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Personas Documentation

Create realistic AI buyer personas to make your training scenarios more engaging and effective

Last updated: 7/17/2025

Personas are AI-powered buyer profiles that bring your training scenarios to life. Create detailed personas with specific characteristics, pain points, and communication styles to make your training more realistic and effective.

Overview

Personas represent the buyers your team will interact with during training scenarios. Each persona has:

💡 Tip: Well-crafted personas make training scenarios more engaging and help your team practice with realistic buyer interactions.

Creating Personas

Basic Information

Start with the fundamental details:

  • Name: Give your persona a realistic name
  • Job Title: Their role in the organization
  • Company Name: The company they work for
  • Description: Background information and context
  • Disposition: Describe the AI's personality and communication style
  • Language: Choose from multiple supported languages
  • Gender: Male or female voice options

Persona Examples

Managing Personas

Editing Personas

Update persona details as your understanding of buyers evolves:

  1. Click the actions menu (three dots) next to any persona
  2. Select "Edit"
  3. Modify the relevant fields
  4. Save your changes

Duplicating Personas

Create variations of existing personas:

  1. Click the actions menu next to a persona
  2. Select "Duplicate"
  3. A copy of the persona will be created with a suffix of (copy)

Deleting Personas

Remove personas that are no longer needed:

  1. Click the actions menu next to the persona
  2. Select "Delete"
  3. Confirm the deletion

⚠️ Warning: Deleting a persona will affect any scenarios that use it. Consider duplicating personas instead of deleting them if they're used in active scenarios.

Persona Best Practices

1. Realistic Profiles

Base personas on real buyer interactions:

  • Use Real Data: Incorporate actual buyer feedback and interviews
  • Industry Research: Understand typical roles and pain points
  • Market Segmentation: Create personas for different buyer segments

2. Detailed Characteristics

Include specific details that affect sales conversations:

  • Decision-Making Authority: Can they make purchasing decisions?
  • Budget Constraints: What's their typical budget range?
  • Timeline Pressures: What deadlines are they working under?
  • Technical Knowledge: How familiar are they with your product category?

3. Varied Personalities

Create diverse personas to prepare for different buyer types:

  • Challenging buyers: Those who push back and ask tough questions
  • Indecisive Prospects: buyers who need more guidance
  • Technical Buyers: Those focused on features and specifications
  • Business-Focused: buyers concerned with ROI and business impact

4. Regular Updates

Keep personas current with market changes:

  • Industry Trends: Update based on changing market conditions
  • buyer Feedback: Incorporate insights from real sales calls
  • Product Evolution: Adjust personas as your product offerings change

Voice Configuration

Language Options

Choose from multiple languages for global training:

  • English
  • Spanish
  • French
  • Portuguese
  • Polish
  • Chinese

Voice Characteristics

Customize the voice to match the persona:

  • Gender Selection: Male or female voice options

Integration Resources

Connect your data sources to enhance your personas:

Next Steps

Ready to create your first persona? Learn how to integrate personas into scenarios:

Using Personas in Scenarios →