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Dialog offers specialized AI agent personas, each optimized for a different type of work. Think of them as team members with distinct expertise and working styles.
Personas are pre-configured agent profiles. To learn about the underlying agent system, see What is an Agent? and Creating Agents.

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Built-in personas

Chief of Staff

Your strategic right hand. Manages tasks, saves and organizes links, tracks projects, produces daily briefings, and keeps everything running. Best for day-to-day operations and personal productivity.

Research Analyst

Deep-dive researcher. Produces comprehensive competitive reports, analyzes market signals, synthesizes findings from multiple sources, and builds research collections over time.

Content Strategist

Content collaborator. Identifies trending topics, drafts LinkedIn posts and marketing copy, workshops messaging, and manages your content pipeline from ideation to publication.

Custom Agent

Build your own agent persona with a custom name and specialized instructions tailored to your specific workflow.

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Choosing a persona

Each persona brings a different lens to your work:
PersonaBest forTypical tasks
Chief of StaffDay-to-day operations, personal productivitySave links, manage tasks, daily recaps, organize workspace, track projects
Research AnalystCompetitive intelligence, market researchCompetitive reports, trend analysis, market sizing, comprehensive research briefs
Content StrategistContent creation, marketingDraft posts, workshop copy, content ideation, audience analysis, pipeline management
CustomYour specific workflowDefined by your instructions

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Persona archetypes to consider

Beyond the built-in personas, here are agent configurations that work well for specific roles:
ArchetypeFocus
Competitor TrackerMonitor competitor launches, pricing changes, and positioning updates
Growth AgentLead qualification, outreach research, and partnership signals
Analytics AgentKPI summaries, anomaly detection, and performance metrics
Community IntelReddit, Hacker News, and X conversation monitoring
Feedback SynthesizerCluster user feedback into themes from support tickets and forums
DevRel AgentGitHub issues, developer pain points, and technical community monitoring
You can create any of these by making a custom agent with the right name, purpose, and instructions.

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How personas relate to agents

Each persona is backed by a full agent with its own workspace and memory. When you switch personas, you’re switching to a different agent — each with its own conversation history, saved research, task list, and custom skills. This means your Chief of Staff’s saved links and task list stay separate from your Research Analyst’s competitive reports. Each persona operates in its own isolated workspace. This separation is powerful for keeping different contexts clean. Your competitive intelligence stays with the Research Analyst. Your content pipeline stays with the Content Strategist. Your daily operations stay with your Chief of Staff.

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Switching personas

You can switch between agent personas from the chat interface. Each persona maintains its own approach to tasks, so experiment to find which works best for each workflow.
Start with the Chief of Staff persona for general use. It handles the broadest range of tasks — saving links, managing tasks, research, and organizing your workspace. Create specialized agents as your needs grow.
You can also create your own agents with custom personas — combining the personality and instructions you need with the data sources that matter most.