Add Persona to your AI agent
Persona offers identity infrastructure that allows you to craft personalized and automated verification solutions so you can better understand & protect users.
- Things your agent can do in Persona
- 69
Things your AI can do in Persona
Your FormWise AI can handle any of these in Persona — on its own, without you needing to click a button.
Create an Account
PopularTool to create an account in Persona. Use when you need to create a new account with personal information such as name, email, phone, address, and custom fields.
Create Webhook
PopularTool to create a new webhook in Persona. Use when you need to set up real-time notifications for specific events in your Persona account. The webhook will send POST requests to your URL when enabled events occur.
List All Accounts
PopularTool to list all accounts in Persona. Use when you need to retrieve a paginated list of accounts with optional filtering by reference ID or account type.
List All Cases
PopularTool to list all cases in Persona. Use when you need to retrieve a collection of cases with optional filtering and pagination.
List all Events
PopularTool to list all events from Persona. Use when you need to retrieve events for your organization. Supports pagination and filtering by creation date. Events up to 3 months old can be viewed.
List All Inquiries
PopularTool to list all inquiries in Persona. Use when you need to retrieve a paginated collection of inquiries with optional filtering by reference ID, account ID, status, or inquiry template ID.
List All Lists
PopularTool to list all lists in Persona. Use when you need to retrieve a paginated collection of lists with optional filtering and field selection.
List All Reports
PopularTool to list all reports in Persona. Use when you need to retrieve a collection of reports with optional filtering and pagination. Reports can include various types such as adverse media, watchlist, profile, and verification reports.
List All Transactions
PopularTool to list all transactions in Persona. Use when you need to retrieve a paginated collection of transactions with optional filtering.
List All Webhooks
PopularTool to list all webhooks in Persona. Use when you need to retrieve a paginated list of webhooks configured for the account.
Retrieve an Account
PopularTool to retrieve an account in Persona. Use when you need to fetch details of a specific account by its ID.
Retrieve a Document
PopularTool to retrieve a document from Persona. Use when you need to fetch details of a specific document by its ID.
Show 57 more things it can do
Search Accounts
PopularTool to search accounts in Persona using flexible query criteria. Use when you need to find accounts based on specific attributes, tags, or status. Supports boolean logic (AND/OR/NOT) and comparison operators.
Search Cases
PopularTool to search cases in Persona using advanced query filters with boolean logic. Use when you need to find cases matching specific criteria using operators like eq, gt, gte, lt, lte combined with AND/OR/NOT logic.
Update a Webhook
PopularTool to update a webhook in Persona. Use when you need to modify webhook configuration such as name, description, URL, or enabled events.
Update an Account
PopularTool to update an account in Persona. Use when you need to modify account information such as name, email, phone, address, reference ID, or custom fields.
Add Tag to Account
Tool to add a tag to an Account in Persona. Use when you need to categorize or label an account with a specific tag. Either tag_id or tag_name must be provided in the request meta.
Archive Browser Fingerprint List Item
Tool to archive a browser fingerprint list item in Persona. Use when you need to mark a browser fingerprint list item as archived without permanently deleting it.
Archive Country List Item
Tool to archive a Country List Item by ID. Use when you need to mark a country list item as archived. This action is idempotent - archiving an already archived item is safe.
Archive a Geolocation List Item
Tool to archive a geolocation list item from Persona. Use when you need to archive a specific geolocation list item by its ID. This operation marks the item as archived without permanently deleting it.
Archive Government ID Number List Item
Tool to archive a Government ID Number List Item. Use when you need to remove a government ID number from the active list.
Archive a Name List Item
Tool to archive a name list item in Persona. Use when you need to archive a specific name list item by its ID.
Archive a webhook
Tool to archive a Persona webhook by its ID. Use when you need to deactivate a webhook without deleting it. Archived webhooks will no longer receive events but can be referenced for historical purposes.
Archive Email Address List Item
Tool to archive an Email Address List Item in Persona. Use when you need to archive an email address or domain from a list. The archived item will be marked with an archived timestamp in the response.
Archive IP Address List Item
Tool to archive an IP address list item in Persona. Use when you need to remove an IP address from active monitoring.
Archive Phone Number List Item
Tool to archive a phone number list item in Persona. Use when you need to mark a phone number list item as archived without permanently deleting it.
Archive String List Item
Tool to archive a String List Item in Persona. Use when you need to mark a string list item as archived without permanently deleting it. The item will be marked with an archived timestamp and its status will be updated accordingly.
Clone Webhook
Tool to clone an existing Persona webhook. Use when you need to duplicate a webhook configuration with all its settings.
Consolidate Accounts
Tool to consolidate multiple source accounts into a single destination account. Use when merging duplicate accounts or combining account data from multiple sources into one primary account.
Create IP Address List Item
Tool to create an IP Address List Item in Persona. Use when you need to add an IP address to a watchlist or allowlist for identity verification purposes. The list ID must be obtained first using a list retrieval action.
Create Country List Item
Tool to create a country list item in Persona. Use when you need to add a country to a country list for identity verification or compliance purposes.
Create Generic Document
Tool to create a generic document in Persona. Use when you need to create a document record of a specific kind/type for an account or inquiry.
Create Email Address List Item
Tool to create an email address list item in Persona. Use when you need to add an email address to a watchlist or blocklist.
Create Government ID Number List Item
Tool to create a new government ID number list item in Persona. Use when you need to add a government ID number (such as SSN, passport, or driver's license) to a watchlist or monitoring list.
Create Name List Item
Tool to create a new name list item in Persona. Use when you need to add a person's name to a specific list for verification or monitoring purposes.
Create Phone Number List Item
Tool to create a phone number list item in Persona. Use when you need to add a phone number to a specific list for tracking or verification purposes.
