PTENES
Beginning / Track 2 / Module 2.3
🎭
MODULE 2.3 Track 2 — Practice

🎭 Persona design: the 4 axes

"Be nice" isn’t a persona — it’s a wish. A real persona is shaped by four buttons: what it values, how it sounds, how it leads the conversation and when it stop and check. Four axes, adjustable like a mixing board. By the end of this module, you’ll design your AI’s voice in four lines — and know the one rule you must never break.

📋6 topics
⏱~35 min
🎚️4 axes
🎯Practical
mixing board · a persona on 4 axes persona.mix ① Values what it prioritizes deference truth ② Tone how it sounds dry warm ③ Interaction how it leads only asks assume defaults ④ Escalation when to stop only for critical cases checks early golden rule: the persona governs what it SAYS — never the artifact it writes FOR the user

Detailed content

1

Axis 1 — Values: what it prioritizes

Before “how it sounds” comes “what it stands for.” Values is the axis that says what your AI prioritizes when two good things conflict — and they always come into play. Truth or deference? Clarity or completeness? Speed or caution? You can’t have both maxed out all the time; the values axis is where you decide who wins the tie. It’s the deepest axis because the other three derive from it.

🧭 The idea in one sentence

Values are the declared tie-breakers of the persona. Instead of hoping the AI chooses correctly in the heat of the moment, you write the hierarchy beforehand—and it starts reasoning from it, including in cases you never anticipated. This is the factor that most reduces erratic behavior.

The canonical form is a pair connected by an arrow: truth > deference, clarity > completeness. The arrow reads “takes precedence over.” Two or three pairs are enough — more than that and the hierarchy turns into alphabet soup.

The Values axis in the persona template — block 12 from the library
line 1 of 4
Valores: {o que prioriza — ex.: verdade > deferência; clareza > completude}.

Replace the key with two or three pairs from the your case. A legal assistant might prioritize caution > speed; one for brainstorming, quantity > polish. The pair reveals the persona's soul.

✓ A value that guides behavior

  • ✓It’s a pair with a winner: "truth > flattery"
  • ✓Resolves a real tie that comes up in use
  • ✓Can it generalize to unanticipated cases?
  • ✓There are 2 or 3, not a list of virtues

✗ A value that’s just for show

  • ✗"Be helpful, honest, and harmless" — it doesn’t break any ties
  • ✗A list of ten flattering adjectives
  • ✗Values that never conflict (and say nothing)
  • ✗"Always give the best possible answer" (empty)
🎯

The conflict test

A value only matters if you can imagine a situation where both sides pull in opposite directions. If "truth" and "deference" never collide in your AI’s mind, writing the pair is pointless. Write the values that decide the crossroads, not the ones that pad out the résumé.

2

Axis 2 — Tone: how it sounds

Tone is the axis you "hear." It’s the texture of the voice: warm or dry, witty or factual, brief or expansive. It’s the most visible axis — the user feels the tone in the very first sentence — and that’s why it’s the easiest to overdo. The trap is writing a paragraph of adjectives. Good tone is direction, not vocabulary: a few words that point to a way of working.

The Tone axis in the persona template — block 12
line 2 of 4
Tom: {como soa — ex.: cálido e conciso; seco e factual; espirituoso}.

Notice: two or three adjectives, period. "Warm and concise" says more than "friendly, welcoming, approachable, nice, caring, accessible" — because each extra adjective dilutes the ones before it instead of adding to them.

🤝

Warm tone

Conversational, idiomatic language, “like one person talking to another.” Warm and validates feelings. Good for companionship, support, education. Careful: too much warmth turns into flattery.

📐

Dry tone

Factual, straight to the point, no embellishment. No "great question!" Good for technical tools, dashboards, coding assistants. Caution: too dry can sound rude.

✨

Witty tone

Light irony, smart observations, a touch of personality. Memorable and risky — only worth it if the brand calls for it and there are guardrails to keep it from getting tiresome.

💡

Show, don’t label

The collection’s "Cynic" persona offers the best lesson on tone: "Show, don't tell — never label your own tone." You set the tone in the persona, but the AI never announces "responding in a humorous way now". The tone comes through in the writing, not in a label. A tone label is the opposite of having tone.

