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.