Skip to Content
My PersonaChannelsChannel Overview

Channel Overview

Channels are the different kinds of methods that users can chat with your persona. Currently, your AI persona can be connected to the following channels:

Web Channels

  • Web: a full-page web experience that includes a chat interface. Your AI persona is accessible via a web link (e.g., companyx.personastudios.ai). Click Chat with your persona to test this web interface
    • When to use: if you want to have users see nothing else but the persona chat, or if you’re looking to embed this experience into your mobile app via webview or other experience.
  • Web Widget: Embed a widget on your website for real-time interactions. Use the “Preview widget” option on our dashboard to see how the web widget will appear on your site.
    • When to use: if you want users coming to your webpage to see a customizable chat icon on the bottom right/left where they can ask questions or run any agenda you’ve setup.

Messaging Channels

  • Facebook Messenger: Allow users to ask questions and run agendas on Facebook Messenger, and have your persona auto-reply.
    • When to use: If you have an existing Facebook messaging account that you want the persona to auto-respond to all messages (especially useful if you’re not replying to all inbound messages)
  • Instagram: Enable AI-driven conversations through Instagram DMs.
    • When to use: If you have an existing Instagram account or want to start reaching out to users on Instagram. Users can DM your account to ask questions or run agendas.
  • WhatsApp: Engage users via WhatsApp messaging.
    • When to use: We strongly recommend using WhatsApp for almost all use cases. Even if you have a web channel setup, you can have users ask questions and run agendas via your WhatsApp account. A majority of our customers use WhatsApp in addition to any web channels given it’s widespread usage worldwide.
  • SMS / Text Messages: Communicate via text messages.
    • When to use: For countries that heavily rely on SMS (e.g. USA), you may want to enable this channel as well.
  • Slack: Integrate with Slack to allow team members to interact with your AI persona.
    • When to use: If you have an internal slack where you want members of your team to be able to ask questions, they can do so either in public channels like #general or run agendas in DM’s to the persona (e.g. submitting weekly reports or feedback requests via a DM conversation with your persona instead of a boring form).
  • Discord: Connect with users on Discord.
    • When to use: If you maintain a public discord where you are building a community of users, this is perfect for them to be able to ask questions or even run agendas like intro requests, tutorials, or any agenda you can think of. Same rules as Slack: users can ask any general questions in the public channels like #welcome or run agendas in private DM’s to the persona.

General Notes About Channels

1. Output Pre-population

On Web and Web Widget, usually you will collect the user’s name and email on the form when they first enter the persona. In this case if you have an agenda which asks for the users name or email, the agenda will automatically pre-fill them and not ask the user again. On messaging platforms like WhatsApp or Facebook Messenger, these values are not pre-collected, so the persona will still ask.

2. Changing Languages

On messaging channels, users can switch the language just by typing it (e.g., “Spanish”, “Japanese”). On web channels, users must select the language using the language selector on the UI.

3. Agenda Auto-Start

On Web and WhatsApp, you can set an agenda to launch automatically. Learn more about the agenda auto-start feature for WhatsApp  & Web .

On other messaging channels, the persona allways starts in Q&A mode and waits for the user to initiate an agenda with a trigger phrase (e.g., “I’d like to apply for the software dev role”).

4. Avoid Sending Messages Outside the Platform

If you’ve connected a messaging channel (e.g., Facebook Messenger or WhatsApp), only send messages from inside Persona Studios. Sending messages from the native platform (e.g., Meta) breaks the flow - our system can’t see those messages, and when the user replies, the persona might respond out of context.

5. Multi-Messaging Behavior

  • On web, users can send only one message at a time.
  • On messaging apps, users can send multiple quick messages. The persona will combine them and reply accordingly.
    For example:
    “Yes that’s fine” → “Oh wait” → “Nevermind, I’d like to cancel”
    All messages will be grouped into one response, so the final intent (cancel) is addressed.

6. Live Chat Takeover

  • On messaging platforms, you can jump into a conversation using the Send Message button in the conversation view.
  • On web, we don’t offer takeover yet—users may leave the page or change tabs, making message delivery unreliable.

Also note: Most platforms (like Meta) allow you to send messages only if the user messaged you within the last 24 hours.

Last updated on
My Persona OverviewWeb