Connect Knowledge to Personas

After uploading knowledge to your Knowledge Library, the next step is to connect relevant sources to your personas. Each persona can have different knowledge sources enabled based on its specific role and purpose.

Why Selective Linking Matters

Your Knowledge Library contains all your expertise, but not every persona needs access to everything. By selectively linking knowledge:

🎯 Focused responses - Personas only use relevant information
⚡ Faster processing - Less knowledge to search through means quicker answers
🎭 Role-specific expertise - Support personas focus on FAQs, sales personas on pricing
🔒 Information control - Keep sensitive content available only to specific personas

💡 Example: Your default persona might have access to all 47 knowledge sources, while your support persona uses only 4 sources (FAQs, troubleshooting guides, product docs, and changelog).

Understanding the Knowledge Library Connection

The Knowledge Library serves as the foundation for all your personas:

Upload once - Add content to your central Knowledge Library
Link selectively - Choose which sources each persona can access
Reuse content - The same knowledge source can power multiple personas
Update centrally - Changes to a source automatically update in all linked personas

How to Link Knowledge to a Persona

Step 1: Access Persona Settings

Log in to your MyClone dashboard
Navigate to “Personas” in the sidebar
Select the persona you want to configure
Click on “Knowledge Sources” or “Settings” tab

Step 2: View Available Knowledge

You’ll see a list of all knowledge sources from your Knowledge Library:

✅ Enabled sources - Currently linked to this persona (highlighted or toggled ON)
⭕ Available sources - In your library but not linked to this persona (toggled OFF)
📊 Source count - Total number of enabled sources displayed (e.g., “4 of 47 sources enabled”)

Step 3: Enable Knowledge Sources

To add a knowledge source to this persona:

Find the knowledge source you want to enable
Click the toggle switch or checkbox next to the source name
The source is immediately enabled - no save button needed
The persona can now access this knowledge in conversations

Example from video: Enabling the “Changelog” knowledge source for the support persona so it can answer questions about recent updates.

Step 4: Disable Knowledge Sources

To remove a knowledge source from this persona:

Find the enabled knowledge source (toggle is ON)
Click the toggle switch to disable it
The source is immediately removed from this persona
The persona will no longer use this knowledge in responses

Example from video: Disabling the “AppSumo Launch” knowledge source from the support persona because it’s not relevant for customer support queries.

Real-World Examples

Example 1: Default Persona (All Knowledge)

Use case: General-purpose persona that can answer any question

Knowledge sources enabled: All 47 sources

Product documentation
FAQs
Blog posts
Video transcripts
Case studies
Pricing information
Company history
And more…

When to use: When you want a comprehensive persona that handles all types of inquiries.

Example 2: Support Persona (Focused Knowledge)

Use case: Technical and customer support assistance

Knowledge sources enabled: 4 carefully selected sources

✅ FAQs
✅ Technical documentation
✅ Troubleshooting guides
✅ Changelog

Knowledge sources disabled:

❌ Sales materials
❌ Pricing information
❌ Marketing content
❌ AppSumo launch details

Why this works: The support persona stays focused on helping customers solve problems without getting distracted by sales or marketing information.

Example 3: Sales Persona (Revenue-Focused)

Use case: Lead capture, product demos, and sales conversations

Knowledge sources enabled:

✅ Product features and benefits
✅ Pricing and plans
✅ Case studies and testimonials
✅ Competitive advantages
✅ ROI examples

Knowledge sources disabled:

❌ Technical troubleshooting
❌ Internal documentation
❌ Developer guides

Why this works: The sales persona focuses on value propositions and conversion without technical details that might overwhelm prospects.

Best Practices for Linking Knowledge

1. Start Minimal, Add as Needed

Begin with a small set of core knowledge sources:

✅ Start with 3-5 essential sources
✅ Test the persona with those sources
✅ Add more sources based on gaps you discover
❌ Don’t enable all sources from the start

2. Match Knowledge to Persona Purpose

Align knowledge sources with what the persona needs to do:

Support personas → FAQs, troubleshooting, product docs
Sales personas → Features, pricing, case studies
Educational personas → Courses, tutorials, best practices
Brand personas → Company values, mission, content

3. Review and Update Regularly

Keep your persona’s knowledge current:

📅 Monthly review of enabled sources
➕ Add new relevant sources as you create them
➖ Remove outdated or irrelevant sources
🔄 Update existing sources with new information

4. Test After Linking

Always test your persona after enabling or disabling sources:

Chat with your persona
Ask questions related to the newly linked knowledge
Verify the persona responds accurately
Check that disabled knowledge is no longer referenced

5. Monitor Performance

Track how your persona uses different knowledge sources:

Which sources get referenced most often?
Are there sources that never get used?
Do users ask questions you don’t have knowledge for?
Are responses accurate and helpful?

Managing Multiple Personas

When managing several personas, keep track of which knowledge each uses:

Persona	Purpose	Knowledge Sources Enabled	Total Count
Default	General inquiries	All sources	47
Support	Customer help	FAQs, docs, troubleshooting, changelog	4
Sales	Lead conversion	Features, pricing, case studies, testimonials	6
Onboarding	New user help	Getting started guide, tutorials, quick start	3

💡 Tip: Create a simple spreadsheet to track which personas use which knowledge sources, especially as your library grows.

Video Walkthrough

Watch how to link knowledge sources to personas:

Watch on Loom

Video highlights:

0:00 - Introduction to linking knowledge
0:16 - Understanding the Knowledge Library foundation
0:24 - Accessing knowledge sources (default persona with 47 sources)
0:41 - Customizing knowledge for support persona (4 sources)
1:03 - Enabling and disabling sources (toggle process)
1:27 - Key takeaway: Simple toggle process

Common Questions

Do I have to link knowledge when creating a persona?

No, you can create a persona first and link knowledge sources later. However, your persona won’t be very useful until it has knowledge to draw from.

Can I link the same knowledge source to multiple personas?

Yes! That’s the whole point of the centralized Knowledge Library. Upload once, use everywhere.

What happens if I update a knowledge source?

When you update a knowledge source in your library, the changes automatically apply to all personas that have that source enabled.

Can I see which personas are using a specific knowledge source?

Yes, you can typically view this from the Knowledge Library interface, where you’ll see which personas have each source enabled.

What’s the maximum number of knowledge sources per persona?

There’s no hard limit, but we recommend being selective. More sources can dilute your persona’s focus and slow down response times.

Do disabled sources stay in my library?

Yes, disabling a source from a persona doesn’t delete it from your Knowledge Library. It just removes the link for that specific persona.

Troubleshooting

Persona not using newly enabled knowledge?

Wait a few minutes for the system to process the link
Refresh your browser
Try asking specific questions related to that knowledge
Check that the source was fully processed in the Knowledge Library

Can’t find a knowledge source to enable?

Make sure you’ve uploaded it to the Knowledge Library first
Check that the upload/processing completed successfully
Refresh the knowledge sources list

Persona giving outdated information?

Check which knowledge sources are enabled
Verify the knowledge source itself is up-to-date in the library
Consider disabling outdated sources

Next Steps

Now that you’ve linked knowledge to your personas:

Chat with Your Persona - Test your persona and verify it uses the knowledge correctly
Managing Your Persona - Monitor performance and refine over time
Sharing Your Persona - Share your trained persona with others

Need help? Check our FAQ or contact support.

Next: Chat with Your Persona →