Overview
Persona Assistant is the next evolution of our in-dashboard chat experience, formerly known as Copilot. It is an intelligent assistant designed to streamline your experience, accelerate your workflows, and help you unlock deeper insights from your identity operations. It can navigate the dashboard, perform tasks on your behalf, analyze your data, and help you configure Persona products through simple, conversational commands.
Think of Persona Assistant as a partner that can see what you see on the screen and help you get things done faster, from finding a specific Inquiry to understanding performance trends.
Key Capabilities
Persona Assistant introduces powerful new ways to interact with the Persona platform. This list is non-exhaustive, as additional capabilities will continue rolling out over time as the product evolves, and some capabilities depend on which Persona products your organization uses.
Dashboard navigation and action
On supported pages, the Assistant can take you to the record or screen you are asking about and carry out changes for you, rather than only telling you where to click.
Saving or publishing a change always needs your confirmation. The Assistant shows you the action it wants to take and waits: choose Allow and it proceeds, choose Do not allow and nothing is committed. It also only acts on what you have asked for in the conversation, so content on a page cannot direct it to act on your behalf.
In-context answers about what you are looking at
The Assistant knows which page you are on, so you can ask about the work in front of you instead of describing it, whether that is an Inquiry, a Verification, an Account, a Transaction, a Case, a Report, a Workflow, or the template behind one.
You can also point it at a specific record by name or ID and ask it to pull that record into the conversation. Inquiries, Cases, and Inquiry Templates all work this way. The Assistant can only see records your own permissions already let you see, so it never widens your access.
Answers grounded in Persona’s documentation
When you ask a product or technical question, the Assistant searches Persona’s Help Center and developer documentation before answering rather than relying on the model’s general knowledge. This keeps answers tied to how Persona actually works today.
Explore your data without writing a query
If your organization uses the Insight Query Tool, you can ask questions about your Persona data in plain language. The Assistant writes the query for you, runs it, and shows the results, and it can turn those results into a chart you can keep exploring with follow-up questions.
Two things to know:
- Queries the Assistant runs on your behalf are read-only. It can look at your data, but it cannot change or delete it this way.
- Nothing is saved automatically. When a query or chart is worth keeping, save it to Data Explorer yourself.
Help configuring Persona products
In supported areas of the dashboard, the Assistant can help you build and adjust configuration through conversation, walking through the options with you and summarizing the change before anything is applied. Coverage is expanding area by area, so what the Assistant can configure depends on where you are in the dashboard.
Availability
Persona Assistant is rolling out to organizations in stages, so you may not see it yet. Until your organization is enabled, your team continues to use the previous Copilot chat experience, which answers product and technical support questions the same way. See Copilot and AI-based Chat features for that experience.
Persona Assistant is not available in FedRAMP instances.
Enabling and disabling Persona Assistant
Users with an Admin role can enable or disable Persona Assistant by going to Organization > Data & privacy. Find the Persona Assistant card and set it to Enabled or Disabled. If your organization still has the previous experience, the same card is named Copilot Chat.
When it is disabled, your team is told that Persona Assistant is disabled for your organization and to contact an admin to enable chat.
Limitations of AI
AI operates based on programmed algorithms and may not always provide accurate or complete responses. Users should always exercise discretion and not solely rely on information provided by AI-based tools for critical decision-making.
Powered by Persona’s support resources and documentation
A good rule of thumb is to use the Assistant to discover what you may want or need to look into more. Given that the Persona Help Center, developer documentation, and other content-based resources power these features, the intended purpose is to help you find information to better implement or use Persona products, and we recommend that you refrain from sharing sensitive or personally identifiable information.
Insights are informational
Answers and insights the Assistant produces are informational only and do not constitute advice from Persona. Compliance, policies, and business decisions remain your responsibility.
No substitute for professional advice
Responses generated are not intended to replace professional advice or consultation. We encourage you to seek assistance from qualified professionals for specific inquiries or concerns, especially for legal or compliance issues.
Important disclosures about Persona Assistant
AI responses
Persona does not train models on your data, and instead continuously updates its Help Center to improve the Assistant’s responses.
Persona Assistant operates through Persona and third-party service providers. By using this feature, you acknowledge and consent to the involvement of such third parties, who are bound by Persona’s privacy and security standards.
Storage
By using Persona Assistant, you consent to the recording and storage of communications by Persona and its third-party providers. Conversations are stored for up to 30 days so that we can help you with follow-up questions, and are then permanently redacted.
Limited liability
Persona strives to ensure the information provided by Persona Assistant is accurate and up-to-date. However, Persona does not guarantee the accuracy, completeness, or reliability of AI-generated responses, and they are provided on an ‘as-is’ basis.
Persona disclaims liability for any actions taken based on Persona Assistant responses. Users assume full responsibility for their decisions and actions, especially where critical business, legal, or compliance matters are involved.