Prerequisites
Before creating Personas, ensure you have:- Access to Studio
- Sufficient credits in your account
1
Get Started
There are two ways to create a Persona:
Start creating your Persona from Persona Playground

2
Define Behaviour
Define or update your Persona’s behavior. You can include dynamic variables (e.g. 
{{variable_name}}
) that will be replaced with actual values when the Persona is used.- Use
{{variable_name}}
syntax for replacements
To learn more about replacements, check out the Replacements guide.

3
Configure Persona
Configure the core aspects of your persona:
Set AI Model
Set AI Model
Choose the AI model that best fits your use case:

Add Sources
Add Sources
Connect your data Sources to improve the accuracy and relevance of AI responses. This allows the AI to reference up-to-date information and context, ensuring more informed interactions.
- You can upload documents, website URLs, or text content
To learn more about Sources, check out the Sources guide.

Adjust Configuration Parameters
Adjust Configuration Parameters
Fine-tune your Persona parameters:

Access Template Library
Access Template Library
Access our template library at any point during configuration:
- View available templates by category
- Preview template behaviors
- Apply template settings to your current persona

This is an alternative way to access templates if you didn’t start with one. Your existing configurations will be overridden.
4
Test Interactions
Validate your Persona’s behavior in the playground:
- Test different scenarios
- Verify knowledge accuracy
- Check response consistency

5
Compare Models
Compare the performance of different AI models:

- View response quality
- Adjust configurations
- Analyze response time


6
Save and Publish
Finalize your Persona configuration:
- Save as draft to continue editing and share with your team later
- Publish to make it available to your team

Users on the Free plan can create up to 10 Personas. Upgrade your plan to
create more Personas and access additional features.