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Select

The Select Item allows your persona to guide users in choosing from a structured list of options—like jobs, apartments, investors, or any other large dataset—especially when they don’t yet know exactly what they’re looking for.

Rather than expecting a perfect question from the user, Select provides an intuitive, search-and-browse experience. It supports filtering, dynamic data sourcing, and optional confirmation, making it ideal for discovery-driven workflows such as exploring open roles, booking services, or shortlisting partners.

Use it when you want to help users actively explore and choose from a dataset—whether that’s booking a service, applying to multiple jobs, or browsing rental options. It supports filtering, confirmation, and dynamic presentation of records, and can pull data from previous AI-generated outputs, knowledge bases, or API results. This makes it ideal for scenarios involving ambiguity, discovery, or large search spaces.

When to Use Select

Use the Select Item when your agenda includes a decision point where the user needs to choose from a list of structured options—especially when that list is long or depends on user preferences.

Perfect for scenarios like:

  • A user browsing open job listings based on their interests

  • Helping someone explore available apartments in a city

  • Letting a founder shortlist relevant investors

  • Choosing among service providers, vendors, or options from an API

If your dataset is small (fewer than 5 options), a simpler Gather item may be better suited.

How to Set Up

  1. Navigate to Agenda Editor: Access the “My Persona” section in your dashboard and select the Agenda tab.
  2. Choose Agenda Item Type: In the Agenda Editor, click “+ Add Item” and choose Select.
  3. Condition Logic (Optional): Specify logic to trigger this item only in certain conditions. Example: user.intent = “investor_intro”
  4. Purpose (Optional): Describe the purpose of this item to help the AI contextualize the task.
  5. 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.

  1. Select Mode: Choose how many items the user can select:
  • Single: one item
  • Multiple: user can select several items (e.g., top 5 investors)
  1. 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.

  1. Require Confirmation Toggle ON if you want users to confirm their selection before saving it.

  2. Filter Prompt Suggest filtering behavior. Example: “Only show the investors who have offices in Singapore”.

  3. 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

  • If users may want to choose more than one item (e.g., “Select your top 3 preferred job listings”), use Multiple selection mode instead of Single.
  • If your data includes many fields (e.g., 15+ columns), use the Filter Prompt or Convey Prompt to only show key info (e.g., Name, Location, Role)
  • If your Select Item pulls data from an earlier agenda step, double-check the outputs first to make sure they are correctly mapped.
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