Custom on-page instructions

Webpage specific guidance for your audience
Written by Don Bosco
Updated 3 weeks ago

The Custom Instructions feature in the Persona app allows you to guide your Persona on how to interact with users based on the specific webpage they are visiting. This feature helps tailor the Persona's responses and actions to provide a more personalized and effective user experience.

Step 1: Accessing the Custom Instructions Tab

  1. Open the Persona App: Launch the Persona app on your device.
  2. Navigate to the Instructions Tab: Click on the "Instructions" tab from the left sidebar menu.

Step 2: Adding a New Instruction

Initiating the Instruction Form

  1. Click "Add Instructions": In the top right corner of the Instructions screen, click the "Add Instructions" button.

Filling Out the Instruction Form

  1. URL: Enter the URL of the webpage where you want your Persona to follow specific instructions.

    • Example:
  2. Page Title: Provide a title for the page.

    • Example: About Us
  3. What's on this Page?: Describe the main elements and purpose of the page.

    • Example: BHuman promotional website with info about BHuman. At the top is our nav bar, under that is our story with contact buttons and our social media profiles.
  4. Desired Action: Specify the action you want your Persona to take or the message you want them to convey on this page.

    • Example: To encourage users to try BHuman

  1. Save the Instruction: Click the "Save" button to add the instruction, or "Save and add new instruction" if you want to add more instructions.

Step 3: Managing Instructions

Viewing Instructions

  1. Instructions List: Once instructions are added, they will appear in the main area of the Instructions tab.
  2. Search for Instructions: Use the search bar to find specific instructions.

Editing or Deleting Instructions

  1. Edit Instruction: Click the pencil icon next to an instruction to edit it.
  2. Delete Instruction: Click the trash can icon next to an instruction to delete it.

Example Custom Instruction


  • URL:
  • Page Title: Pricing
  • What's on this Page?: Detailed information about BHuman’s pricing plans and features.
  • Desired Action: Help the user understand the different pricing plans and encourage them to choose the one that best fits their needs.


The Custom Instructions feature in the Persona app allows you to tailor your Persona's interactions based on the specific webpage a user is visiting. This personalization helps enhance the user experience by providing relevant information and guiding users towards desired actions.

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