Personas

Personas are pre-configured AI specialists designed for specific tasks. Unlike general-purpose agents, personas come with structured inputs, defined deliverables, and step-by-step processes (SOPs) that guide their work.

What Are Personas?

A persona is an AI worker optimized for a specific job. Each persona includes:

• Structured inputs — Defined fields for task requirements
• Deliverables — Guaranteed output formats
• SOP steps — Step-by-step process the AI follows
• Tool integrations — Pre-configured connections (GitHub, Slack, etc.)
• Cost controls — Duration and credit limits

Think of personas as expert consultants you can hire on-demand for specific tasks.

Persona Categories

Research

AI researchers that gather, analyze, and synthesize information:

Persona	Description
Competitive Intel Analyst	Research competitors and market positioning
Market Research Analyst	Analyze market trends and opportunities
Technical Research Assistant	Deep-dive into technical topics
Academic Literature Reviewer	Survey academic papers and studies

Content

AI writers and creators for various content types:

Persona	Description
Blog Post Writer	Create SEO-optimized blog content
Social Media Manager	Generate posts and engagement strategies
Technical Writer	Document features and create guides
Newsletter Editor	Curate and write email newsletters

Development

AI developers for code and technical tasks:

Persona	Description
Code Reviewer	Review PRs for quality and best practices
DevOps Assistant	Help with CI/CD, infrastructure, monitoring
Bug Hunter	Analyze codebases for potential issues
Documentation Generator	Create API docs and code documentation

Data

AI analysts for data processing and insights:

Persona	Description
Data Analyst	Analyze datasets and generate reports
SQL Query Expert	Write and optimize database queries
Dashboard Designer	Design metrics and visualizations
Data Quality Auditor	Identify and fix data issues

Operations

AI assistants for business operations:

Persona	Description
Project Manager	Plan tasks and track progress
Meeting Summarizer	Transcribe and summarize meetings
Process Optimizer	Analyze and improve workflows
Customer Success Manager	Manage customer relationships

Business

AI advisors for strategy and planning:

Persona	Description
Business Analyst	Create business cases and analyses
Proposal Writer	Draft business proposals and RFPs
Strategy Consultant	Develop strategic recommendations
Financial Analyst	Analyze financial data and forecasts

Proposals

AI specialists for formal documents:

Persona	Description
Grant Writer	Write grant applications
RFP Responder	Respond to requests for proposals
Contract Reviewer	Analyze and summarize contracts
Policy Writer	Draft policies and procedures

Personas vs Agents

Feature	Personas	Agents
Purpose	Specific tasks with defined outputs	General conversation and assistance
Inputs	Structured fields with validation	Free-form messages
Outputs	Guaranteed deliverables	Variable responses
Process	Step-by-step SOP	Autonomous reasoning
Duration	Minutes to hours	Real-time
Cost control	Built-in limits	Manual monitoring
Approvals	Configurable checkpoints	Not applicable
Best for	Complex, repeatable tasks	Interactive help

Key Features

Structured Inputs

Each persona defines required and optional inputs:

{
    inputFields: [
        {
            name: "company_name",
            label: "Target Company",
            type: "text",
            required: true,
            placeholder: "e.g., Acme Corp"
        },
        {
            name: "focus_areas",
            label: "Research Focus",
            type: "multiselect",
            options: ["Pricing", "Features", "Marketing", "Team"]
        },
        {
            name: "timeframe",
            label: "Analysis Period",
            type: "select",
            options: ["Last 30 days", "Last quarter", "Last year"]
        }
    ];
}

Guaranteed Deliverables

Personas specify what they'll produce:

{
    deliverables: [
        {
            name: "competitive_analysis",
            description: "Detailed competitor analysis report",
            type: "markdown",
            guaranteed: true
        },
        {
            name: "comparison_chart",
            description: "Feature comparison spreadsheet",
            type: "csv",
            guaranteed: true
        },
        {
            name: "executive_summary",
            description: "One-page executive summary",
            type: "pdf",
            guaranteed: false
        }
    ];
}

SOP Steps

Each persona follows a defined process:

{
    sopSteps: [
        "Gather initial information about the target company",
        "Research public information (website, press, social)",
        "Analyze product features and pricing",
        "Compare with key competitors",
        "Identify strengths, weaknesses, opportunities",
        "Generate comprehensive report",
        "Create summary deliverables"
    ];
}

Progress is tracked step-by-step with real-time updates.

Autonomy Levels

Control how much oversight the persona requires:

Level	Description
full_auto	Runs without approval (within cost limits)
approve_high_risk	Pauses for high-risk actions
approve_all	Requires approval at each step

Cost Controls

Set limits to prevent runaway tasks:

{
  maxDurationHours: 2,
  maxCostCredits: 100,
  estimatedDuration: {
    minMinutes: 15,
    maxMinutes: 45
  }
}

Getting Started

1. Browse personas — Explore the gallery by category
2. Select a persona — Choose one that matches your task
3. Fill inputs — Provide the required information
4. Configure limits — Set duration and cost controls
5. Launch — Start the persona task
6. Monitor — Track progress and approve if needed
7. Collect deliverables — Download generated outputs

Learn how to create custom personas

Learn how to use personas effectively

API Access

Run personas programmatically:

# Start a persona task
POST /api/personas/{personaId}/instances

{
  "taskTitle": "Q4 Competitive Analysis",
  "structuredInputs": {
    "company_name": "Acme Corp",
    "focus_areas": ["Pricing", "Features"]
  },
  "maxDurationHours": 2,
  "maxCostCredits": 100
}

# Check progress
GET /api/personas/instances/{instanceId}

# Get deliverables
GET /api/personas/instances/{instanceId}/deliverables

See the API Reference for complete documentation.