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Theme

Experio supports three theme options: Toggle between themes using the theme button in the sidebar footer. Each click cycles through Light, Dark, and System modes. Your theme preference is saved and persists across sessions.

Profile & Account

Access your profile from the user menu in the bottom-left corner of the sidebar. From here you can:
  • View your name and email address
  • Access profile settings
  • Log out — Ends your session with a confirmation dialog

Persona profile

When your administrator enables personas, you can describe who you are so answers fit your role. See Personas — admin guide for how administrators configure this feature. From the profile drawer (when personas are enabled):
  • About you — Free text always saved, even if you choose “No persona”
  • Persona cards — Optional roles (for example CEO, Freelancer) with structured follow-up questions
  • Save — Sends name, email, free text, and gating answers to the report writer when a persona is selected
If login requires a persona, a Select your persona dialog appears until you complete selection. In chat, the Use persona toggle (person icon in the composer) controls whether that conversation uses structured persona gating. Your name, email, and free text still apply when it is off. The header badge shows the active persona when persona mode is on for that chat.

Model Selection

When multiple AI models are available, you can choose which model processes your messages using the model selector in the chat input area.
  • Your model selection is saved per assistant for the current session
  • If you don’t select a model, the assistant uses its configured default
  • Not all assistants may offer model selection — this depends on administrator configuration
The sidebar can be collapsed to an icon-only view for more screen space. Click the sidebar toggle button in the header to collapse or expand it. In collapsed mode:
  • Navigation items show as icons only
  • Recent chats and folders are hidden
  • Click the toggle again to expand

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