AI Personas

AI Personas let you create intelligent chatbot personalities that can respond to customer messages automatically. Unlike simple auto-responders, personas understand context and hold natural conversations.

Accessing AI Personas

Click AI Personas in the sidebar to view and manage your personas.

What is a Persona?

A persona is an AI-powered chatbot with a defined personality, knowledge base, and set of rules. When a customer messages your page, the persona can respond naturally based on its configuration.

Creating a Persona

1. Click Create Persona
2. Configure the persona:
   • Name -- A label for your reference (e.g., "Friendly Sales Rep")
   • Personality -- Describe the tone and style (e.g., "Professional but warm, uses first names")
   • Knowledge -- What the persona knows about your business (products, services, hours, policies)
   • Instructions -- Rules for behavior (e.g., "Always suggest booking a call for pricing questions")
3. Assign the persona to one or more connected pages
4. Click Save

How Personas Respond

When a customer sends a message:

1. The AI reads the conversation history for context
2. It applies the persona's personality and knowledge
3. It generates a response that sounds natural and on-brand
4. The response is sent to the customer

Managing Personas

• Edit -- Update a persona's personality, knowledge, or page assignments
• Disable -- Turn off a persona temporarily without deleting it
• Delete -- Remove the persona permanently

Personas vs. Auto-Responders

Tip: Start with an auto-responder for simple FAQs and layer in an AI persona for more complex conversations.

Next Steps

• Build Questionnaires
• Set Up Nurture Sequences