Business intelligence that helps you take the next step.

1. From finding answers to getting work done

   Beyond Now Into Agentic Intelligence is the direction behind Persona One. Our aim is to connect understanding with action: notice a change, investigate the context, propose a useful next step and keep people in control of the outcome. Agentic business intelligence describes that approach. The sections below explain how it takes shape in Persona’s current workflows.

2. AI agents for the work between your tools

   A payment dashboard can tell you a payment failed. An inbox can show you the last reply. Understanding what to do next takes the context around both. Persona brings connected business records together, surfaces signals that deserve a closer look, and explains the evidence behind a suggested action. Start with the question you need to answer, rather than the application where one piece of the answer lives.

3. Start the day with a clearer sense of priority

   When everything competes for attention, checking another dashboard is not always useful. Persona’s Brief, Pipeline and Revenue agents look for signals in the available records, such as a missed close date, a failed payment or a renewal with no recent contact. Those examples are starting points for investigation. Review what surfaced and decide which issue deserves your team’s time.

4. Ask questions grounded in your business

   Ask Persona a question in plain language or explore a change in Business pulse. The value comes from the records connected to your workspace, rather than general advice detached from your situation. Follow the supporting sources to understand the answer and check the context before making a decision. A change in a number can prompt a useful question without proving its cause.

5. Move from an insight to a next step

   An answer is more useful when you can do something with it. Persona can suggest an internal note or a follow up task for your team to review. See the proposed action and why it came up, then approve it or leave it. Current agent actions work inside your workspace. Your team continues to handle customer messages and conversations.

6. For small business owners and lean teams

   You may be checking payments in the morning, talking to customers at midday and reviewing opportunities in the afternoon. Persona gives those connected records a shared context. Use it to investigate an account that needs attention and prepare an internal next step, without relying on memory to connect the details.

7. For agencies and consultants

   Client relationships span discussions, meetings, commercial decisions and payments. Persona helps bring the available context into a review before your next conversation. For example, check a quiet opportunity alongside recent activity, then decide whether a follow up task would help. Your team brings the relationship knowledge; Persona helps gather the records behind the decision.

8. For SaaS sales and revenue teams

   Revenue work crosses pipeline, customer conversations and payment activity. Persona helps teams investigate signals across those connected records instead of treating each update as an isolated event. A slipped deal or a failed payment can become a focused review with evidence and a proposed next step. Your team decides what the signal means for the account.

9. Keep control as you introduce automation

   Review is the default. An owner can allow selected action types to run automatically within a daily limit, and you can pause all agents at any time. Completed actions leave a receipt. Undo is available while the affected record is unchanged and recovery checks pass, so the history of the work remains visible.

10. Begin with one useful business workflow

    Pick a recurring question or task that takes too much checking today. We confirm the supported connections, agree the scope and price, and define what a useful result would look like before the paid pilot begins. Try Persona against real work, review the results together, and decide where it belongs in your business.

Explore approval controls and action history