Reference

Persona Settings Reference

A persona’s settings are organized into five sections in the Create/Edit Persona dialog: Basic, Search, RSS, Alerts, and Schedule.

Basic

Field	Type	Description	Example
Name	Text (required)	Internal name used to identify this persona throughout the app.	“Acme Corp”
Type	Select	Client (for a managed brand/account) or Personal (for your own interests).	“Client”
Brand Name	Text	The brand or company name to track.	“Acme”
Industry / Category	Text	The industry the persona operates in. Used for relevance matching.	“Technology”
Description	Text	Free-form notes about this persona, for your own reference.	“Mid-market SaaS client, focus on product launches”
Analyze Business Context	AI action button	Researches the brand name you entered and suggests industry, keywords, and competitors automatically.	—

Search

Field	Type	Description	Example
Primary Keywords	Tag list	Terms and topics that count as relevant for this persona.	“AI, automation, SaaS”
Excluded Keywords	Tag list	Terms to filter out, even if they’d otherwise match.	“layoffs, lawsuit”
Competitor Brands	Tag list	Other brands to track alongside the persona’s own brand.	“Acme, Globex, Initech”
News Sources	Tag list	Specific publications or domains to prioritize.	“techcrunch.com”

RSS

Attach RSS feeds to this persona, either by adding a new one (URL, name, category) or selecting from feeds you’ve already created account-wide. See the RSS Feed Configuration Reference.

Alerts

Field	Type	Description	Example
Email Recipients	List	Addresses that receive relevance alerts and scheduled briefings for this persona.	“you@agency.com”
Notification Frequency	Select	How often to send alerts: Immediate, Hourly, Daily, or Weekly.	“Daily”
Relevance Threshold	Slider (0–100%)	Minimum relevance score an article must hit before it triggers a notification.	70%
Quiet Hours	Toggle + time range	Suppresses notifications during a set window each day.	“10pm–7am”

Schedule

Field	Type	Description	Example
Automated Briefings	Toggle	Turns on scheduled, unattended analysis runs for this persona.	On
Cadence	Select	Daily, Weekdays Only, or Weekly.	“Weekdays Only”
Day of Week	Select (Weekly only)	Which day the briefing runs, when cadence is set to Weekly.	“Monday”
Delivery Time	Time picker	What time the briefing is generated and sent. Falls back to your account default if unset.	“8:00 AM”
Timezone	Select	Per-persona timezone override, or “Use global default.”	“America/New_York”
Quiet Mode	Toggle	Skips sending the briefing on runs where no relevant articles were found.	On
Data Sources	Checkboxes	Which sources this persona’s scheduled run should search.	News API, RSS Feeds
Default Template	Select	The briefing template used for this persona’s analyses unless overridden at run time.	“Client Newsletter”