Chatbot personas

Creating multiple chatbot identities in Aimogen Pro, letting visitors switch between them, and how personas interact with global settings.

A persona is a saved chatbot identity: its own name, description, context, avatar, model and behaviour. One site can offer several, and visitors can switch between them.

Aimogen Update: Chatbot PersonasCreating and using personas.Watch on YouTube

This tutorial was recorded before Aiomatic was renamed to Aimogen Pro. Some labels or interface elements may differ slightly from the current version.

Creating a persona#

AI Chatbot › Bot Persona Manager

Each persona carries the same fields as the global bot: name, description, context, initial messages, avatar, model, and its own extension settings.

Personas are stored as aiomatic_personas posts. A set of examples is imported on first activation from the plugin defaults/ folder — useful starting points.

Aimogen Pro > AI Chatbot > Bot Persona Manager

Using a persona#

Fix one persona to a placement:

[aimogen-chat-form ai_persona="sales"]

Let the visitor choose with the persona selector, which renders a picker plus the chat:

[aimogen-persona-selector ai_personas="sales,support,technical"]

There is also an Aimogen Chatbot Persona Selector Gutenberg block.

Settings precedence#

  1. Global chatbot settings
  2. Persona settings, overriding the global ones
  3. Shortcode attributes, overriding both

So you configure appearance once globally, and personas only need to differ in identity and behaviour.

Assistants disable personas#

Bot Assistant Name on the global configuration selects an AI Assistant instead of a model. The setting label says it directly: using an assistant disables chatbot personas, because the assistant carries its own instructions and model.

Choose one approach:

PersonasAssistants
Identity lives inAimogen ProThe OpenAI Assistants API
ProviderAnyOpenAI only
Visitor can switchYesNo
File search over uploaded filesThrough embeddingsBuilt in

For most sites, personas are the better fit.

Designing personas#

Personas work when they differ in what they know and what they do, not just in tone.

Good separation:

PersonaContext focusExtensions
SalesProduct range, pricing, comparisonsLead capture, Amazon or product lookup
SupportDocumentation, troubleshooting stepsSite search, database read
TechnicalAPI docs, integration guidesSite search, code examples

Weak separation: three personas with identical knowledge and slightly different greetings. Visitors will not know which to pick, and it adds maintenance for no benefit.

Persona styling#

Two colours apply specifically to persona display:

SettingControls
Persona Name ColorThe persona name in the interface
Persona Role ColorThe persona description

Still stuck? Open a support ticket and include the diagnostics from Aimogen Pro › System & Logs › System Info.