How to set up your BotPlaybooks personas

1. Download your file

1. Click the download button (in your email or on your download page).
2. On a computer, the file usually lands in your Downloads folder.
3. On iPhone or iPad, Safari saves downloads to the Files app: open Files, tap Browse, then iCloud Drive, then Downloads.
4. On Android, open your phone's files app (for example Files by Google) and find the file you downloaded.

2. Unzip your pack

Packs and All-Access come as one .zip file with a folder of persona files inside.

1. Windows: right-click the .zip file, choose Extract All, then follow the instructions.
2. Mac: double-click the .zip file. It unzips into a folder in the same place. (If Safari's "Open safe files after downloading" setting is on, Safari unzips it for you.)
3. iPhone or iPad: in the Files app, tap the .zip file. A folder is created with the files inside. Tap the folder to open it.
4. Android: in Files by Google, go to the folder with the .zip file, tap it, tap Extract, then tap Done.

3. Open the persona file

1. Your persona is one .md file, so there is nothing to unzip.
2. Each persona is a plain text (.md) file. Open it with any text editor or notes app.
3. Find the heading Persona / System Prompt. Copy everything under it, down to the next heading (Tools & Connectors).
4. Keep the file open. You will also need its Tools & Connectors list and its Example First Task.

4. Load the persona into your agent

Pick your agent below. Use one persona per agent or Bot.

Grok Bot

1. Give each persona its own Bot: choose New in the sidebar, then Create new Bot.
2. To match the persona's name, click the Bot's name at the top of the chat and edit it.
3. In your first message, paste the Persona / System Prompt section (or attach the .md file) and end with: "Remember this for future work."
4. Connect the tools the persona lists with Connect apps in the sidebar, or follow the Connect card in chat.

Grok

1. Open the place where Grok lets you give it standing instructions (its customize or instructions settings).
2. Paste the Persona / System Prompt section and save, then start a new chat.
3. If you would rather not change your settings, paste the section as your first message in a new chat and ask Grok to follow it for the rest of the chat.

ChatGPT

1. Project (works on every plan): open your project, select the more options menu (•••), then Project settings, and paste the Persona / System Prompt section into the project instructions. You can also add the .md file to the project's files.
2. Custom GPT (Business, Enterprise or Edu workspaces only; OpenAI plans to retire custom GPTs): open Explore GPTs in the sidebar (or chatgpt.com/gpts), select Create, then use the configuration view.
3. Paste the Persona / System Prompt section into Instructions. You can also upload the .md file under Knowledge. Test it in Preview, then select Create.
4. Using OpenAI Dots? See our Dots guide.

Claude

1. Go to claude.ai/projects, click New Project and give it the persona's name.
2. Choose Set project instructions, paste the Persona / System Prompt section, and save.
3. Optional: add the .md file to the project's knowledge with the + button.

Hermes

1. Hermes Agent reads its identity from SOUL.md in your Hermes home folder (usually ~/.hermes/SOUL.md).
2. Copy your current SOUL.md somewhere safe first, then paste the Persona / System Prompt section into it and save.
3. Start a new session so Hermes loads the new identity.

OpenClaw

1. OpenClaw reads its persona from SOUL.md in your agent workspace (default ~/.openclaw/workspace). You can also edit it in the Control UI under Settings, Agents, Files.
2. Copy your current SOUL.md somewhere safe first, then paste the Persona / System Prompt section into it and save.
3. Start a new session so the agent loads it.

Other agents

1. Open your agent's instructions or system prompt settings.
2. Paste the Persona / System Prompt section and save. If your agent accepts file uploads, you can upload the .md file instead.
3. Using Muse by Meta? See our Muse guide.

5. Connect tools and run your first task

1. Connect only the tools listed under Tools & Connectors.
2. Send the persona's Example First Task as your first message.
3. Review everything before you act on it. Your agent drafts; you approve anything sent, posted or paid.