Manage Personas and Versions in a Multi-Persona Agent
A Multi-Persona agent groups 2 to 3 existing roleplay agents in one call. This article covers the details page of a Multi-Persona agent and how to manage its personas. To build one, see Create a Multi-Persona Agent from Scratch.
Open the details page
Go to Practice > Roleplay Agents and open a Multi-Persona agent. The header shows the group name, a Draft or Published badge and a Multi-Persona badge. It has three buttons: Edit, Try Out Agent and Publish.
There is no Save Draft button. Publish is the only way to save changes.
- Try Out Agent is unavailable if the agent has no personas, or if any persona's agent was deleted.
- Publish is unavailable while a publish is running, or while required fields are missing. An amber banner tells you how many are missing. Click Fix in Editor to jump to the first one.
The page shows the same kinds of cards as a single agent: Folder and Tags pickers, Basics, Personas, Company Details (hidden for B2C workspaces), Scorecard and During the Call.
Edit the agent
Click Edit, or the edit button on a card. A full-screen editor opens with five sections: Basics, Personas, Company Details, Scorecard and Preview. The editor header has Close and Publish. Publish saves your changes and publishes the agent in one step.
Add, remove and mark the primary persona
In the Personas section:
- Click Add Persona to add an existing agent. You can have at most 3 personas. At least 2 are required to publish.
- Click Create Persona to open the agent creation page in a new tab.
- Use the Primary switch to choose which persona leads the call.
- Click the trash icon to remove a persona.
Only agents in Voice mode can be added. If you pick an agent in another mode, you see a message that Multi-Persona agents only support Voice mode. Each persona needs a different name.
Choose a version of a persona
Each persona uses one saved version (draft) of its agent. Use the Select version... drop-down on the persona card to pick a different one. The persona's name, title and avatar update to match that version.
Click the open-in-new-tab icon to edit the underlying agent. New versions you save there do not apply automatically.
To move every persona to its newest version, click Update All to Latest Versions. The button is unavailable when all personas are already on the latest version. Agents in Chat, In Person or Video mode can't be updated this way, and you see a message when that happens.
Replace a persona
Use Replace Agent when a persona is part of the Start Mid-Call context and you want to swap in a different agent.
- Open the menu on the persona card and click Replace Agent.
- Pick the new agent.
- Click Replace Agent to confirm.
The Start Mid-Call context is updated to use the new agent, and the persona keeps its Primary setting. You see "Agent replaced."
If you remove a persona that appears in the Start Mid-Call context, you choose what happens to the context: assign a new agent and keep it, delete only that agent's messages, or delete all messages from the context.
Start Mid-Call
Open Basics and expand Advanced Settings to set Start Mid-Call. It lets team members join partway through the call. Leave it empty to start from the greeting. You need at least 2 personas to set it up.
Embed a Multi-Persona agent
You can embed a published Multi-Persona agent the same way as a single agent. See Embed a Roleplay Agent Anywhere.
Hope this article was helpful. For any queries, please write to support@outdoo.ai