69 available actions

What your AI agent can do in Persona

Persona offers identity infrastructure that allows you to craft personalized and automated verification solutions so you can better understand & protect users. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

Retrieve an EventTool to retrieve an event in Persona.
Retrieve Email Address List ItemTool to retrieve an Email Address List Item in Persona.
Create Email Address List ItemTool to create an email address list item in Persona.
Import Email Address ListsTool to import email addresses into a list from a CSV file.
Archive Email Address List ItemTool to archive an Email Address List Item in Persona.
Update an AccountTool to update an account in Persona.

Browse all 69 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 32 actionsHide actions

List All AccountsTool to list all accounts in Persona.
List All API LogsTool to list all API logs in Persona.
List All CasesTool to list all cases in Persona.
List All DevicesTool to list all devices filtered by inquiry session ID.
List all EventsTool to list all events from Persona.
List all ImportersTool to list all importers in Persona.
List All InquiriesTool to list all inquiries in Persona.
List All Inquiry SessionsTool to list all inquiry sessions in Persona.
List All ListsTool to list all lists in Persona.
List All Rate LimitsTool to list all rate limits in Persona.
List All ReportsTool to list all reports in Persona.
List All TransactionsTool to list all transactions in Persona.
List All WebhooksTool to list all webhooks in Persona.
List all Workflow RunsTool to list all workflow runs in Persona.
Retrieve a Country List ItemTool to retrieve a country list item by ID in Persona.
Retrieve a Geolocation List ItemTool to retrieve a geolocation list item from Persona.
Retrieve an AccountTool to retrieve an account in Persona.
Retrieve a Name List ItemTool to retrieve a Name List Item in Persona.
Retrieve an EventTool to retrieve an event in Persona.
Retrieve an ImporterTool to retrieve a specific importer in Persona.
Retrieve IP Address List ItemTool to retrieve an IP Address List Item in Persona.
Retrieve an API LogTool to retrieve an API log in Persona.
Retrieve a String List ItemTool to retrieve a string list item by ID in Persona.
Retrieve a WebhookTool to retrieve a webhook by its ID.
Retrieve Browser Fingerprint List ItemTool to retrieve a browser fingerprint list item in Persona.
Retrieve a DocumentTool to retrieve a document from Persona.
Retrieve Generic DocumentTool to retrieve a generic document in Persona.
Retrieve Email Address List ItemTool to retrieve an Email Address List Item in Persona.
Retrieve Government ID Number List ItemTool to retrieve a Government ID Number List Item in Persona.
Retrieve Phone Number List ItemTool to retrieve a phone number list item in Persona.
Search AccountsTool to search accounts in Persona using flexible query criteria.
Search CasesTool to search cases in Persona using advanced query filters with boolean logic.

Create & communicateCreate records or send supported messagesView 15 actionsHide actions

Add Tag to AccountTool to add a tag to an Account in Persona.
Create an AccountTool to create an account in Persona.
Create IP Address List ItemTool to create an IP Address List Item in Persona.
Create Country List ItemTool to create a country list item in Persona.
Create Generic DocumentTool to create a generic document in Persona.
Create Email Address List ItemTool to create an email address list item in Persona.
Create Government ID Number List ItemTool to create a new government ID number list item in Persona.
Create Name List ItemTool to create a new name list item in Persona.
Create Phone Number List ItemTool to create a phone number list item in Persona.
Create String List ItemTool to create a String List Item in Persona.
Create WebhookTool to create a new webhook in Persona.
Import Email Address ListsTool to import email addresses into a list from a CSV file.
Import IP Address ListsTool to import IP address lists into Persona.
Import Name ListsTool to import name lists to Persona.
Import Phone Number ListsTool to import phone number lists into Persona.

Update & manageChange and manage existing recordsView 16 actionsHide actions

Archive Browser Fingerprint List ItemTool to archive a browser fingerprint list item in Persona.
Archive Country List ItemTool to archive a Country List Item by ID.
Archive a Geolocation List ItemTool to archive a geolocation list item from Persona.
Archive Government ID Number List ItemTool to archive a Government ID Number List Item.
Archive a Name List ItemTool to archive a name list item in Persona.
Archive a webhookTool to archive a Persona webhook by its ID.
Archive Email Address List ItemTool to archive an Email Address List Item in Persona.
Archive IP Address List ItemTool to archive an IP address list item in Persona.
Archive Phone Number List ItemTool to archive a phone number list item in Persona.
Archive String List ItemTool to archive a String List Item in Persona.
Disable WebhookTool to disable a webhook in Persona.
Enable WebhookTool to enable a webhook in Persona.
Set Tags on AccountTool to set tags on a Persona Account.
Update an AccountTool to update an account in Persona.
Update a WebhookTool to update a webhook in Persona.
Update Generic DocumentTool to update a generic document in Persona.

Remove & cancelRemove records or cancel supported workView 1 actionHide actions

Remove Account TagTool to remove a tag from a Persona Account.

Other actionsSpecialist and administrative actions.View 5 actionsHide actions

Clone WebhookTool to clone an existing Persona webhook.
Consolidate AccountsTool to consolidate multiple source accounts into a single destination account.
Expire Inquiry SessionsTool to expire all inquiry sessions for specified inquiry IDs.
Redact an AccountTool to permanently redact an account in Persona.
Rotate Webhook SecretTool to rotate a webhook's secret in Persona.

Connection record

A connection you can control.

Sign-in: Customer-managed key
Setup: Use a key you create and control. It is stored securely and limited to the work agreed for the role.
Boundaries: Only the approved role and actions.
Off switch: Revoke the connection from your account.

FAQ

Before you connect Persona

How does the agent connect to Persona?

With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.

What can the agent actually do in Persona?

The page above lists the 69 actions currently available through the Persona connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.

Is Persona included in my plan?

Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.

How long until Persona is ready?

Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Persona to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

Book a setup call Browse all connections

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