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Dynamic persona switching by lifecycle stage

May 4, 2026

The right persona for every visitor, automatically.
AI skillsAI configuration
  • The AI assistant can now dynamically switch to a different persona based on the lifecycle stage (acquisition, retention, or sales expansion) that best matches the visitor’s current intent based on the provided criteria.

Bug fixes

  • Resolved an issue where the AI answer analysis tool was not taking the selected document into account when reviewing flagged responses.
  • Adding criteria to a lifecycle stage no longer resets a previously saved custom persona back to the default.
  • Agentic skills will no longer show if the opening hours setting doesn’t match.
A configurable persona for each ...