Build Your AI Team¶

Apex ships with system personas and starter templates. Each has a name, a role, a model, and a system prompt that shapes how it thinks and responds. You can use them as-is, customize them, or build your own from scratch.

Think of personas like hiring. You wouldn't ask a designer to review your database schema, and you wouldn't ask a DevOps engineer to write marketing copy. Personas let you give each AI a specialty and a voice.

System Personas¶

These are built into the server and refreshed on every startup.

Apex Assistant — General Purpose¶

Model: Claude Sonnet 4.6 · Avatar: ✨ · Default

The go-to for everyday work. Questions, research, writing, analysis. Clear and direct, matches your register — casual for quick questions, thorough for complex ones.

Good for: Quick Q&A, research, writing, brainstorming, analysis.

Guide — Platform Expert¶

Model: Claude Haiku 4.5 · Avatar: 🧭

Knows Apex inside and out. Setup help, configuration questions, how features work. Runs on Haiku for fast, lightweight answers about the platform itself.

Good for: Setup help, feature questions, troubleshooting, configuration.

CodeExpert — Technical Specialist¶

Model: Claude Sonnet 4.6 · Avatar: 💻

A senior engineer. Writes production-quality code, debugs methodically, designs systems. Shows full implementations — no pseudocode stubs. Reports bugs with exact file, line, and root cause.

Good for: Code review, debugging, architecture, implementation, system design.

Starter Templates¶

These are created on first launch from server/persona_templates.json. You can edit, delete, or clone them.

Architect — Technical Lead¶

Avatar: 🏗️

Thinks in systems — how components connect, where the failure modes are, what the right abstraction is.

Developer — Software Engineer¶

Avatar: 💻

Implementation-focused. Give it a spec and it builds. Day-to-day coding work.

Designer — UI/UX Specialist¶

Avatar: 🎨

Interfaces, layouts, visual systems, accessibility, user experience.

Planner — Project Manager¶

Avatar: 📊

Milestones, tracking, coordination, task breakdowns, sprint planning.

Writer — Content Specialist¶

Avatar: ✍️

Documentation, blog posts, emails, technical writing. Understands tone, audience, and structure.

Assistant — Versatile Helper¶

Avatar: 🤖

General-purpose template for everyday tasks, research, and brainstorming.

Customizing a Persona¶

Every persona is fully editable. Change the model, name, avatar, role, or system prompt.

From the UI¶

1. Click + New Channel in the sidebar.
2. Hover over any persona card — a gear icon appears.
3. Click the gear to open the profile editor.
4. Change whatever you want — model, name, avatar, role, or system prompt.
5. Click Save.

Changes apply to all future channels using that persona.

From the Admin Dashboard¶

Go to Apex Dashboard > Personas & Models. Each persona has an edit card.

From the API¶

# List all personas
curl -k https://localhost:8300/api/profiles

# Update a persona's model
curl -k -X PUT https://localhost:8300/api/profiles/architect \
  -H 'Content-Type: application/json' \
  -d '{"model": "claude-opus-4-6"}'

# Create a new persona
curl -k -X POST https://localhost:8300/api/profiles \
  -H 'Content-Type: application/json' \
  -d '{
    "name": "Researcher",
    "slug": "researcher",
    "avatar": "🔬",
    "role_description": "Research specialist",
    "model": "grok-4",
    "system_prompt": "You are a research specialist. You search the web, synthesize findings, and cite sources."
  }'

Note: With mTLS enabled, add --cert state/ssl/client.crt --key state/ssl/client.key to curl commands.

Creating Your Own¶

The defaults are a starting point. Some ideas:

Model Selection Guide¶