Advisors

An advisor (persona) is a reusable expert: a fixed scope of knowledge, a role, and a tone. Instead of picking datasources every time you chat, you talk to “the CFO advisor” or “the HR policy advisor” and it always answers from the right sources. Create them in Studio → Advisors.

Creating an advisor

• Name & role — what it is, e.g. Financial advisor or Compliance officer. The role shapes how it frames answers.
• Posture — its tone and stance (e.g. cautious vs. decisive), so its advice sounds the way you want.
• Knowledge — the datasources (and/or tags) it may search. The advisor can only ever answer from these.
• Model — the chat model it uses, or auto to route each question to the right one.
• Visibility — keep it private, or (in an organization) share it with a department or the whole org. An advisor’s knowledge must be reachable by everyone it’s shared with.

Using an advisor

• In Chat, choose the advisor instead of ad‑hoc datasources — it brings its own scope, role, and model.
• In Proposals, an advisor drafts the recommendation a human then signs off on.

Note

Advisors are versioned. When you change one, conversations and proposals record which version answered, so older decisions stay traceable.