Persona
Filament

Ask questions about your Persona data

Connect Persona to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.

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Persona verifies identities and processes inquiries, but understanding how verification rates affect customer conversion or which inquiry types correlate with support tickets requires connecting to your CRM and support tools. Filament links your Persona verification data to tools like Salesforce and Freshdesk, so you can explore identity fraud patterns, approval bottlenecks, and compliance trends in plain English.

Metrics dashboard
Finance dashboard
SEO dashboard

Track Persona KPIs with Filament Analytics

Connect your Persona account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.

View documentation

Key Persona metrics you can track in Filament:

Verifications
Track identity verification attempts with verification_id, status, verification_type, completion_time, and failure_reason. Build a kpi dashboard showing approval rates by verification method.
records:
verification_idstatusverification_typecompletion_timefailure_reason
Inquiries
Monitor inquiry records with inquiry_id, inquiry_status, created_at, completed_at, and inquiry_template. Analyze processing times and completion rates for business intelligence on verification workflows.
records:
inquiry_idinquiry_statuscreated_atcompleted_atinquiry_template
Documents
Review document submissions with document_id, document_type, submission_status, extracted_data, and review_outcome. Track which document types have the highest rejection rates.
records:
document_iddocument_typesubmission_statusextracted_datareview_outcome
Accounts
Access account profile data with account_id, account_status, created_at, updated_at, and custom_attributes. Connect account activity to verification outcomes for business analytics on user behavior.
records:
account_idaccount_statuscreated_atupdated_atcustom_attributes
Reports
Analyze report findings with report_id, report_type, report_status, findings, and generated_at. Track compliance reporting patterns and audit trail completeness.
records:
report_idreport_typereport_statusfindingsgenerated_at
Cases
Review case management records with case_id, case_status, assigned_to, resolution_time, and case_notes. Build kpi metrics tracking case resolution efficiency and reviewer workload.
records:
case_idcase_statusassigned_toresolution_timecase_notes
Audit Logs
Monitor compliance activity with log_id, event_type, actor_id, timestamp, and event_details. Track user actions and system changes for regulatory reporting and security analysis.
records:
log_idevent_typeactor_idtimestampevent_details
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Combine Persona with other data sources

Your business runs on more than one app, and your analytics should too. With Filament, Persona lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.

attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support
attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support

Your Persona data gets even more powerful when combined with other tools:

Persona
Salesforce

Persona + Salesforce

Connect Persona verification status with Salesforce account records to see which customer segments face identity verification issues and how verification completion affects sales cycle length.

Persona
Freshdesk

Persona + Freshdesk

Connect Persona inquiry data with Freshdesk support tickets to identify which verification failures generate the most support requests and track resolution times for identity-related issues.

Persona
Segment

Persona + Segment

Connect Persona verification events with Segment user tracking to analyze how identity verification timing impacts onboarding completion rates and customer activation across different channels.

Benefits of Filament's Persona Integration

Ask in plain English

Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.

chatMRR

No setup

Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.

easy setup

Gets smarter over time

Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.

memories

How it works

Step 1: Connect your Persona account

Connect your Persona account to Filament and get instant access to your data. No technical setup required.

Step 2: Ask questions about your Persona data

Start asking questions like "Which campaigns drive the most qualified leads?"

Step 3: Build Persona dashboards in minutes

Get tailored insights instantly and share them with your team.

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Better business decisions with AI Analytics

How to get more from your data

Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.

With Filament, your data is analyzed by an AI data analyst that understands plain English. Instead of struggling with complex BI tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.

Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:

  • Which campaigns and channels actually drive revenue growth?
  • How does user engagement translate into pipeline or sales performance?
  • Where are we losing efficiency between acquisition, retention, and finance?

By combining AI-powered reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster business decisions.

Enterprise-grade security

Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organisation's data protected. We never use your data for AI training or share it with third parties.

Learn more about security

Persona integration FAQ

Everything you need to know about connecting Persona with Filament and getting the most out of your data.