Create your first persona

Let’s make Planner: a persona that turns a short project brief into a clear checklist.

Before you start

Connect an AI provider in the current workspace. A persona needs an assigned, usable provider before it can work.

1. Create Planner

Open Agent Personas.
Choose + New Persona.
Enter Planner as the persona name.
Under AI Provider, choose the provider you connected.
Choose Create persona.

Open Planner’s settings from the persona directory. Check that the provider shown there is the one you selected.

2. Give Planner a clear job

Find Personality and Instructions. This is where you describe how the persona should work across tasks. You can start with this:

Planner’s instructions

Help me plan small website projects. Turn a project brief into a short, practical checklist. Group tasks in the order they should happen. Ask when a requirement is unclear. Point out assumptions. Keep your answers concise.

Choose Save Instructions after editing. Wait for the save confirmation before moving on.

3. Keep the first setup simple

Leave optional tools and advanced settings until you have a task that needs them. Planner can work from text you paste into chat for this tutorial.

Later, you can add skills, select integrations, schedule tasks, and choose memory or file-storage options in Persona Settings.

4. Check that you’re ready

The persona is named Planner.
Its AI provider is assigned.
Your instructions are saved.
The persona is not paused or disabled.

Choose Open Chat when you’re ready to give Planner its first task.

Need a hand? Contact the PersonaStack team.