Personas — Create and Edit

Build a persona from scratch or edit an AI-suggested one — demographics, goals, frustrations, quotes, and channels.

What is it?

The persona editor. Opens when you click Edit on an existing persona or + Create Custom Persona at the bottom of the Personas screen. It's a single form with grouped sections: Demographics, Bio, Personality, Goals, Frustrations, Buying Motivations, Objections, Preferred Channels, Quotes, Questions They'd Ask. All fields are optional except name, but more detail → better AI output.

When should I use it?

• You're onboarding a client and building the persona library from scratch.
• An AI-suggested persona is close but needs polish.
• Client feedback indicates a persona is wrong — update the profile to match reality.

How to use it

1. Click + Create Custom Persona or Edit on an existing card.
2. Fill in Demographics: age range, gender, location, occupation, education, income, family status. Role and location matter most.
3. Write a short Bio (2–3 sentences — who this person is in their own life).
4. Add 3–5 Goals the persona actively pursues (career, personal, financial).
5. Add 3–5 Frustrations they wish would go away. These become "pain points" the AI addresses.
6. Add 2–3 Quotes — how they'd phrase a concern or opinion in their own words. Critical for AI voice.
7. Add Questions they'd ask — queries they'd type into Google or ask a salesperson. Feeds adapted content.
8. Save. The persona appears in the library.

Tips and best practices

• Use real customer language for Quotes — pull from reviews, support tickets, sales call transcripts. Real language beats invented copy.
• Goals should be what the persona wants today, not aspirational long-term. Specific beats abstract.
• Don't over-engineer personas. 6–8 fields filled well beats all fields half-hearted.
• Group personas under the right Target Audience — the AI uses audience context for framing.

Gotchas and limits

• Avoid using real customer names in persona names — use role or generic names (e.g. "Brenda the Business Builder").
• Very long quotes get truncated in the Content Studio prompt. Keep them to 1–2 sentences each.
• Deleting a persona removes it from the client's library permanently. Archive instead by moving to Unassigned if unsure.
• Changing a persona after articles are generated doesn't retro-update those articles. They keep the persona context from the time they were written.

Related

• Personas overview
• Persona images
• LinkedIn import