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Learn The Persona of an Analyst Agent | Building Your Analyst Agent
AI Business Analytics System: Turn Data into Clear Decisions and Actions

The Persona of an Analyst Agent

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You've used three pre-configured analyst agents already — one for the spreadsheet, one for the strategy doc, one for benchmarks. Same Claude model behind each. What made them act like different specialists was the system prompt — the persona.

Now you write your own.

A Persona Has Four Parts

A good system prompt isn't a paragraph of vibes. It's a small set of named pieces, each doing a specific job:

Write all four and the agent behaves consistently. Skip one and it drifts.

What Drifts When You Skip a Part

  • No identity — generic, hedging answers like "it depends on context";
  • No tool guidance — the agent forgets to call the tool and guesses;
  • No output format — every response shaped differently, no consistency;
  • No constraint — the agent invents numbers when the data is missing.

The next two labs make you write all four. First with one tool, then with three.

Takeaway: A persona is a contract. Specify it once, get the same agent every time.

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Section 4. Chapter 1

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Section 4. Chapter 1
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