Persona AI
Business workspaceYour everyday work. Handled.
Get answers, create reports, and automate tasks across your business tools.
- Answers
- Content
- Automation
Business AI that does the work. Not just chat.
Your AI teammate for answers, reports, and automation, across the tools your business already uses.
Just finished: Order follow-ups for a distribution team
Your business knowledge.
Your team’s way of working.
Pick a team and click through its workspace: the personas, skills, dashboards, knowledge, files, automations, and connections behind its work.
Persona AI/ Finance workspaceInteractive tourGood work starts with context.
A useful starting point for your team’s work.
Finance leaderIllustrative team
Ask your finance leader persona
Why did operating profit fall while revenue grew?
Revenue$264k+10% vs prior quarter
Operating profit$40k−17% vs prior quarter
Overdue receivables$28k8 invoices to review
Business moves forward.
Here’s the proof.
Less reporting time. Fewer stockouts. Lower inventory loss. See what changed for the businesses using Persona AI.
- 5.5 hrsSaved per P&L cycleAZ Gems · 6 hours → 30 minutes
- 32%Fewer stockoutsAZ Gems · per quarter
- 22%Less inventory lossSandhya Aqua · early alerts
- 90+Personas createdAI teammates for different roles
AZ GemsSeafood distribution
P&L reporting in 30 minutes. Not 6 hours.
Five AI personas handle reporting, invoice processing, demand planning, supply planning, and label checks using AZ Gems’ existing tools.
How Persona AI helps
- Read business data
- Prepare the P&L
- Review profitability
Results, scope & source
- Reported P&L cycle time: 6 hours to 30 minutes; the 5.5-hour saving is calculated from those figures.
- The case study also reports 32% fewer stockouts per quarter.
- Invoice data is extracted into CSVs for Zoho ERP; planners validate and adjust forecasts before publishing.
- Results reflect this customer deployment.
Source: IdeaBoxAI customer case studies, AZ Gems section
Time takenOne P&L reporting cycle
5.5 hsaved every P&L reporting cycle
- 32%fewer stockouts per quarter
- 5AI personas across back-office work
Powered by Persona AIReal teams. Real perspective.
Operators and executives on what changed once IdeaBoxAI was working with their data.
Processing operationsIdeaBoxAI has been a game-changer, helping us cut waste, improve yields, and make smarter processing decisions.
Bring your business together.
From customer conversations to everyday operations. Every tool lights up when Persona AI connects it.
Meet our AI products.
For everyday work, your next customer, and every guest who checks in.
Helm
Prospecting & AI SDRTurn signals into opportunities.
Find prospects, research accounts, and prepare relevant sales outreach.
Explore Helm
LobbyOS
AI voice conciergeThe front desk in every room.
Guests scan a QR code and ask out loud about the Wi-Fi, appliances and the neighbourhood. For Airbnb hosts and hotels.
Explore LobbyOSSign up. Connect.
Get to work.
From your first question to your next report.
It starts with the tools you already use.
Sign up
Create your Persona AI account.
Free to startStart self-serveConnect your systems
Bring your business tools and information together.
Your tools, connectedZoho, Drive, Gmail, and moreGet work done
Get answers, automate tasks, and create reports or documents.
AnswersAutomationReports & docs
Security is our
top priority.
Control stays with you. Choose who has access, what AI can do, and where your workspace runs.
Talk through your security needsWho can access it
People & role permissions
- FinanceAccess
- SalesAccess
- ComplianceAccess
- OperationsNo access
What AI can do
Connected tools & review steps
Connected tools
- Draft
- Your review
- Send
Ask before sending
Where it runs
SaaS · Your cloud · On premises
Managed by IdeaBoxAI. The quickest way to start.
Information security
ISO/IEC 27001
Security & trust
SOC 2 Type II
Move your business forward.
Put AI to work.
Understand what matters. Create what you need. Let Persona AI handle repeat work—so your team can move the business forward.
Start with one use case. Build from there.