Create String List Item
Tool to create a String List Item in Persona. Use when adding a new string value to an existing list for matching or filtering purposes.
Disable Webhook
Tool to disable a webhook in Persona. Use when you need to stop a webhook from receiving events without deleting it.
Enable Webhook
Tool to enable a webhook in Persona. Use when you need to activate a previously disabled webhook.
Expire Inquiry Sessions
Tool to expire all inquiry sessions for specified inquiry IDs. Use when you need to expire multiple inquiry sessions at once by providing a list of inquiry IDs.
Import Email Address Lists
Tool to import email addresses into a list from a CSV file. Use when you need to bulk import email addresses for identity verification or list management.
Import IP Address Lists
Tool to import IP address lists into Persona. Use when you need to bulk upload IPv4 or IPv6 addresses to an existing list.
Import Name Lists
Tool to import name lists to Persona. Use when you need to bulk import first and last names to an existing name list for identity verification purposes.
Import Phone Number Lists
Tool to import phone number lists into Persona. Use when you need to bulk upload phone numbers in E.164 format to an existing list.
List All API Logs
Tool to list all API logs in Persona. Use when you need to retrieve a paginated history of API requests made to your organization, including request details, response status, and timing information.
List All Devices
Tool to list all devices filtered by inquiry session ID. Use when you need to retrieve devices associated with a specific inquiry session.
List all Importers
Tool to list all importers in Persona. Use when you need to retrieve a list of all import operations, including account importers, email address list importers, and other types.
List All Inquiry Sessions
Tool to list all inquiry sessions in Persona. Use when you need to retrieve a collection of inquiry sessions with optional filtering.
List All Rate Limits
Tool to list all rate limits in Persona. Use when you need to retrieve current rate limit information for your API usage.
List all Workflow Runs
Tool to list all workflow runs in Persona. Use when you need to retrieve workflow runs with optional filtering by workflow ID, inquiry ID, account ID, or session token. Supports pagination for large result sets.
Redact an Account
Tool to permanently redact an account in Persona. Use when you need to delete sensitive personal information from an account to comply with privacy regulations or user requests. This operation is irreversible.
Remove Account Tag
Tool to remove a tag from a Persona Account. Use when you need to remove a tag association from an account by providing either the tag ID or tag name.
Retrieve a Country List Item
Tool to retrieve a country list item by ID in Persona. Use when you need to fetch details of a specific country list item.
Retrieve a Geolocation List Item
Tool to retrieve a geolocation list item from Persona. Use when you need to fetch details of a specific geolocation list item by its ID.
Retrieve a Name List Item
Tool to retrieve a Name List Item in Persona. Use when you need to get details about a specific name list item, including first name, last name, status, match count, and timestamps.
Retrieve a String List Item
Tool to retrieve a string list item by ID in Persona. Use when you need to fetch details of a specific string list item.
Retrieve a Webhook
Tool to retrieve a webhook by its ID. Use when you need to fetch details about a specific webhook configuration.
Retrieve an Event
Tool to retrieve an event in Persona. Use when you need to fetch details of a specific event that was logged by Persona.
Retrieve an Importer
Tool to retrieve a specific importer in Persona. Use when you need to get details about a specific import operation by its ID.
Retrieve IP Address List Item
Tool to retrieve an IP Address List Item in Persona. Use when you need to get details about a specific IP address list item, including its value, status, match count, and timestamps.
Retrieve an API Log
Tool to retrieve an API log in Persona. Use when you need to fetch details of a specific API request/response that was logged by Persona.
Retrieve Browser Fingerprint List Item
Tool to retrieve a browser fingerprint list item in Persona. Use when you need to fetch details of a specific browser fingerprint from a list for identity verification or fraud prevention purposes.
Retrieve Generic Document
Tool to retrieve a generic document in Persona. Use when you need to fetch details of a specific document by its ID.
Retrieve Email Address List Item
Tool to retrieve an Email Address List Item in Persona. Use when you need to get details about a specific email address list item, including its value, status, match count, and timestamps.
Retrieve Government ID Number List Item
Tool to retrieve a Government ID Number List Item in Persona. Use when you need to get details about a specific government ID number list item, including its ID number, ID class, status, match count, and timestamps.
Retrieve Phone Number List Item
Tool to retrieve a phone number list item in Persona. Use when you need to fetch details of a specific phone number from a list for identity verification or fraud prevention purposes.
Rotate Webhook Secret
Tool to rotate a webhook's secret in Persona. Use when you need to generate a new secret key for webhook signature verification while optionally keeping the old secret active for a grace period.
Set Tags on Account
Tool to set tags on a Persona Account. Use when you need to assign or update tags for an account using either tag IDs or tag names. This operation replaces all existing tags with the provided ones.
Update Generic Document
Tool to update a generic document in Persona. Use when you need to modify fields, files, or kind of an existing document by its ID.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Persona is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Persona, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Persona for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Persona work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Persona to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Persona in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Persona.
- 3
Hit "Connect"
Click "Connect Persona" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Persona
Build a quick AI Agent (it's like writing instructions, not code), and pick the Persona actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Persona for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Persona workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Persona users had before signing up
Do I need to know how to code?
Not even a little. If you can use Persona today, you can set this up. You'll connect Persona, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Persona login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Persona or delete everything any time.
What happens when Persona updates their app?
We handle it. When Persona adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Persona takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Persona — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Persona on FormWise
Persona offers identity infrastructure that allows you to craft personalized and automated verification solutions so you can better understand & protect users.
Connect Persona once and your FormWise AI gets 69 things it can do inside it. That means your AI can handle the Persona work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Persona? Take a look at withpersona.com.
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Stop doing the Persona work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.
