Managing Your Persona

Keep your AI persona performing at its best with regular monitoring, updates, and optimizations.

Persona Dashboard

Your management hub includes:

📊 Analytics - Usage stats and metrics
💬 Recent conversations - Latest interactions
⚙️ Settings - Configuration options
📚 Knowledge base - Training content
👥 Access control - Who can chat

Monitoring Performance

Key Metrics

Engagement:

Total conversations
Active users
Average session length
Return rate

Quality:

User satisfaction ratings
Response accuracy
Conversation completion rate
Feedback scores

Analytics Dashboard

Track performance:

This Week:
- 45 conversations
- 28 unique users
- 4.5/5 avg rating
- 85% completion rate

Updating Your Persona

Regular Maintenance

Weekly:

Review recent conversations
Check for knowledge gaps
Read user feedback
Test with new questions

Monthly:

Add new content
Update outdated information
Refine communication style
Analyze trends

Knowledge Updates

When to update:

✅ New methodologies or frameworks
✅ Updated expertise or certifications
✅ Common questions emerging
✅ User confusion on topics

How to update:

Identify gaps or issues
Add relevant content
Test changes
Monitor improvements

Optimization Tips

Improve Response Quality

Add Specificity: Instead of general advice, provide:

Step-by-step processes
Specific examples
Concrete numbers
Real case studies

Enhance Context: Help your persona understand:

When to give detailed vs. brief answers
How to handle edge cases
What follow-ups to suggest
When to ask clarifying questions

Refine Communication Style

Match your tone:

Formal vs. casual
Technical vs. accessible
Direct vs. conversational
Supportive vs. challenging

Handle Common Issues

If persona is too vague:

Add more specific examples
Include detailed case studies
Provide frameworks and processes

If persona is too technical:

Add explanatory content
Include analogies and metaphors
Simplify complex topics

Access Control

Public vs. Private

Public Personas:

Anyone can chat
Great for audience building
Scales your reach
Free plan available

Private Personas:

Invite-only access
Control who interacts
Premium feature
Team collaboration

Setting Permissions

Control access by:

Email whitelist
Password protection
Team membership
Payment requirement

Content Management

Organizing Knowledge

Create categories:

└── My Expertise
    ├── Core Methodologies
    ├── Common Questions
    ├── Case Studies
    ├── Best Practices
    └── Advanced Topics

Version Control

Keep track of changes:

Date of updates
What was changed
Why it was changed
Performance impact

Handling Feedback

User Ratings

When you receive feedback:

Review the conversation - Understand context
Identify the issue - What went wrong?
Update training - Add relevant content
Test improvement - Verify fix works

Common Feedback Types

“Not helpful”

Add more actionable advice
Provide specific examples
Include step-by-step guidance

“Doesn’t sound like you”

Add more content in your voice
Include your communication patterns
Share your unique perspective

“Inaccurate information”

Correct the knowledge base
Remove conflicting content
Add clarifications

Advanced Features

API Access

Integrate your persona:

Custom applications
Your website
Internal tools
Third-party platforms

Webhooks

Get notified of:

New conversations
User feedback
Usage milestones
System updates

Custom Integrations

Connect with:

CRM systems
Analytics tools
Communication platforms
Learning management systems

Troubleshooting

Performance Issues

Slow responses:

Check system status
Verify network connection
Contact support if persistent

Inconsistent quality:

Review recent training data
Check for conflicting information
Ensure knowledge base is organized

Technical Problems

Can’t access dashboard:

Clear browser cache
Try incognito mode
Check login credentials
Contact support

Changes not reflecting:

Allow processing time (5-10 minutes)
Clear cache and refresh
Verify changes were saved

Best Practices

Regular Maintenance Schedule

Daily:

Quick check on new conversations
Respond to urgent feedback

Weekly:

Review analytics
Test with new questions
Update based on feedback

Monthly:

Major content updates
Performance analysis
Strategy adjustment

Quality Assurance

Maintain high standards:

✅ Test regularly
✅ Monitor user satisfaction
✅ Act on feedback quickly
✅ Keep content current
✅ Stay true to your expertise

Next Steps

Sharing Your Persona - Make it public
Best Practices - Advanced optimization
Pricing Plans - Upgrade for more features

Need help? Check our FAQ or contact support.