Overview
A global persona is an AI persona that lives in your organization's Global Content instead of in one content space. Any roleplay in any of your content spaces can use it.
Owners and Admins of your organization create and manage global personas in Global Content > Personas, or move an existing persona there with Promote to Global.
Content space admins add global personas to their roleplays from the roleplay builder. They can view a global persona but not change it.
One persona, every roleplay. A change to a global persona applies right away to every roleplay that uses it, in every content space.
Promote is permanent. A persona moved to Global Content can't be moved back to a content space.
Learners see no difference. A global persona looks and sounds the same as any other persona in practice.
What it looks like when it's done
The business case
Acme has two content spaces, Sales and Customer Success. Both teams practice conversations with the same tough buyer: Jordan Lee, Procurement Director. Today each space has its own copy of Jordan, and the two copies have drifted apart.
In Global Content
An Acme Admin promotes the Sales copy of Jordan to Global Content. Jordan now appears in Global Content > Personas, and no longer in the Sales persona list.
Persona | Lives in | Available to |
Jordan Lee | Global Content | 3 Roleplays |
In each content space
Content space | Roleplay | Persona |
Sales | Price objection | Jordan Lee (global) |
Sales | Contract renewal | Jordan Lee (global) |
Customer Success | Escalation call | Jordan Lee (global) |
The Sales roleplays kept working through the promote with no changes. The Customer Success admin added Jordan to Escalation call from Add persona > Global persona, then removed their own drifted copy.
The result
When the Admin changes Jordan's demeanor in Global Content, all 3 roleplays use the new demeanor right away, even in sessions already in progress (see If I edit a global persona, which roleplays change?).
Creating and adding global personas
Step 1: Make a persona global
You need to be an Owner or Admin of your organization. Choose one of these:
Create a new global persona
Open Global Content and select the Personas tab.
Click Create new.
Fill in the persona. Name, Job title, Demeanor and Voice are required.
Click Save.
Promote a persona you already have
Select the content space that holds the persona under Content in the sidebar, then open Roleplays and select the Personas tab.
Open the persona's row menu and select Promote to Global.
Confirm. The persona moves to Global Content, and every roleplay that already uses it keeps using it.
Not sure whether to promote? Promoting can't be undone. See Can I move a global persona back to a content space?
Step 2: Add the global persona to a roleplay
Owners, Admins and content space admins can do this.
Open the roleplay in the roleplay builder.
On the persona card, click Add persona.
Hover Global persona and select the persona from the list.
If the global persona replaces one the roleplay already uses, open the old persona's menu and select Remove.
Save the roleplay.
Global personas show a globe icon. Their menu offers View Details and Remove, and no Edit.
Not sure why Global persona isn't in the menu? It appears only when your organization has at least one global persona. See I don't see "Global persona" in the Add persona menu.
FAQs
Who can create, edit or delete a global persona?
Only Owners and Admins of your organization.
Content space admins can add a global persona to their roleplays, view its details, and remove it from their roleplays.
Learners practice with it like any other persona.
Can I move a global persona back to a content space?
No. Promote to Global is permanent.
The persona keeps working in every roleplay that uses it.
If a content space needs its own version, create a new persona in that content space.
Can a roleplay use a global persona and content space personas together?
Yes. A multi-persona roleplay can mix global personas and personas from its own content space, up to the roleplay's limit (3 personas).
Changing and removing global personas
Use these before you edit or delete a persona that other teams rely on.
If I edit a global persona, which roleplays change?
Every roleplay that uses it, in every content space, right away.
There's no version history. Learners get the new persona on their next session.
A learner in the middle of a session gets the new instructions and demeanor from the persona's next reply.
Global Content doesn't warn you before saving. Check the Available to column first to see how many enabled roleplays use the persona.
How do I try out changes without affecting live roleplays?
Use Duplicate on the persona's row in Global Content > Personas.
The copy is named "
<persona name>(copy)" and is a separate global persona.Changes to the copy don't affect the original or the roleplays that use it.
Can I delete a global persona that roleplays use?
Not while an enabled roleplay uses it. Delete is disabled, showing "Persona is in use", and becomes available once you remove the persona from those roleplays.
Hover Available to to see which enabled roleplays use it. The list shows roleplay titles but not their content spaces.
Remove the persona from each of those roleplays, then delete it.
Does removing a global persona from my roleplay affect other roleplays?
No. Remove takes the persona out of that roleplay only. The persona and every other roleplay that uses it stay the same.
What do past practice sessions show after I rename a global persona?
The name from the time of the session. Past sessions keep the persona's name, job title and demeanor as they were when the session took place. A rename changes only sessions that start after it.
Using global personas across your organization
Use these to understand where global personas show up and where they don't.
Do learners know a persona is global?
No. Learners see the persona's name, picture and voice exactly as they would for any other persona.
What happens to a global persona when I copy a roleplay to another content space?
