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Documentation Index

Fetch the complete documentation index at: https://docs.dialog.tools/llms.txt

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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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Your starter agent

Every Dialog account begins with a single Chief of Staff agent. This is the persona most users stay with for general work, and the one that remains after any other agent is removed.

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.

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Suggested agent presets

As your workflow grows, you can add more agents. These presets are common patterns — use them as-is or tune the SOUL.md and PURPOSE.md to fit your team.

Social Media Manager

Content-first operator. Monitors trending topics, drafts posts for LinkedIn and other channels, manages content calendars, and keeps the ideation-to-publish pipeline moving.

Product Analytics Agent

Data-focused analyst. Queries product metrics, digests funnel and retention signals, and surfaces anomalies from PostHog, Amplitude, and similar tools.

Custom Agent

Build your own agent 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
Social Media ManagerContent creation, marketingDraft posts, workshop copy, content ideation, audience analysis, pipeline management
Product Analytics AgentProduct metrics, funnels, user behaviorQuery analytics, spot trends, run funnel/retention checks, summarize dashboards
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 Product Analytics Agent’s dashboards and funnel work. Each persona operates in its own isolated workspace. This separation is powerful for keeping different contexts clean. Your product metrics stay with your Product Analytics Agent. Your content pipeline stays with your Social Media Manager. 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.
Your account already starts with Chief of Staff, which handles the broadest range of tasks — saving links, managing tasks, research, and organizing your workspace. Add specialized agents only when you have a distinct workflow that benefits from its own memory.
You can also create your own agents with custom personas — combining the personality and instructions you need with the data sources that matter most.