Anthropic integration overview

Overview

Anthropic provides access to Claude, a family of large language models (LLMs) designed for text and content generation. Persona’s integration with Anthropic allows teams to generate AI-powered responses directly within workflows using the Generate Text action.

This integration enables real-time summarization, decision support, and automation, which helps teams work faster and more consistently across cases.

Benefits

Automated Text Generation: Automatically create summaries, responses, or decisions based on workflow context and inputs.

Operational Efficiency: Reduce manual review time by letting Claude handle routine text drafting or analysis.

Context-Aware Responses: Pass case or account details into prompts for highly personalized and accurate results.

Integration Features

Persona’s Anthropic integration supports intelligent text generation through Anthropic’s Generate Text endpoint. Key capabilities include:

• Generate Text: Send prompts, messages, or media to Claude and receive text-based responses in real time.
• Dynamic Field Mapping: Insert Persona data (like notes, explanations, or tags) into prompts for contextual output.
• Model Flexibility: Select from the latest Claude model variants for your use case.
• Customizable Parameters: Control temperature, token limit, and sampling behavior to balance creativity and precision.

Setting up the Anthropic Integration

Prerequisites

Before setting up, ensure you have:

• An Anthropic API Key (found in your Anthropic account)
• Admin access to the Persona Dashboard
• Permission to edit and publish workflows

Setting up Anthropic Credentials

1. In the Persona Dashboard, navigate to Integrations > Marketplace and click on Anthropic.
2. Click Add Credential at the top of the page.
3. Enter a nickname for your credential.
4. Paste your Anthropic API key when prompted.
5. Click Continue to authenticate and connect.

Once connected, Anthropic will appear in your list of available workflow integrations.

Using the Anthropic Integration in a Workflow

1. Open an existing workflow or create a new one.
2. Add a new Action Step → Integrations → Anthropic.
3. Select the Generate Text operation.
4. Fill in the configuration fields outlined below.
5. Save and publish your workflow.

When triggered, the workflow will send your input to Anthropic and return the generated text automatically.

Anthropic Operations Overview

Generate Text

Generates a text-based response from Anthropic’s Claude model using text and/or image inputs. Useful for automating reasoning, summarization, or analysis steps within a workflow.

Configuration Steps

Provide values for the required fields:

• Model Variant ID– Specify which Claude model variant to use. View available options in Anthropic’s model documentation.
• Max Output Tokens– Set the maximum number of tokens the model can return.
• Messages– Define the conversation context that the model should consider.

Each message includes:

• Role– Choose whether the message is from the user or assistant.
• Content– Specify whether you’re providing text or an image.

If content type = image, provide:

• Source Type– Only url is available.
• Image URL– Paste the image link you’d like Claude to process.

If content type = text, provide:

• Text– The written input or prompt you want the model to respond to.

Optionally, configure additional parameters:

• Temperature – Adjusts creativity/randomness of the output.
• Top P – Controls diversity of generated tokens.
• Top K – Sets the number of possible tokens considered per step.

FAQs

Can I send both text and images in a single request?

Yes, the Generate Text endpoint supports multi-modal inputs, so you can pass both text and image content in your messages for Claude to reference in its response. Just add an additional context.

What happens if my output exceeds the token limit?

If the model output exceeds your configured Max Output Tokens**,** the response will be truncated. You can increase the limit (up to Anthropic’s maximum) to allow longer responses.