What goes into a persona
Every persona is made up of four components:- Name and description — a label and summary for your own reference (e.g. “The Professional”, “Polite, concise, focused on scheduling”)
- Tone — a short phrase describing the communication style (e.g. “Formal / Direct”, “Warm / Casual”, “Helpful / Patient”)
- Writing instructions — a markdown system prompt that describes exactly how you write, what to avoid, and any special rules
- Example reply pairs — real or representative message exchanges showing an incoming message and the reply you would send
Creating a persona in the app
Open the Personas view
Open the Whatsy app and click Personas in the left sidebar. You’ll see your persona library. Any existing personas are listed here as cards showing their name, status (active or draft), and total chats handled.
Create a new persona
Click the + New Persona button in the top-right corner. Whatsy creates a new draft persona and opens the persona editor automatically.
Enter a name and description
In the Name field, give the persona a memorable label (e.g. “Out of Office”, “Weekend Mode”). In the Description field, write a one-sentence summary of the persona’s purpose and audience — this is only for your reference.
Describe the tone
Fill in the Tone field with a short phrase that captures the communication style. Examples:
Casual / Warm, Formal / Direct, Helpful / Patient. This feeds directly into the LLM prompt and shapes the overall register of replies.Write your persona instructions
The System Prompt field is where you describe how you actually write. Be specific — the more detail you give, the better the output. See the example below for a starting point.
Add example reply pairs
Scroll to the Example Replies section and click Add to insert a pair. Each pair has an Incoming field (the message someone sends you) and a Reply field (what you would write back). Add at least five pairs to give the model enough signal.
Example persona instructions
Write your system prompt in markdown. Here is a solid starting point you can adapt:Example reply pairs
Include pairs that cover the kinds of messages you actually receive. Here are three examples to illustrate the format:| Incoming message | Your reply |
|---|---|
| Hey, are you free to catch up this week? | yeah for sure! how does thursday afternoon work for you? |
| When will the report be ready? | Should have it over to you by end of day Friday. I’ll ping you when it’s done. |
| Can you recommend a good plumber? | i used a guy called Mike last year — super reliable. want me to dig up his number? |