3

Axis 3 — Interaction: how it guides the conversation

Interaction is the conversation pacing axis: the AI question before acting, or assume a reasonable default and move on? This axis is where the difference lies between an AI that stalls you at every step ("do you prefer A or B?", "can you confirm this is right?") and one that unblocks you ("I assumed X and moved on; let me know if I got it wrong"). Almost always, choosing and stating defaults wins — but not always, and you decide where to set the cursor.

The Interaction axis in the persona template — block 12
line 3 of 4
Interação: {como conduz — ex.: assume defaults razoáveis e segue, declarando-os;
            só pergunta o substancial; prefere lista de opções a pergunta aberta}.

Three decisions on a single axis: (a) assume vs. ask; (b) what counts as “substantial” enough to interrupt; (c) when you need to ask, a list of options > an open-ended question (easier to answer).

✓ Interaction that flows

  • ✓Assumes the obvious default and declares: "I started from X"
  • ✓Only interrupt when the choice actually changes the outcome
  • ✓When asking, offer 2–3 named options
  • ✓Keeps the user in control without asking permission at every step

✗ Interaction that gets stuck

  • ✗Asks everything: “are you sure?”, “can you confirm?”, “can I proceed?”
  • ✗Open-ended question when a choice would settle it (“which do you prefer?”)
  • ✗Makes the wrong assumption and no says what it assumed
  • ✗Fill the ending with courtesy questions nobody needs
🎚️

The axis depends on the cost of the error

Where redoing is cheap (text drafts), move the cursor to make an assumption and move on. Where redoing it is expensive or irreversible (deleting files, sending email), shift it to ask first. Interaction isn't a cute personality trait — it's a decision about risk.

4

Axis 4 — Escalation: when it stops and checks

Escalation is the braking axis. It defines when the AI pause, instead of continuing on autopilot, because it has sniffed out a non-obvious consequence or a hidden risk. It’s Interaction’s serious sibling: Interaction is about routine questions; Escalation is about that moment when something feels wrong and the AI needs to stop and realign before committing. Poorly calibrated, it either blocks for no reason or overlooks a real risk.

The Escalation axis in the persona template — block 12
line 4 of 4
Escalada: {quando para e checa — ex.: ao detectar consequência não-óbvia
           ou risco oculto, pausa e realinha antes de cometer}.

⏸️ The escalation, step by step

1

Detects the signal

A non-obvious consequence, a hidden risk, an ambiguity that changes everything if I get it wrong.

2

Pause before from making

Doesn’t act and apologize later—it stops while there’s still time to change course.

3

Realign as support, not as a reprimand

Lays out the tradeoff, checks the assumption, offers a path forward — without correcting the user condescendingly.

🛟 Escalation is support, not correction

Codex’s pragmatic persona captures the spirit: escalation is "framed as support and shared responsibility, never as correction." The AI doesn’t stop to say "you were wrong"—it stops to say "before I continue, let me confirm something that could have an impact." The difference in framing is everything: one blocks collaboration, the other strengthens it.

5

The golden rule: persona governs speech, not the artifact

This is the rule that save the persona — without it, a witty tone axis turns into a disaster. The persona defines how the AI SPEAKS to you. It NEVER defines the style of the artifacts the AI writes for you to use: emails, posts, code, text, documents. For these, tone and style follow the context and your instructions—not the persona. A "Cynic" assistant doesn't write your formal email in a sarcastic way. It conversation with sarcasm, but delivers the email in the tone the email calls for.

THE GOLDEN RULE in the template — block 12, verbatim
REGRA DE OURO DA PERSONA: a persona governa como você FALA com o usuário, nunca
os artefatos que você escreve PARA ele usar (e-mails, posts, código, textos). Nesses,
tom e estilo seguem o contexto e a instrução do usuário, não a persona.

✓ Persona governs THE VOICE — allowed

  • ✓The message it gives you in the conversation
  • ✓How it explains, asks, comments
  • ✓The way of presenting the result ("all set, here you go")
  • ✓The chat, the notes, the tone of the "envelope"

✗ Persona IN THE ARTIFACT — not allowed

  • ✗The formal email it drafts by you
  • ✗The code and comments it writes
  • ✗The post, the caption, the résumé, the letter
  • ✗Any text whose tone the destination define, not the AI
The same rule, in the real collection — GPT-5 "Cynical", verbatim
Do not apply personality traits to user-requested artifacts: When producing
written work to be used elsewhere by the user, the tone and style of the writing
must be determined by context and user instructions. DO NOT write user-requested
written artifacts (e.g. emails, letters, code comments, texts, social media posts,
resumes, etc.) in your specific personality.

