Skip to main content
Personas and User Background allow you to customize how the Davinci Agent interacts with you and performs tasks. Personas provide specific instructions to guide agent behavior, while User Background gives the agent context about your role and perspective in the project. Manage Personas & Background in Project Settings

​
Personas

Personas are reusable instruction sets that modify how the agent approaches tasks. Each persona provides consistent context to the agent with every message, allowing you to customize agent behavior for different workflows without repeating instructions.

​
Persona Structure

Each persona consists of three components: Name: A label for identifying the persona in the dropdown menu. This is visible to you but not sent to the agent. Purpose: Describes the overall goal or what the agent should be trying to accomplish. This should align with or complement the goals you specify in your prompts—conflicting purposes may confuse the agent. Approach: Specific instructions for how the agent should execute tasks. Use this section to:
  • Provide step-by-step methodologies
  • Prohibit certain actions or approaches
  • Define quality standards or constraints
  • Specify formatting or documentation requirements

​
Using Personas

You can quickly switch between personas from the Agent view using the dropdown menu. The currently selected persona will be applied to all subsequent messages sent to the agent.
Become familiar with a persona before using it to ensure you understand what instructions will be included alongside your prompts.
Example Persona Use Cases:
  • Detailed Designer: Ensures thorough documentation and traceability for all generated elements
  • Rapid Prototyper: Prioritizes speed and iteration over completeness
  • Requirements Analyst: Focuses on verification, validation, and requirement satisfaction
  • Documentation Writer: Emphasizes clear explanations and comprehensive descriptions

​
User Background

User Background allows you to specify your role, discipline, and perspective within the project. This helps the agent understand what angle you’re approaching the work from and what aspects you’re likely to care about. Like personas, User Background is stored per-user, per-project. Each user can set their own background for each project they work on, allowing the agent to provide personalized, role-appropriate assistance.

​
Best Practices

​
Creating Effective Personas

  • Be specific: Vague instructions lead to inconsistent results
  • Test and iterate: Try your persona on sample tasks and refine as needed
  • Keep purpose aligned: Make sure the persona’s purpose complements your typical prompts
  • Document approach clearly: List specific do’s and don’ts for the agent

​
Using Personas Effectively

  • Match persona to task: Switch personas based on what you’re working on
  • Review before use: Check the persona’s instructions to avoid conflicts with your prompt
  • Don’t over-constrain: Too many restrictions can limit the agent’s effectiveness

​
Setting Your Background

  • Include relevant expertise: Mention your technical background and specializations
  • Describe your role: Explain your responsibilities in the project
  • Update as needed: Your background can change as your role evolves in different projects

​
Managing Personas

For detailed instructions on creating, editing, exporting, and managing personas, see Persona Settings.