Your approval comes first.
By default, proposed actions wait for your review. See what will happen and why, then approve or reject the suggestion.
Northwind Cloud › Overview
Accounts
Every company and contact, with what needs attention first.
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Next best action · Agent suggestionFollow up: Silverline Telecom: Analytics add-on has passed its expected close dateThe deal for $27,000 in the Qualified stage had an expected close date of 2026-09-28, which is 7 days overdue.
5 more waiting
Open pipelineView deals
$1.59M67 open deals
11 weeks agoThis week
Pipeline by stageBoard
Lead15$153K
Qualified20$395K
Proposal18$506K
Negotiation14$540K
Companies6024 need attention
New deals · 30d4−8 vs prior 30d
New contacts · 30d13+7 vs prior 30d
Overdue tasks18of 35 open tasks
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Done. Follow-up task created. Silverline Telecom: Analytics add-on, assigned to you, due tomorrow.Receipt demo_0042 · Awaiting review: 7 down to 6
It finds what needs attention
Persona reads your deals, payments, calendar and email, and surfaces the one thing worth your time.
You review the suggestion
It says why it came up and shows the records behind it. Approve it, or leave it.
It does the follow-through
The task is created and you get a receipt, with an undo if you change your mind.
THE FULL PICTUREThe details are scattered.
The details are scattered.
The next step shouldn’t be.
A deal slips past its close date. A payment fails. A conversation goes quiet. Persona brings your connected records together, so you can see what changed, why it matters, and where to follow up.
Explore how Persona’s AI agents work
Payments2 payments failed
CalendarHelix Labs call, Thursday
DealsSilverline, close date passed
Contacts13 new in 30 days
EmailHelix Labs, last reply 6 days ago
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Next best action · Agent suggestionSilverline’s close date passed. Time to check in.The $27,000 analytics add-on is still in Qualified, seven days past its expected close. Review the record and plan a follow-up.
WITHOUT PERSONA
Another round of checking.
- Open your payment dashboard to see what’s overdue.
- Search email and calendar for the last conversation.
- Piece together the story and add a reminder to follow up.
Keeping up becomes a task of its own.
WITH PERSONA ONE
A next step, ready to review.
- See the deal that needs a closer look, with the relevant records.
- Review a suggested follow-up task and the reason behind it.
- Approve the task and keep a record of what changed.
Come to the conversation with the context already in hand.
Move work forward. Keep the say.
Review the evidence before you act. Set the limits on what agents can do. See a record of each completed action, with undo when recovery checks allow it.
See what led to the suggestion.
Check the underlying records before making a call. A missed date or a quiet inbox gives you a reason to investigate, not a conclusion to accept.
Know exactly what changed.
Each completed action leaves a receipt you can review. Undo is available while the record is unchanged and recovery checks pass.
Set the pace of automation.
Keep actions in review, or let selected types run automatically with an owner’s consent and a daily limit. You can pause all agents whenever you need to.
Start with one workflow.
Make the difference clear.
Choose a recurring job that takes too much checking, such as tracking overdue deals or managing follow-ups. We’ll shape a paid pilot around your team, with scope, price, and success measures agreed upfront.
Plan your pilotOne workflow. Clear scope. A shared definition of success.- 1
Show us the work.
Walk us through one recurring task: where the information lives, who handles it, and what gets missed.
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Define a useful result.
Agree what the pilot should improve, confirm the data sources, and set the approval rules before agents begin.
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Try it in your daily work.
Review suggestions against real work. At the end of the pilot, we’ll look at the results together and decide whether it earns a place in your team.
A few things
worth knowing.
From connected tools to approval rules, here’s what to expect before you begin.
Who is Persona One for?
Teams that manage deals, payments, and customer follow-ups across several tools. If someone on your team spends time checking what changed and piecing together what to do next, that’s a good workflow to explore with Persona.
What would I use it for on a typical day?
Start with the work that needs a closer look: a deal past its expected close date, a failed payment, or a renewal with no recent contact. Persona brings the relevant records together and suggests a next step, such as an internal note or a follow-up task.
How does it fit with the tools we already use?
Persona uses connected payment, calendar, email, deal, and contact data to give your team context in one place. Before the pilot, we’ll confirm which of your tools are supported and what information your chosen workflow needs.
Will Persona send messages to my customers?
No. Current agent actions create internal notes and follow-up tasks inside your workspace. Your team stays responsible for sending messages and handling customer conversations.
Does anything happen without my approval?
Proposed actions wait for your approval by default. An owner can allow selected action types to run automatically within a daily limit. You can pause all agents at any time, and completed actions leave a receipt.
What if a suggestion is wrong or I change my mind?
Review the source records and reject a suggestion if it doesn’t fit. If an action has already run, undo is available while the affected record is unchanged and recovery checks pass.