Workspace administration
Manage users, personas, connections, and usage. Review activity and manage configuration centrally.
See the admin guide
From a request. To work done.
Analyze your business, create reports and documents, and automate repeat work, with role-specific personas, reusable skills, and connected tools.
You
Prepare our weekly business review and flag what needs attention.
- Read business sources
- Apply the review skill
- Create the weekly brief
Weekly business reviewSample dataYour week. In focus.
240Orders reviewed
12Need attention
Delivery exceptions are concentrated in two suppliers.
A complete workspace.
One capability at a time.
Pick a capability to see the real interface and what it does for your team.
Turn a request into repeatable work.
Describe the outcome, review the generated steps, then activate your workflow.
- Schedules, events, and manual runs
- Visual canvas and editable steps
- Run history and human approval gates
Build it in words.
Run it as a workflow.
Start with a draft. Review the trigger, steps, and approval points. Activate it when the process is ready.
“Check delayed orders each morning. Draft updates and ask me before sending.”
Draft · Review · Activate · Monitor
- ScheduleWeekdays · 9:00 AM
- Check ordersFind overdue deliveries
- Draft updatesOne message per owner
- ◇ApprovalReview before sending
- Deliver & saveEmail + Drive
Don’t repeat the instructions.
Give your AI the skill.
Build a skill once, attach it to your personas, and let the whole team use the same proven process.
Reusable instructions
- 1Read business sources
- 2Apply the review skill
- 3Create the weekly brief
Attached to personas
OperationsFinance+ Your team
The output is
part of the product.
Reports, dashboards, documents, and decks. Refine them in conversation, keep them in Drive, and share the useful work.
Weekly operations brief · sample
A clearer view of the week.
What changed. What needs attention. What happens next.
- Delivery performance
- Supplier exceptions
- Actions for the team
- Refine it in the same conversation
- Saved to Drive with version history
- Share the useful work with your team
Deployed in production
Built for work beyond a demo.
Actian sales teams use role-specific personas for account research, meeting preparation, and deal intelligence.
Read the Actian storyGive people capability.
Give admins visibility.
Manage the workspace, choose your models, and keep cost in view.
The right model for every task
Choose permitted models or let Auto route the task. Use your own provider keys and review consumption.
- GPT · OpenAI
- Claude · Anthropic
- Gemini · Google
- Llama · Meta
- Mistral · Mistral AI
- DeepSeek
- Qwen · Alibaba
- Command · Cohere
- Phi · Microsoft
- Gemma · Google
More value from your budget
- MatchChoose suitable models for each use case, from routine summaries to complex analysis.
- RefineReview output quality alongside consumption, and trim unnecessary usage.
- ExpandConcurrent-user pricing lets your wider team take part as demand grows.
Your AI. In the
environment you choose.
From managed SaaS to sovereign AI implementations, choose a setup that fits your operating and data requirements.
SaaS
We host and manage the platform. Your team gets to work.
Bring your own cloud
Persona AI in your cloud account, aligned with your governance.
On premises
Persona AI on your own servers, with local hosting and operational control.
Sovereign deployment. We scope data storage, processing locations, model endpoints, and external connections together, around the boundaries your organization needs to keep. Discuss your deployment
A few things to know.
Is Persona AI a chatbot or an automation platform?
Both conversation and execution live in the same workspace. Ask for an answer or a deliverable, then build a repeatable workflow when the task should happen again.
Do we need to write code?
Everyday users can work in natural language. Setup involves choosing knowledge, connections, skills, and permissions. More complex integrations may need an administrator or implementation support from IdeaBoxAI.
Can we bring our existing data and files?
Yes. Connect supported business tools and databases, create structured or unstructured knowledge bases, and upload documents to Drive. What a persona can use depends on its configuration and the available connections.
Will emails and workflows run immediately?
New automations begin as drafts and do not run on a schedule until activated. Gmail sends in the conversational experience require confirmation. For recurring workflows, configure delivery steps and approval gates before activation.
How do plans and model costs work?
Discuss your workload and deployment needs with us. Model usage and deployment affect cost. If you use your own provider keys, provider charges apply separately; some platform features still consume platform credits.
Where can we check feature details and limitations?
The documentation contains setup guides, release notes, and current limitations. Use the links on this page to review the relevant feature, or talk to us to confirm your requirements.
What would you hand off first?
Bring one business task. See what a teammate built around your work can do.