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Using Personas

Learn how to run persona tasks effectively, manage approvals, track progress, and collect deliverables.

Running a Persona Task​

1. Select a Persona​

Browse the persona gallery and choose one that matches your task:

2. Fill Structured Inputs​

Complete the required fields:

Each persona has specific inputs tailored to its task. Fields may include:

  • Text inputs for names, descriptions
  • Selections for options and preferences
  • Tags for topics or keywords
  • File uploads for reference materials
  • URLs for external resources

3. Configure Execution​

Set limits for the task:

SettingDescriptionRecommendation
Max DurationMaximum hours to runStart with persona's estimate
Max CostMaximum credits to spend2-3x estimated cost
Autonomy LevelApproval requirementsapprove_high_risk for new personas

4. Connect Integrations​

If the persona requires external tools, connect them:

Required connections must be set up before running. Optional connections enhance capabilities but aren't mandatory.

5. Launch​

Click Start Task to begin execution.

Monitoring Progress​

Progress Dashboard​

Track your persona task in real-time:

The dashboard shows:

  • Current step — Which SOP step is active
  • Progress bar — Visual completion percentage
  • Cost tracker — Credits consumed so far
  • Duration — Time elapsed
  • Activity log — Detailed actions taken

SOP Progress​

Each SOP step has a status:

StatusDescription
PendingNot yet started
In ProgressCurrently executing
CompletedSuccessfully finished
SkippedBypassed (not applicable)
Step Progress:
[x] 1. Review project requirements
[x] 2. Analyze code repository
[>] 3. Identify API endpoints      <- Current step
[ ] 4. Document schemas
[ ] 5. Write authentication guide
[ ] 6. Create code examples
[ ] 7. Generate summary
[ ] 8. Final review

Activity Log​

Real-time log of persona actions:

10:32:15 - Started task: Q4 Competitive Analysis
10:32:18 - Step 1: Reviewing project requirements
10:32:45 - Searched web for "Acme Corp company info"
10:33:12 - Found 15 relevant results
10:33:30 - Step 2: Analyzing public information
10:34:15 - Scraped website: acmecorp.com
10:35:02 - Extracted pricing information
10:35:30 - [APPROVAL NEEDED] Request to access LinkedIn data

Real-Time Messages​

View the conversation between you and the persona:

Persona: I've completed the initial research phase. I found that Acme Corp
         recently launched three new products. Should I focus on all three,
         or would you like me to prioritize specific ones?

You:     Focus on their enterprise product line, specifically the API offering.

Persona: Understood. I'll focus the competitive analysis on their enterprise
         API products. Moving to the detailed feature comparison...

Approval Workflows​

How Approvals Work​

When autonomyLevel is set to approve_high_risk or approve_all, the persona pauses for certain actions:

  1. Persona identifies an action requiring approval
  2. Task pauses with status waiting_approval
  3. You receive a notification (email, Slack, etc.)
  4. You review and approve or reject
  5. Persona continues or adjusts based on your decision

Approval Requests​

Approval requests include:

{
  action: "github:create_issue",
  description: "Create GitHub issue for documentation gaps",
  parameters: {
    repository: "acme/api-docs",
    title: "Missing endpoint documentation",
    body: "The following endpoints need documentation..."
  },
  risk: "medium",
  reasoning: "This will create a visible issue in your repository"
}

Responding to Approvals​

You have three options:

ActionDescription
ApproveAllow the action to proceed
RejectDeny the action, persona will find alternative
ModifyChange parameters before approving

Notification Channels​

Configure where you receive approval requests:

{
  notificationConfig: {
    onApprovalNeeded: true,
    onCompletion: true,
    slackChannelId: "C12345678"  // Optional Slack notifications
  }
}

Completion​

Task Status​

Tasks complete with one of these statuses:

StatusDescription
completedSuccessfully finished with all deliverables
max_durationHit time limit
max_costHit credit limit
cancelledManually cancelled
failedEncountered unrecoverable error
user_completedUser marked as done early

