Nextora / Personas for your projects
Reviewing the project
Getting to know the project.
Read the project brief and linked context.
A clear next step, with the decision left to you.
Opened Aurora Launch. Read the project brief and linked context.
For teams ready to give AI a defined role in project work.
A project teammate needs a purpose, the relevant context and a clear understanding of when to ask. Give a persona those foundations, then assign work and review the role as the project develops.
A brief, the current work and the team’s expectations all matter when asking for useful help.
The team needs to know what the persona should review, what it can access and which decisions need a person.
Working hours, budgets and responsibilities need visible controls as the team evaluates the role.
Follow the role brief, charter, trial and project assignment. The animated working day illustrates how a configured teammate could review tasks and ask for a decision; it is a demonstration scenario.
Illustrative walkthrough · Demo data
01Create a role
The interview turns your expectations into a charter.
Review her boundaries02Set boundaries
03Follow her day
Her working hours begin.
The project brief and assigned work are ready.
04Manage lifecycle
Review her work before granting more autonomy. Pause the persona whenever the project needs a different pace.
Start with Personas and Projects, a focused role and clear boundaries. Connect additional business context as needed and evaluate the teammate through the work you assign.
The teammate example pairs Personas with Projects. Customer bots, workflow generation and reporting each use their own connected setup.
See the AI teammate setupMore ways to put AI to work
A useful workflow needs a sequence the team can understand and check.
Open the accepted draft on the canvas and follow its lead trigger, review task, delay and follow-up task.
The full handoff is visible in one place while the workflow stays inactive for review.
The team needs a common view of the numbers and the movement behind them.
Open the saved Weekly sales pulse board to review total leads, total deal value and the two monthly trends.
The accepted plan becomes a working board the team can return to for the next discussion.
Personas brings the brief, assignment and lifecycle into the workspace. People decide what the role is responsible for and how much autonomy it should have.
Shape your Nextora setupExplain an open-ended request each time help is needed.
Define a persona with a purpose, charter and project context.
Leave access and escalation expectations implicit.
Review scope, working hours, budgets and rules for asking a person.
Treat assigning a role as the end of the setup.
Start with a trial, review the activity and adjust or pause the role.
Define a persona around assigned project tasks, with instructions to review progress and propose next steps for a person to check.
Give the persona a focused brief and rules for asking about missing information before it proposes the next action.
Explore the illustrated morning routine: review assigned tasks, surface a question and prepare a handover within the configured working hours.
The tools behind the work
Connect the next part of the work
Connect the modules your persona needs, such as CRM for leads and deals. Keep access and responsibilities tied to the work you actually want it to do.
Discover Nextora CRM ↗Start with Personas and Projects for the teammate experience shown here. Add CRM context, Automation, Analytics or customer-facing AI Chatbot around the work you want AI to help with.
Contacts, companies and workspace access are part of every setup. CRM adds the sales layer.
The main demonstration pairs AI Personas with Projects. Workflows, reports and customer bots have their own setups.
AI roles, working boundaries and a teammate lifecycle.
Project delivery, milestones and client hubs.
Generate and review a workflow for leads and follow-up tasks.
Build reports around sales records.
Add customer-facing bots and a human conversation queue.
Bring the workspace assistant into your enabled working areas.
Additional modules and access are agreed separately.
Private alpha · We’ll confirm the modules, connections and pricing for your workflow.
Personas are workspace teammates with roles, instructions and a lifecycle. Customer-facing bots have their own builder, knowledge sources, channels and testing tools.
Use trials, review proposals and inspect activity. Configure responsibilities, access, escalation rules and budgets, and pause a persona when needed.
The teammate walkthrough uses Personas and Projects. Workflow generation belongs with Automation, business reporting with Analytics, and customer-facing bots with AI Chatbot. Each uses its own relevant setup and connected data.
The interactive persona scenes are illustrative demos with scripted activity and demo data. Product screenshots show the actual interface, including configuration, project assignment, workflow previews and analytics. These examples do not claim that a persona completed a project autonomously.
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