Persona Management

Overview

Flow ID: persona-management
Category: Chat Interactions
Estimated Duration: 1-2 minutes
User Role: Power Users
Complexity: Moderate

Purpose: Configure and select different “System Prompts” or “Personas” that dictate how the AI behaves (e.g., “You are a Python Expert,” “You are a Creative Writer”).

Trigger

What initiates this flow:

• User manually initiates

Specific trigger: Clicking the Persona/System Prompt dropdown or settings gear in the chat header.

Step-by-Step Flow

Main Path (Happy Path)

Step 1: Open Persona Menu

• User Action: Click Persona dropdown in chat header.
• System Response: List of saved personas (e.g., “Default,” “Coder,” “Summarizer”).

Step 2: Create/Edit Persona

• User Action: Click Manage Personas or + New.
• System Response: Modal appears with:
  • Name: “Senior Engineer”
  • Prompt: “You are a senior software engineer. Answer concisely and use code blocks.”

Step 3: Save

• User Action: Click Save.
• System Response: New persona added to list.

Step 4: Activate

• User Action: Select the new persona from dropdown.
• System Response: Current chat (or next message) will use this system instruction.

Design Considerations

• Default: Always have a “General Assistant” default that cannot be deleted.
• Scope: Does changing a persona affect the current chat history? Usually, system prompts are sent with every message, so it can change the tone mid-chat, but it’s best utilized at the start.

Related Flows

• New Chat Template

Technical References

• src/localdb/personas.js
• src/engines/llm-connector.js (System Prompt injection)