The Persona UI is designed to streamline the process of creating and managing personas within the Organization Settings.

This document outlines the specifications and features required for implementing the Persona UI, including persona ID creation, type management, prompt templates, knowledge sources, and permissions.

Persona Management

Here's how to easily create a new persona for your organization.

1. Create a new persona for your organization settings options.
   • Users can choose from Bot or Agent Assist.
2. When users create a new persona, the system generates a random ID in a predefined format.
3. The persona type appears in a dropdown but is fixed to prevent changes after creation.
4. Users can also add optional notes in the Description section.
5. A dropdown menu shows prompt templates relevant to the persona type, with the most suitable system template selected by default.
6. All available Knowledge Sources from the organization are displayed for selection.
7. The more menu on top includes a duplicate option, letting users copy a persona with a new ID automatically generated for the copied persona.
8. The Save button is highlighted after actual changes are made in the above mentioned settings.

Persona ID Creation

ID Format: The persona ID is generated automatically and follows a consistent format. You can use different formats to distinguish between bot and agent personas.
Duplication: When you duplicate a persona, a new ID is generated for the copy.

Persona Type

Display: The persona type is displayed in a drop-down menu but cannot be changed anymore to prevent further changes to ensure that the type is fixed after the persona is created.
Types: Currently, the types include Bot and Agent Assist (previous image), with the potential to add more types in the future.

Description

Field Type: (Optional) The Description field is a text area, enabling users to add notes or explanations.

Prompt Templates

Drop-down Menu: The prompt template drop-down menu displays prompt templates.
Filtering: Users can choose only valid prompt templates corresponding to the persona type.
Default Selection: The most relevant system prompt template is set by default.

Knowledge Sources

Display: Users can view and select knowledge sources from the organization where they are creating these personas.

More Menu

Duplicate Option: The Options menu (three vertical dots) has a Duplicate option, which generates a new ID for the copied persona.

Permissions

Org Settings Visibility

Owner Access: Only owners of the organization can view the Personas tab in the org settings.

Brain Settings Permissions

Consistent Permissions: Updating the selected persona in the brain settings requires the same permissions as the rest of the brain settings.