Create a persona with AI

Instead of writing out all the instructions for a persona yourself, Create with AI asks you a few simple questions, the role, what it focuses on, and its tone, and builds a ready-to-use persona for you in seconds. This guide walks through each step, from opening Persona Management to adding the finished persona to your workspace.

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Open Persona Management

Start from the Persona Management page, where every persona in your workspace is listed.

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Choose the role

The Create Persona with AI window opens. Across the top you see four steps: Role, Focus, Tone, and Preview. In the Role step, you are asked, “What role should this persona represent?” Type or choose the job this persona does for your team. For example:

• Sales Development Rep
• Customer Support Agent
• Financial Analyst

Make your choice, or type your own, then move to the next step.

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Choose the focus

Next you are asked, “What domain and data should it work with?” Pick one or more areas that describe what this persona should know about and work with. The options include:

• Pipeline and CRM data
• Budgets and spend
• Product usage and metrics
• Contracts and policies

You can also type your own focus in the text box, for example, “Pipeline health from our Salesforce CRM”. This tells the persona which information to lean on when it answers your questions.

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Choose the tone

Then you are asked, “What communication style should it use?” Pick the tone that fits how you want this persona to sound. The options include:

• Formal
• Concise and direct
• Warm and consultative
• Data-driven

You can also type your own, for example, “Concise and data-driven”.

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Review your persona

Once you answer all three questions, your persona is built. The Preview step shows a loading screen while it is being created. When it is ready, the Preview step shows the following.

• Name - A name created from your answers, for example, Budget-Focused Sales Rep. You can change it here.
• Avatar colour - The colour for the persona’s icon. Click any colour to change it.
• Instructions - A full set of instructions describing the persona’s role, what it does, and how it behaves. Read these carefully, as they shape how the persona answers in every chat.
• Suggested skills - A few skills recommended for this persona, for example, budget-allocation-optimizer, spend-pattern-analyzer, and sales-target-achievement-tracker. These are already ticked, so untick any you don’t want.

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Add it to your workspace

When you’re happy with the preview, click Add to workspace. The persona is created and appears on the Persona Management page. It is switched on and ready to use straight away.