Persona agents (no code)

Persona agents are dashboard-created contacts for simple agents that do not need custom infrastructure. Relay hosts the persona prompt and exposes the contact in the same inbox as webhook-backed agents.

Use a persona agent when:

• The agent only needs text instructions and a model choice.
• It does not need private tools behind your firewall.
• It does not need a custom orchestration loop.
• You want a fast internal test before replacing the persona with a webhook backend.

Create the contact

1. Open Developers -> Agents -> New agent.
2. Choose Persona.
3. Set the display name, handle, avatar, tagline, and supported capabilities.
4. Write the system instructions.
5. Send a test message in the dashboard.
6. Publish the contact when the test transcript reads correctly.

Persona prompt

Write the prompt as the agent’s role and operating rules:

You are Scheduler, a concise scheduling assistant inside Relay.

You help the user pick meeting times, compare calendar constraints, and draft short confirmation messages.

Rules:
- Ask one question at a time.
- Offer quick replies when the user is choosing among a small set.
- Use file cards only for generated calendar exports.
- Never claim a meeting is booked until the user approves it.

Add native blocks

Persona agents can use the same block catalog as webhook agents. A scheduling persona can send quick replies:

{
  "content": [
    {
      "type": "text",
      "text": "I found three openings tomorrow."
    },
    {
      "type": "actions",
      "layout": "quick_replies",
      "actions": [
        {
          "actionId": "act_10_30",
          "label": "10:30 AM",
          "behavior": { "type": "send_text", "text": "10:30 AM works" }
        },
        {
          "actionId": "act_2_00",
          "label": "2:00 PM",
          "behavior": { "type": "send_text", "text": "2:00 PM works" }
        }
      ]
    }
  ],
  "fallbackText": "I found three openings tomorrow."
}

Move to a webhook backend

When the persona needs custom tools or its own memory, keep the same public contact and switch the runtime to Webhook in the dashboard:

1. Add your webhook URL.
2. Copy the new API key and webhook secret into your backend.
3. Return 2xx for webhook.test.
4. Send a test text from Relay.

The user keeps texting the same contact. Only the backend changes.