Persona details
A persona is a role an agent can be given when it works on a task, such as Coder or Business analysis. Each persona has a page that describes it. The page only shows information; nothing on it can be changed.
To open it, select Audit in the sidebar, then the Personas tab, then a persona. The page opens beside the list. You need permission to create tasks to open it.
At the top are the persona's name and a one-line summary of what it's for. The cards below it follow.
What this persona is
| Field | Meaning |
|---|---|
| Persona | The persona's short name. |
| Charter key | The name of the instructions it works under. A note appears when this differs from the persona's name. |
| Default model | The model tier it uses when nothing else is set. A choice made for the task wins over it. |
| Who can dispatch it | Whether it can run at all, and whether you can pick it yourself when you create or edit a task, or only the task pipeline uses it. |
| What it is for | The persona's full purpose, when it's longer than the summary at the top. |
How it runs
| Field | Meaning |
|---|---|
| Mode | build: it changes the code and delivers a pull request. analysis: it produces a document or verdict and changes no code. |
| Autonomy default | Whether a task on this persona runs without a person by default. Not defaulted means the task's own setting is used. |
| Does it stop and ask | Whether it asks questions at its gate, and where you answer them. |
| Session close | Whether its session closes on its own once the work finishes. |
How it delivers, and how it can end
| Field | Meaning |
|---|---|
| Result channel | What its deliverable is: a merged pull request, a document, or the reported outcome. |
| Done criterion | What has to be true before its task is done. |
| States it can settle from | The task states from which it may finish. |
| How it can end | Each way it may finish, with what that ending must include. |
What it must hand over
The documents it must upload before it can finish. Each is marked:
- hard — it can't finish until the document is uploaded.
- advisory — it can finish without it, and the absence is recorded.
Each also lists the file formats accepted. Nothing means it owes no document.
What it may create
Whether it may file new tasks, and of which kinds. Nothing means it can't.
Its role brief
The instructions this persona is given on top of the ones every persona shares, word for word.
When the persona can't be shown
| Message | Meaning |
|---|---|
| Unknown persona | No persona has that name. The link may be old or misspelled. Select Back to personas. |
| Persona unavailable | Its details couldn't be read. Nothing was changed. Select Retry. |