Personas
Giving a persona knowledge folders
Point a persona at the folders it should always search, and what each person who uses it can see.
Step 1
What knowledge folders do
Knowledge folders are the folders a persona searches every time it answers, without anyone attaching them. A contracts persona can know your contract templates; a policy persona your handbook. They are optional.
Create Persona
Configure a specialized AI assistant
Step 2
Find a folder
The list holds every folder you can open. Type in Search folders to narrow it by name or path; the cross clears the search.
Create Persona
Configure a specialized AI assistant
Step 3
Tick folders, remove them from the chips
Click a folder to tick it. Ticked folders also show as chips above the search; the cross on a chip unticks it. Save the persona to keep the change.
Create Persona
Configure a specialized AI assistant
Step 4
Restricted folders
Folders limited to certain people are marked Restricted. You can still add one, but only people who can open that folder get anything from it.
Create Persona
Configure a specialized AI assistant
Step 5
Nobody sees more than they could already
A persona never widens anyone's access. When someone chats with it, it searches only the knowledge folders that person can open themselves, so a shared persona with a restricted folder gives everyone else nothing from that folder.
Legal reviewer
Flags risky clauses in contracts
Step 6
They add to the chat's folders
A persona's knowledge folders are searched on top of the folders you add to the chat or to a message, like the one in the box here, not instead of them. Files you attach or mention count too, and so do a hub's pinned folders. All of it is still limited to what you can open.
Press Enter to send, Shift+Enter for new line
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.
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.