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Share & import Personas

Send a Persona with one link, add one someone sent you, or pick one from the community shelf.

You built a Persona that handles your discovery calls the way you actually run them. A teammate has the same calls and none of the setup. You send one link, and now they do too.

Open the Persona, choose Share a Persona, then Make a link. Anyone with the link can add it to their own calls.

Replace link
Make a new link. The old one stops working at once.
Turn off link
No one new can add the Persona. Anyone who already added it keeps their copy.
How the link is doing
See how many people have added it.
Share a Persona
Share a Persona
The public link, with Replace link, Turn off link, and how the link is doing.

Add a Persona someone sent you

1
Open the link
Follow the link someone sent you.
2
Look before you add
See what the Persona does before it touches a call.
3
Add it
It lands under Yours as your own copy, ready for your next call. Later edits by its author do not change your copy.

The community shelf

The Personas page also shows Personas From the community: a short shelf of Personas others built, reviewed by us before they appear. Adding one gives you your own copy under Yours.

A Persona you built can go on the shelf too, credited to you, once a few other people are already using it. Every submission is reviewed first. A Persona describes a method or an approach, never a real person: it may not claim to be, speak as, or impersonate anyone.

Spread what works

This is how a team spreads the moves that work. One person tunes a Persona, and the rest pick it up without rebuilding it.

Next

PersonasWhat a Persona is and when to switch between them.Build a PersonaDescribe the advisor you want and Sayli drafts it for you.Roll out to your teamSet up Personas and knowledge, then invite the team.