Persona Selection

The Persona Selection page allows new users to choose their primary role and customize their platform experience. The selected persona determines the default workbench, response style, query suggestions, and UI layout the user will see throughout the platform.

Available Personas

Persona	Icon	Description	Default Workbench
Data Analyst	Chart icon	Explore data, build dashboards, track KPIs	BI Workbench
Data Engineer	Pipeline icon	Manage pipelines, monitor data quality	Data Workbench
ML Engineer	Brain icon	Train models, deploy ML workloads	ML Workbench
Executive	Briefcase icon	High-level insights, strategic reports	BI Workbench
Developer	Code icon	Build integrations, use APIs	Agentic Workbench

Selection Interface

The page displays persona cards in a grid layout. Each card includes:

interface PersonaCard {
  id: string;
  title: string;
  description: string;
  icon: ReactNode;
  capabilities: string[];
  recommended_for: string;
}

Card Content

Each persona card shows:

Persona title and icon
Brief description (1-2 sentences)
Three key capabilities
"Recommended for" subtitle

Persona Impact

The selected persona configures multiple aspects of the user experience:

Aspect	Configuration
Default workbench	Which workbench opens by default
Navigation order	Sidebar item ordering by relevance
Response verbosity	Concise for experts, detailed for beginners
Query suggestions	Tailored to the persona domain
Chart defaults	Chart types matching the persona workflow
Onboarding next steps	Connection setup guidance for the persona

Sub-Persona Options

After selecting a primary persona, optional refinements are offered:

Primary Persona	Sub-Options
Data Analyst	Business Analyst, Financial Analyst, Marketing Analyst
Data Engineer	ETL Engineer, Data Platform Engineer, Analytics Engineer
ML Engineer	Research Scientist, MLOps Engineer, Applied ML
Executive	CEO/CTO, VP Analytics, Department Head
Developer	Backend Developer, Full-Stack Developer, Data App Developer

Skill Level Assessment

An optional skill assessment helps calibrate the AI response detail level:

Level	SQL Knowledge	AI Familiarity	Response Style
Beginner	None to basic	New to AI tools	Step-by-step explanations
Intermediate	Comfortable with SQL	Has used AI assistants	Balanced detail
Advanced	Expert SQL/data	Power user	Minimal explanations

Persistence

The persona selection is stored in the user profile and can be changed later through settings:

const handlePersonaSelect = async (persona: string) => {
  await apiClient.put('/api/v1/users/me/preferences', {
    persona: persona,
    skill_level: selectedSkillLevel,
  });
  navigate('/onboarding/connection');
};

Analytics

Event	Description
`onboarding.persona.view`	User viewed persona selection
`onboarding.persona.hover`	User hovered over a persona card
`onboarding.persona.select`	User selected a persona
`onboarding.persona.change`	User changed their initial selection

Welcome Page Connection Setup