Customizing the AI Persona

[!IMPORTANT] It is highly recommended to define a custom System Persona. Giving the AI a clear role (e.g., "You are a polite technical support agent") drastically improves response quality and keeps the bot focused.

Dragon AI allows you to deeply customize the behavior, tone, and identity of the assistant based on the context of the conversation.

Where to Configure

1. Global / Account Level

You can set a Workspace System Prompt in your Profile Settings under the AI Chat configuration (Gear Icon). This prompt applies globally to your multi-project API Keys or when using the internal dashboard.

2. Project Level

You can set a Project Specific Prompt inside the settings of any specific project (/dashboard/projects/[id]). This overrides the global identity when a Single-Project API Key is used.

Configuration Cases

A. Internal Dashboard Chat

When chatting inside the Dragon Dashboard, the AI uses your Global Account Persona to act as your personalized master assistant across all projects.

B. API Key for a Single Project

If you generate an API Key restricted to a single project, the AI will exclusively use the Project Specific Persona. For example, if the project is "Aura Store", the AI will strictly act as the Aura Store Customer Service representative.

C. API Key for Multiple Projects

If an API Key has access to multiple projects, the system dynamically informs the AI which projects it represents. It will then use your Global Account Persona as instructions to dictate the overall tone (e.g., "Always be polite and answer inquiries regarding any of the assigned projects").

D. Global Workspace API Key

Similar to the internal dashboard, if the API Key has unrestricted access to the entire account, it uses the Global Account Persona and can pull information from any collection seamlessly.