Collaborate Smarter: Sharing AI Personas with Your Team

Welcome to your weekly Personal AI newsletter! Stay informed with practical tips, feature highlights, and real examples to help you and your team build and manage AI personas more effectively. With Personal AI, you can create an evolving AI workforce trained on proprietary knowledge, streamlining workflows and driving innovation across your business.

We're excited to share a new way for your organization to work together on building and training shared AI personas. With Personal AI, team members can now collaboratively upload data, refine responses, and help shape a smarter, more useful AI—together. Different roles and permission levels ensure secure, organized collaboration, so everyone can contribute meaningfully while keeping sensitive information protected. 

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• 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.

• You will land on the “Invite to Train” tab where you can view the members of your workspace.

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

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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.

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