> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ideaboxai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a persona with AI

> Build a ready-to-use persona in seconds by answering a few questions about its role, focus, and tone, then review and add it to your workspace.

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.

## Open Persona Management

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

<Steps>
  <Step title="Open Personas">
    Click **Personas** in the left menu. The **Persona Management** page shows all the personas in your workspace.
  </Step>

  <Step title="Start a new persona">
    In the top-right corner, click **+ Create persona**. A menu appears with two choices:

    * **Create with form** - Fill in every detail yourself.
    * **Create with AI** - Answer a few questions and let it build the persona for you.
  </Step>

  <Step title="Choose Create with AI">
    Select **Create with AI** to open the guided flow.
  </Step>
</Steps>

<img src="https://ideaboxai-test.s3.amazonaws.com/copilot-attachments/ideaboxai/thread-1782837682226-pz2box/d9e0d104-ce83-41b4-ac45-9fcd3ddb508f/original.png" alt="Persona Management page showing the Create persona dropdown with the Create with AI option." className="rounded-xl border border-gray-200 shadow-md hover:shadow-2xl transition-all duration-300" />

## 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.

<img src="https://ideaboxai-test.s3.amazonaws.com/copilot-attachments/ideaboxai/thread-1782837682226-pz2box/e081e9c1-de9c-4082-9dde-09c524d97c5d/original.png" alt="Role step in the Create Persona with AI dialog showing the role question and example roles." className="rounded-xl border border-gray-200 shadow-md hover:shadow-2xl transition-all duration-300" />

## 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.

<img src="https://ideaboxai-test.s3.amazonaws.com/copilot-attachments/ideaboxai/thread-1782837682226-pz2box/6f08d36e-aec3-4021-81d3-d6700402876a/original.png" alt="Focus step showing domain and data options such as Pipeline and CRM data, Budgets and spend, Product usage and metrics, and Contracts and policies." className="rounded-xl border border-gray-200 shadow-md hover:shadow-2xl transition-all duration-300" />

## 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".

<img src="https://ideaboxai-test.s3.amazonaws.com/copilot-attachments/ideaboxai/thread-1782837682226-pz2box/385b186f-c6bd-454e-8c3b-66fa9b20ac67/original.png" alt="Tone step showing communication style options such as Formal, Concise and direct, Warm and consultative, and Data-driven." className="rounded-xl border border-gray-200 shadow-md hover:shadow-2xl transition-all duration-300" />

## 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.

<img src="https://ideaboxai-test.s3.amazonaws.com/copilot-attachments/ideaboxai/thread-1782837682226-pz2box/6f4aa447-8cb4-4d66-8535-57eda3db4141/original.png" alt="Generating persona loading state in the Preview step." className="rounded-xl border border-gray-200 shadow-md hover:shadow-2xl transition-all duration-300" />

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.

<img src="https://ideaboxai-test.s3.amazonaws.com/copilot-attachments/ideaboxai/thread-1782837682226-pz2box/a0841acc-2440-4ae2-b760-76eb79d6ccbd/original.png" alt="Preview step showing the generated persona name, avatar colour, instructions, and suggested skills." className="rounded-xl border border-gray-200 shadow-md hover:shadow-2xl transition-all duration-300" />

<Tip>
  If the persona isn't quite what you had in mind, click **Regenerate** to create a new version from the same answers. You can also change the name and the instructions right here before you save.
</Tip>

## 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.

<Note>
  After creating a persona with AI, open it and adjust the **instructions** to match how your team actually works and the words you use. Learn how to share it in [Share a persona](/copilot/share-persona).
</Note>