What is the best strategy to personify AI as a virtual expert consultant...

CURRENT POSITION

The most effective strategy is to use a top-tier reasoning model with RAG over the expert’s books, combined with a strong persona contract and synthetic Q&A to replicate the expert’s decision-making style rather than surface personality.

KEY ASSUMPTIONS

• Personification depends more on reasoning patterns than tone or style
• RAG is better than fine-tuning for grounding an AI in an expert’s books
• Top-tier closed models outperform open models for persona consistency

SUPPORTING EVIDENCE

• Recent frontier models (e.g., GPT-4.1, Claude 3.5) demonstrate strong instruction adherence and persona stability in multi-turn consulting scenarios

OPEN QUESTIONS

• How much autonomy the virtual consultant should have beyond the expert’s explicit viewpoints
• Whether open-source models can close the persona-fidelity gap with further fine-tuning

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by MrPuri