Personas and projects

Personas

A persona is a saved style of assistant: tone, role (“records clerk,” “trainer,” “analyst”), and sometimes allowed behaviors. Your admin may ship official personas. Use those before creating your own.

When personas help

• You want consistent formatting across a team.
• You want the model to stay in role and avoid giving legal or medical advice outside scope.

When to be careful

• Personas should not encourage bypassing policy or guessing facts. If a persona feels wrong, stop using it and tell your admin.

Projects

Projects group chats and documents around one theme or matter that is not a Flash PD case (grant writing, training development, policy refresh, etc.).

Good practice

• Put everything related to that effort in one project so context stays together.
• Close or archive the project when the work ends.

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