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Collaborate on a Persona

• If you want to allow another user to collaborate on a Persona you own, you can add them as a collaborator.

• To invite a collaborator, hover over your Persona and click the three dots in the top-right corner. Then, select “Share Persona” to send an invitation.

• Next, click the “Collaborate to Persona” tab on the right-hand side and enter the user’s name.

• There, you can choose to assign the user as either a Collaborator or a Manager for your Persona.

• Hover over the “i” symbol to view the permissions for each role:

  • Manager: Can train the Persona, send messages, modify settings, and add or remove other managers and collaborators.

  • Collaborator: Can contribute by uploading training content and interact with the Persona through messaging.

Change Role of Users

• Once you add someone as a Collaborator or Manager, they will appear on the “Shared With” page. There, you can easily change their role at any time using the dropdown menu next to their name.

Remove Users from Persona

• From the same list, you can also remove users from your Persona. Simply click the three dots to the right of their name and select “Remove.”

Transfer Ownership of Persona

• From the same list, you can also transfer ownership to another user. To do this, simply click the three dots to the right of their name and select “Transfer Ownership.”

• When selecting “Transfer Ownership,” a pop-up window will appear, notifying you that this action is irreversible and that you will lose the ability to manage the Persona.

Invite to Collaborate Via Email