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Personas

Using personas in summaries and hubs

Write summaries and folder analyses with a persona, give a hub a default persona, and see what personas use.

Step 1

Summarise a file with a persona

On a file's page, press Summarize. When personas exist, their chips sit above the model button under Model / Persona. Pick one and the model button goes: the summary is written with that persona's instructions, model and temperature. Default goes back to a plain model.

1Summarise a file with a persona
Summarize
Describe how you'd like the document summarized...
Default⚖️Legal reviewer
Auto

Step 2

Analyse folders with a persona

Analysing a folder or a set of files works the same way: the persona chips are in the Model / Persona section, under the analysis type. Each result is labelled with the persona that wrote it.

2Analyse folders with a persona

Analyse Documents & Folders

Reports

Who has access
Describe how to analyse these documents...
Default⚖️Legal reviewer
Auto

Step 3

Give a hub a default persona

When you create a hub, the AI Settings tab has Default persona. New chats in the hub start with it. Only shared personas are listed, because a private one would work for you alone; if you pick a private one anyway, a note says so. New persona next to it makes one without leaving the window, if you may create personas. Hub admins change the default later in the hub's Manage page, under Settings.

3Give a hub a default persona

New Hub

BasicAI Settings

Describe what this hub is working towards. The AI uses this as background context: not rules, just awareness of the bigger picture.

e.g. We are preparing a Series A fundraise targeting $8M...

0/5000

These rules apply to every chat in this hub, on top of each chat's own persona.

e.g. Always respond formally. Cite sources...

0/10000

New chats in this hub will start with this model. Persona settings override this.

Claude Sonnet 5.5
New persona

New chats in this hub will default to this persona. Can be changed per chat.

Default⚖️Legal reviewer📊Analyst

Step 4

Starting a hub chat

The new hub chat window picks the hub's default persona for you and marks it Hub default, as long as you can use it. Choose another, or Default for none. Once the chat is open, switch persona from the box as in any chat.

4Starting a hub chat

New chat in Product Launch

Configure context for this chat

Always included

Hub instructions
Pinned folder
Brand guidelines.pdf

Hub chat context

Every chat in Product Launch right now will be searched for relevant context automatically. Chats started later can be added from Context.

Who can see it

Just mePrivate to youShare with hubMembers can open it and chat with the AI too

Persona

Hub default
Default📘Guide⚖️Legal reviewer

All hub chats included

CancelStart chat

Step 5

What personas use

Usage has a Usage by Persona card listing the tokens and credits each persona has used in chat, split by model. It appears once a persona has been used.

5What personas use

Usage by Persona

Token usage attributed to personas across chat

Legal reviewer

opus-5

Tokens In

48.2K

Tokens Out

12.6K

Total

60.8K

Credits

~412

Editor

gpt-5.5

Tokens In

9.4K

Tokens Out

3.1K

Total

12.5K

Credits

~38

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