personas others have shared, but not delete them. Admins and Owners can edit and delete any persona. A custom role can grant either. The card only shows the actions you are allowed.
Legal reviewer
Flags risky clauses in contracts
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.
Creating a persona
Set up a new persona: its name, its instructions, the model it answers with, and where it can be used.
Giving a persona knowledge folders
Point a persona at the folders it should always search, and what each person who uses it can see.