Within your organization, the copy uses the same global persona. Nothing is duplicated, so later edits to the persona still reach both roleplays.
A copy into a different organization gets its own separate persona there, so later edits don't reach it.
Can AI persona generation pick a global persona?
Yes. When you generate personas with AI from a roleplay, or build a program with AI (Programs > Create new), Yoodli may reuse an existing global persona instead of creating a new one.
When you approve an AI program builder edit to a global persona, the change applies to every roleplay that uses it.
Do Roleplay Templates include a persona?
No. A Roleplay Template in Global Content doesn't store a persona. You choose one, global or not, when you preview the template or create a roleplay from it.
Global personas in a multi-org enterprise
Use these if your enterprise shares Global Content from a home org to its other orgs.
Do global personas get shared with the other orgs in my enterprise?
Yes. Each Broadcast Now copies the home org's global personas into each other org's Global Content.
An Enterprise Admin chooses the home org and clicks Broadcast Now on the Broadcast tab of the Multi Org page (Org settings > Manage Multi Org).
Nothing is shared until someone clicks Broadcast Now. Changes made in the home org reach the other orgs at the next broadcast.
Draft personas aren't shared.
The home org's Global Content shows "Changes made here may be broadcast to all other orgs in the Multi-Org."
Can a receiving org edit or delete a broadcast persona?
No. Its content is managed by the home org.
Edit, Rename, Delete and Promote to Global are unavailable, with "This content is managed via broadcast and cannot be modified here."
The receiving org can use it in roleplays like any other global persona.
What happens in the other orgs when the home org deletes a global persona?
At the next broadcast, each other org keeps its copy as its own persona. Their roleplays keep working, and their Owners and Admins can then edit or delete it.
Troubleshooting
I don't see Global Content or its Personas tab
If: you're a content space admin. Then: this is expected. Global Content is for Owners and Admins of your organization. You can still add global personas from the roleplay builder.
If: you're an Owner or Admin and there's no Global Content in the navigation, or no Personas tab. Then: contact support. Global Content may not be set up for your organization, or global personas may not be turned on for your account.
I don't see "Global persona" in the Add persona menu
If: your organization has no global personas yet. Then: an Owner or Admin needs to create or promote one first. The menu item appears once one exists.
If: your organization has global personas, but the menu item is still missing. Then: contact support. Global personas may not be turned on for your account.
There's no Edit option on a persona in my roleplay
If: the persona has a globe icon. Then: this is expected. Only an Owner or Admin of your organization can edit a global persona, in Global Content > Personas. Use View Details to see the persona.
I changed a global persona, but a roleplay still uses the old version
If: the persona in that roleplay has no globe icon. Then: the roleplay uses a content space persona with the same name, not the global one. Open the roleplay in the builder, add the global persona from Add persona > Global persona, remove the other persona, and save.
If: you changed the persona in your enterprise's home org, and the roleplay is in another org that received it by broadcast (the persona has a globe icon there). Then: changes reach the other orgs only at the next broadcast. Ask an Enterprise Admin to click Broadcast Now on the Broadcast tab of the Multi Org page (Org settings > Manage Multi Org).
Delete is unavailable and says "Persona is in use"
If: the persona's Available to column shows one or more roleplays. Then: remove the persona from each of those roleplays, then delete it.
Edit, Rename or Delete says "This content is managed via broadcast and cannot be modified here."
If: your organization is part of a multi-org enterprise. Then: this is expected. The persona was shared from your enterprise's home org. Ask an Owner or Admin of the home org to make the change, then have an Enterprise Admin click Broadcast Now on the Broadcast tab of the Multi Org page (Org settings > Manage Multi Org).
Promote to Global is missing or unavailable on a persona
If: you're a content space admin. Then: this is expected. Only Owners and Admins can promote.
If: the option is visible but unavailable, with the message "This content is managed via broadcast and cannot be modified here." Then: this is expected for a persona shared from your enterprise's home org.
If: you can't find the persona on the content space's Personas tab (Roleplays > Personas). Then: it may already be global. Check Global Content > Personas.
I see two personas with the same name
If: both have a globe icon. Then: persona names don't have to be unique. Tell them apart by picture, job title and demeanor. In a multi-org enterprise, a broadcast can add a persona with the same name as one your org already had.
If: only one has a globe icon. Then: one is global and the other belongs to your content space. In the roleplay builder's Add persona menu, global personas are listed under Global persona, the others under From your library.
Learners see "Oops, something went wrong!" when they start a roleplay
If: the error happens only on some roleplays, not all of them, and those roleplays use a global persona. Then: open each of those roleplays in the builder. If the persona it used no longer appears on the persona card, that persona was deleted, and adding another persona won't fix that roleplay. Create the roleplay again with a persona that exists, or contact support. If the persona appears, contact support.
If you're still stuck, email [email protected] with your organization name, the persona's name, the roleplay's name and content space, and a screenshot of what you see.