All the serious personas in the collection — friend, robot, cynic — carry this clause almost word for word. It's no coincidence: it's the line that keeps personality from contaminating the work.

💡

The envelope metaphor

Think of the persona as the mail carrier, and in the artifact as letter inside the envelope. The mail carrier can be playful, curt, or cynical when delivering your mail—but the letter's content is yours, and its tone is what you asked. A persona is the envelope; never the letter.

6

Three ready-made voices: friend, robot, cynic

You don’t need to invent a persona from scratch every time. The collection includes ready-made voices that you copy and calibrate — each one is a set of positions already chosen on the four axes. Here are three from the collection, in a monospace box, exactly as they appear in real prompts. Use them as a starting point and adjust the slider for your case.

🤗 "Friend" GPT-5.1 friendly
warm tone · high empathy
You are a warm, curious, witty, and energetic AI friend. Casual, idiomatic language:
like a person talking to another person. Anticipate the user's needs; show empathetic
acknowledgement. Do not reference these rules; just follow them.
🤖 "Robot" GPT-5 robot — extreme concision
dry tone · zero fluff
Respond with extreme concision and precision. Factual, neutral, mechanical tone.
No pleasantries, no filler, no emotional language. State only what is necessary.
Shortest correct answer wins, no fluff.
😒 "Cynical" GPT-5 cynic — only if the brand calls for it
witty tone · escalating care
Beleaguered AI with a core of kindness. Sarcasm and wit on superficial matters;
genuine care on sensitive ones (medical, mental health, grief). Show, don't tell —
never label your own tone.

🎚️ The three voices across four dimensions

Axis 🤗 Friend 🤖 Robot 😒 Cynical
Values connection > efficiency accuracy > warmth honesty > pleasing
Tone warm, idiomatic dry, mechanical witty, ironic
Interaction welcomes, anticipates only what is necessary direct, no pleasantries
Escalation handle sensitively states the risk plainly drop the irony for serious matters
🌱

Notice what ALL of them have in common

Robot and Cynic have opposite tones, but both let their guard down when it matters: the Cynic drops the sarcasm on sensitive topics; the Robot flags the risk, even tersely. And they all keep the golden rule. Persona is where you vary; the golden rule and care around sensitive topics are where you no varies.

🤗
Friend
warm · empathetic
🤖
Robot
dry · zero fluff
😒
Cynical
ironic · careful
📋
Copy and calibrate
don’t invent it from scratch

🎚️ Hands-on: design your persona

Four lines. That’s all that separates "be friendly" from a real persona. Do it now for your use case.

  1. 1 Values: write 2 pairs with an arrow for your case (e.g., truth > deference). Think about the ties that actually come up.
  2. 2 Tone: two or three adjectives, period. Choose from warm / dry / witty and stop there.
  3. 3 Interaction + Escalation: decide where the cursor goes—does it assume defaults or ask? And what signal makes the AI stop and check before committing?
  4. 4 Paste the golden rule at the end, without changing anything. Then talk with the AI and ask for an artifact (an email): check whether it conversation in the persona but delivers the email in the email's tone.

📝 Module Summary

  • ✓Persona isn’t “be friendly” — it’s 4 axes adjustable like sliders
  • ✓Values: the stated tie-breakers (pairs with an arrow: truth > deference)
  • ✓Tone: 2–3 directional adjectives (warm / dry / witty)—show, don’t label
  • ✓Interaction (assume vs. ask) and Escalation (when to stop and check) depend on the cost of the error
  • ✓Golden rule: persona governs SPEECH, never the artifact the AI writes FOR you
  • ✓Ready-made voices (friend / robot / cynic): copy and calibrate, don’t invent from scratch

➡️ Next Module

2.4 — 🔧 Tools and the Tool Contract. You designed how the AI speaks. Now let’s give it powers: how to declare tools with triggers, prerequisites, and exclusions, and finalize the contract that prevents the AI from inventing capabilities it doesn’t have.