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 provide instructions during an agenda. Learn More.
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. Learn More.
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 by asking the user to tell you about their background. Based on the user’s response, the AI persona will then ask follow-up questions that probe the user’s answer and encourage them to elaborate. Debate items keep conversations dynamic and are ideal for situations where you want to explore and discuss a topic with the user. Learn More.
Q&A
To allow users to ask questions during an agenda.
Use this for parts of the conversation where you’d typically say, “Do you have any questions for me?” It’s usually placed at the beginning or end to give the user a chance to raise any concerns. Note that a Q&A agenda item functions just like standard Q&A mode outside of an agenda, drawing from the persona’s knowledge base to answer questions. Learn More.
Cart
To allow users to select from a list of products or services.
Link a product list to this agenda item to let users browse and select items through a natural conversation (e.g. restaurant menus, clothing, or service listings). It builds a cart with one or more selected items, calculates totals, and provides a breakdown of taxes and service fees. Ideal for restaurants or e-commerce businesses that handle sales manually through WhatsApp or other messaging platforms. Learn More.
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. Learn More.
Schedule
To let users book appointments.
Connect your calendar (via Cal.com) to let your persona check your availability, suggest suitable time slots to users, and send out invites for either video or in-person meetings. Learn More.
Select
To help users search and select from a database or other structured data source.
Use this when you want the user to pick from a larger or more complex dataset—like a list of job openings, a database of properties, or anything stored in a table or database. The AI persona can surface relevant options based on what the user says (e.g. “I’m looking for a 2-bedroom flat in London”), then narrow it down with follow-up filters or clarifying questions. Perfect for search experiences where users need to browse options and make a choice. Learn More.
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 Agenda Features
Advanced features include agenda inputs, conditional logic, and communication modes. Learn More.