Overview

What is an Agenda?

An Agenda in Persona Studios is a structured conversation framework that allows your AI Persona to lead interactions effectively. It defines the flow of dialogue, ensuring that key topics are covered systematically, much like a meeting agenda.

Agendas support various item types, including:

1. Convey: 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.
2. Gather: Collect basic data points like names, emails, LinkedIn URL’s, and other short answers.
3. Debate: Engage in dynamic discussions with targeted follow-up questions based on what the user provides. For example, if the user says “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.”
4. Q&A: 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.
5. Cart: 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.
6. API: Pull or push data from an external system like Airtable, Hubspot, or literally any system you can think of that has a webhook. 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.
7. Schedule: 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. Learn More

Output

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.

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.

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Agenda Completion

Upon completion, agendas transition back to a Q&A mode. Data from completed or incomplete agendas can be sent to connected systems, ensuring seamless workflow integration.

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Advanced Features

Advanced features include agenda inputs, conditional logic, and communication modes. These tools enhance flexibility, allowing for tailored and context-aware interactions.

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For more details, visit Persona Studios .