Deliverables​

When a task completes, collect your deliverables:

Each deliverable includes:

  • Preview — View content inline
  • Download — Save to your device
  • Copy — Copy content to clipboard
  • Send — Export to connected services

Deliverable Types​

TypeFormatActions
markdown.mdPreview, Download, Copy
csv.csvPreview, Download
json.jsonPreview, Download, Copy
pdf.pdfPreview, Download
codeVariousPreview, Download, Copy
image.png/.jpgPreview, Download
html.htmlPreview, Download

Cost Tracking​

Credits​

Persona tasks consume credits based on:

  • LLM tokens (input and output)
  • Tool calls (web search, integrations)
  • File processing (documents, images)

Cost Breakdown​

Task: Q4 Competitive Analysis
Duration: 45 minutes
Total Cost: 67 credits

Breakdown:
- LLM (Claude Sonnet): 42 credits
  - Input: 125,000 tokens
  - Output: 18,000 tokens
- Web Search: 12 credits (8 searches)
- Website Scraping: 8 credits (4 pages)
- Document Generation: 5 credits

Cost Controls​

Prevent runaway costs with limits:

{
  maxCostCredits: 100,      // Hard cap
  warningThreshold: 80,     // Alert at 80%
  pauseOnWarning: true      // Pause for confirmation
}

Advanced Usage​

Providing Additional Context​

Beyond structured inputs, you can provide:

Knowledge Bases: Link relevant knowledge bases for the persona to reference:

{
    additionalContext: {
        knowledgeBases: ["kb_company_docs", "kb_competitors"];
    }
}

Files: Upload reference documents:

{
    additionalContext: {
        files: [
            { name: "brand_guidelines.pdf", url: "..." },
            { name: "previous_analysis.md", url: "..." }
        ];
    }
}

URLs: Provide web pages for context:

{
    additionalContext: {
        urls: ["https://competitor.com/pricing", "https://docs.competitor.com/api"];
    }
}

Interacting During Execution​

For personas with approve_high_risk or approve_all, you can:

  1. Provide guidance — Answer questions and clarify requirements
  2. Redirect focus — Adjust priorities mid-task
  3. Skip steps — Mark steps as not needed
  4. Add information — Provide additional context as needed

Early Completion​

If you're satisfied with partial results:

  1. Click Mark as Complete
  2. Confirm you want to stop execution
  3. Deliverables generated so far are saved

This is useful when:

  • You have what you need
  • The task is taking longer than expected
  • You want to iterate on partial results

Resuming Tasks​

If a task is paused (waiting for approval or input):

  1. Go to Personas > My Tasks
  2. Find the paused task
  3. Provide the required input or approval
  4. Task resumes automatically

Best Practices​

Start with Estimates​

Use the persona's estimated duration and cost as a baseline, then adjust based on your specific task complexity.

Clear Inputs​

Provide detailed, specific inputs:

Good: "Analyze Acme Corp's enterprise API pricing vs our $99/month plan,
       focusing on feature parity and value proposition for mid-market companies"

Poor: "Compare competitors"

Iterative Approach​

For complex tasks:

  1. Start with a shorter duration limit
  2. Review partial results
  3. Run again with refinements if needed

Monitor Actively​

For important tasks:

  • Watch the progress dashboard
  • Respond to questions promptly
  • Provide guidance when asked

Review Deliverables​

Always review generated content before using:

  • Check factual accuracy
  • Verify calculations
  • Ensure brand/style alignment

Troubleshooting​

Task Stuck​

If a task isn't progressing:

  1. Check for pending approvals
  2. Verify connected services are working
  3. Check if cost/duration limits are reached
  4. Review activity log for errors

Poor Quality Results​

If deliverables aren't meeting expectations:

  1. Provide more specific inputs
  2. Add additional context (files, URLs)
  3. Use approve_all to guide each step
  4. Try a different persona for the task

Connection Errors​

If integrations fail:

  1. Verify connections in Settings
  2. Re-authenticate if needed
  3. Check required permissions/scopes
  4. Test connection independently