Product Guide

Learn more about Persona's product and platform.

Accounts

Accounts

General Overview Accounts aggregate all customer information in one place and enable you to view the entire history of how you've interac...

Advanced Logic

Workflows

What are Workflows? Workflows let you automate manual actions that are triggered by an event and based on a set of if / then conditions. ...
Lists

What are Lists? With Lists, you can create lists of information and easily flag inquiries that match the information found on the list. F...

Notifications