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OverviewManager PanelAI-Personas Management

AI-Personas Management

Create, edit, publish and share the AI-Personas of your workspace.

Create personas under Manage → AI-Personas, then publish and share them with learners. Owners, Admins and Content Managers manage personas they can access. Teamleads manage their own and their teams' personas. Members create their own from AI-Personas.

Create a persona

  1. Click New Persona.
  2. Describe the counterpart and situation.
  3. Choose Conversation type.
  4. Choose Difficulty.
  5. Send the description with the arrow button, or choose Create blank.

The builder opens with an AI chat and the persona form. Use + to attach source files or enable web and knowledge-base search. Changes save automatically.

Tip

Ask for a concrete change, such as "Add an objection about delivery times."

Edit the persona

FieldPurpose
PictureUpload an image or use Generate with AI. Generation needs a name and user instructions.
Full name, Job title, CompanyIdentifies the counterpart.
AI InstructionsDefines its behaviour, goals and objections. Learners do not see these.
User InstructionsDescribes the learner's scenario.
Voice, AmbianceSets voice and optional background sound.
TagsHelps you find the persona later.

Set difficulty, gender and conversation type through the AI chat. The first save requires a name, gender, difficulty and published conversation type.

Voice or chat

Ask the AI to make the persona a chat conversation if learners should write instead of speak. You can also change an existing persona this way. The AI adapts its scenario to text chat. Publish the change before learners use it. The form has no format switch.

Publish and manage versions

  1. Click Publish.
  2. Choose the audience at the first publication.
  3. Confirm with the publish button for that audience.

Publish with message adds a description of the change.

Later edits remain unpublished until you publish again. Open Unpublished changes to review or discard them. Version history restores an earlier version into the draft. Publish it to make it live.

DraftPublishPublishedEditPublish againUnpublished changes
A published persona never becomes a draft again. Version history restores earlier versions.

Sleak translates the job title and user instructions when they are first needed in another language. A published persona cannot return to draft status.

Share

  1. Open the persona's … menu.
  2. Click Share.
  3. Add people or teams, or choose workspace access under General access.
  4. Click Done.

ShareVanessa Bruns

Search for people and teams to invite

People with access

  • Lena Hoffmann (you)Owner
  • Sales SouthTeam

General access

Only people with access

Only owners, admins and content managers can share with the whole workspace.

Done
New personas are private. The person who created one always keeps access.

Publishing and sharing are separate. A new persona is private. The creator always keeps access. Other people, including Admins, need sharing access. Only Owners, Admins and Content Managers can share with the whole workspace. Other roles can share with people and their own teams.

Find, duplicate or delete a persona

OptionResult
Published / DraftsSeparates live personas from personas never published.
Search and filtersFinds personas by name, difficulty, conversation type, creator, visibility or tags.
DuplicateCreates a copy with the sharing you are allowed to set.
DeleteRemoves the persona but keeps its history and sharing.
View recently deleted → RestoreBrings back a deleted persona.

Click a persona to preview it. Use Start conversation or Start chat to test a published persona. Select multiple rows to share or delete them together.

Last updated on 14 November 2026

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