Persona Settings

The Persona Settings view allows you to manage your personas and set your user background for the project. Learn More About Personas & Backgrounds

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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.

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Setting Your Background

The Background section appears at the top of the Persona Settings page. Enter information about your position, expertise, and focus areas in the text field. For example:

• “Mechanical Engineer focused on thermal analysis and structural design”
• “Systems Engineer responsible for requirements management and verification”
• “Project Manager overseeing schedule, budget, and stakeholder communication”
• “Electrical Engineer specializing in power systems and circuit design”

To save your background:

1. Type or edit the text in the Background text field
2. Click the Save button to save your changes

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Personas

The Personas section displays all available personas for the current project.

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Creating a New Persona

To create a new persona, click the Create Persona button in the header. A new persona form will appear at the top of the list with three fields:

• Name: A label for identifying the persona (visible to you but not sent to the agent)
• Purpose: Describes the overall goal or what the agent should be trying to accomplish
• Approach: Specific instructions for how the agent should execute tasks

Fill in the fields and click Save to create the persona, or Cancel to discard it.

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Viewing Persona Details

Personas are displayed as collapsible rows. Each row shows:

• The persona name in bold
• A preview of the purpose and approach

To expand a persona:

• Click anywhere on the persona row
• The chevron will rotate and the full Purpose and Approach text will be displayed

To collapse a persona:

• Click the row again
• The chevron will rotate back and the preview will be shown

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Editing a Persona

To edit an existing persona:

1. Hover over the persona row to reveal action buttons
2. Click the edit icon
3. Modify the Name, Purpose, or Approach fields
4. Click Save to apply changes or Cancel to discard them

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Exporting Personas

Personas can be exported as .dmo files and imported into other projects. To export a single persona:

1. Hover over the persona row to reveal action buttons
2. Click the export icon
3. Save the .dmo file

To export all personas:

1. Click the Export All button in the header
2. Save the .dmo file containing all personas

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Importing Personas

To import a persona from a .dmo file:

1. Upload the .dmo file directly into the project (drag-and-drop or upload button in the Files tab)
2. Davinci will recognize it as a persona and automatically add it to your persona list

This is useful for reusing effective personas across multiple projects or sharing successful persona configurations with team members.

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Deleting a Persona

To delete a persona:

1. Hover over the persona row to reveal action buttons
2. Click the delete icon
3. The persona will be removed immediately

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Version Control and Conflicts

Personas are tracked by Davinci’s version control system just like model objects.

• Branching: Different branches may have different personas available
• Conflicts: If a persona is edited on multiple branches before merging, a conflict will occur
• Resolution: When viewing merge conflicts, you must choose which version to keep for each conflicted persona

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Persona Storage

Personas are stored per-user, per-project. This means:

• Each user has their own list of personas
• Personas are unique to each project
• Other users cannot see or use your personas unless you export and share them