Personas
Finding your way around Personas
What a persona is, how the Personas page is laid out, and what each card tells you.
Step 1
What a persona is
A persona is a saved assistant: a system prompt that sets its tone and rules, a model and temperature, and optionally knowledge folders it always searches. Pick one for a chat or a summary and every answer follows that setup.
Your personas
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Step 2
Open Personas
Press Personas in the left rail. The header shows New Persona if your role may create personas, with a badge counting how many you have made against your limit.
Personas
Specialized AI assistants with preconfigured knowledge and behavior
Your personas
Editor
Tightens drafts in UK English
Step 3
Yours first, then your organisation's
Your personas sit under Your personas. Personas other people have shared with the organisation follow under From your organization. If you have none of your own, the second list shows without a heading.
Your personas
Editor
Tightens drafts in UK English
From your organization
Legal reviewer
Flags risky clauses in contracts
Step 4
Reading a card
Each card shows the avatar, name and description, then small chips: the model it answers with, how many knowledge folders it has, Private if only its maker can use it, and who made it. A switched-off persona is dimmed and marked Inactive.
Legal reviewer
Flags risky clauses in contracts
Step 5
Your practice persona
Secretary gives every user a private practice persona, Secretary startup guide. It knows your personal folder and does not count towards your limit. Edit it, chat with it or delete it; once deleted it is not made again.
Your personas
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A practice persona set up by Secretary. Change anything here or delete it; nothing else depends on it.
Step 6
Edit, switch off, delete
Hover a card you may change to show its actions: the pencil opens the edit form, the eye switches the persona on or off, and Delete removes it. Cards you may not change show no actions.
Your personas
Editor
Tightens drafts in UK English
Step 7
Use one in a chat
On the new chat screen, the chips above the box list Default and every active persona you can use. Press one before your first message. Chatting with a persona, under Chat, covers the rest.
Try it in Secretary, or create an account to get started.
Related guides
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.
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.