Agenda Overview
An “agenda” in Persona Studios is a structured conversation framework that allows your AI persona to lead conversations effectively. It defines the flow of dialogue, ensuring that key topics are covered systematically, much like a meeting agenda.
Agenda Item Types
Agendas can be built using various pre-made “agenda item types”, including:
- Convey: To tell user something
When you want your persona to read from a script, or convey a simple message from a prompt. Typically used at the beginning or end of a conversation, or when you want to say a boilerplate message during an agenda.
- Gather: To collect info from a user
This item is typically used to collect basic data points like names, emails, LinkedIn URL’s, and other info that just requires short short answers from the user.
- Debate: To ask user a question and then let AI generate follow-ups
Engage in dynamic discussions with targeted follow-up questions based on what the user says. For example, in the case of an interview, you might start with asking user to tell you about thier background. If the user answers “I previously worked for 10 years at a blockchain startup running their compliance department”, your persona may ask something like “That sounds interesting! What were some of the especially interesting challenges you faced? I can imagine getting a startup to comply with governments that may not be receptive to blockchain may be difficult sometimes.”. Debate items keep conversations dynamic and are ideal for situations where you want to explore and discuss a topic with the user
- Q&A: To allow users to ask questions during an agenda
The section in the conversation where you would say “Do you have any questions for me?” Typically put at the end of the conversation for use cases around screening candidates, but can also be put in the front for inside sales calls or in multiple places in an agenda for learning or tutorial agendas.
- Cart: To allow users to select from a list of products or services
Connect a product list and this single item will handle all the conversational aspects of browsing products (e.g. restaurant menus, clothing items, service listings, SKUs, etc), creating a cart with one or more items the user wants to purchase, and will calculate tax as well. Useful for restaurants or e-commerce stores that do sales manually via WhatsApp or other messaging channels.
- API: To connect to your own systems
Pull or push data from an external system like Airtable, Hubspot, or any system you can think of that has an API. This allows your agenda to pull data like order status which the rest of the agenda will have access to, or to push data at the end to other systems.
- Schedule: To let users book appointments
Hookup your calendar (via Cal.com) and have your persona be able to find available times for your users that match your calendar availability and send an invite out for either a video meeting or an in-person meeting.
Persona Modes
Your AI persona has two modes:
- Q&A Mode: where the user leads with questions and the persona answers
- Agenda Mode: where the persona takes the lead and drives the conversation.
So how does your persona switch between modes? Read on to find out!
Agenda Triggering
If a user is chatting with your persona in its normal Q&A mode then it will switch into agenda mode if the user says a trigger phrase (this is set up in the agenda builder). For example, if your persona handles restaurant bookings, a phrase like “I’d like to book a table” could launch a reservation agenda.
Agenda Auto-Start
You may prefer to launch straight into an agenda from the start.
On Web, you can skip the default Q&A flow and drop users straight into an agenda. Go to My Persona > Agenda, select the agenda you want to auto-start, then click the gear icon next to “Query Builder” to copy the unique URL. Sharing this URL will launch the conversation directly in that agenda—no trigger phrase needed. You can also use the Query Parameters option to pass data into the URL. Any data provided this way will automatically pre-populate the relevant agenda outputs.
You can also auto-start your agenda in WhatsApp. Learn More .
Agenda Outputs
Outputs are the data points generated during an agenda, such as user responses or conversation summaries. These can be mapped to external systems like CRMs for further processing. Learn More.
Agenda Scoring
Agendas utilize a scoring system with green and red flags to evaluate interactions. Green flags indicate positive attributes, while red flags highlight potential issues. This helps prioritize and filter user engagements effectively. Learn More
Agenda Completion
Upon completion, agendas transition back to a Q&A mode. Data from completed or incomplete agendas can be sent to connected systems for further analysis/evaluation. Learn More.
Advanced Features
Advanced features include agenda inputs, conditional logic, and communication modes. These tools enhance flexibility, allowing for tailored and context-aware interactions. Learn More.