Select

The Select agenda item enables your persona to guide users in exploring and selecting from structured data sources like Knowledge Base tables, API results, or previously generated outputs.

How to Set Up

Navigate to Agenda Editor: Access the “My Persona” section in your dashboard and select the Agenda tab.
Choose Agenda Item Type: In the Agenda Editor, click “+ Add Item” and choose Select.
Condition Logic (Optional): Specify logic to trigger this item only in certain conditions. Example: user.intent = “investor_intro”
urpose (Optional): Describe the purpose of this item to help the AI contextualize the task.
Select a Data Source Type: Choose one of the following:

Knowledge Base (e.g. Airtable, Google Sheets, CSV, Excel)
API Item (select previous API request by name)
Output (inferred outputs from previous agenda items)

ℹ️ Only structured list/table data is supported.

Select Mode: Choose how many items the user can select:

Single: one item
Multiple: user can select several (e.g., top 5 investors)

Starting Instructions and Samples

Show Starting Search Instruction: Toggle ON to ask the user to describe what they want.
Show Starting Sample Records: Toggle ON to immediately show sample records when the item begins.

Require Confirmation Toggle ON if you want users to confirm their selection before saving it.
Filter Prompt Suggest filtering behavior. Example: Only show the investor who has office in Singapore
Sample Convey Prompt Describe how each record should be displayed to the user. Example: Only show the name of the investor and a concise 1 sentence description.

Tips

Keep filter and convey prompts short and clear
Use multiple selection for scenarios like picking top X items
For large datasets (e.g., investor databases), consider limiting view to most relevant items
Always validate outputs against schema before use in next steps