Create a persona

Learn about best practices.

  1. On the left navigation bar, click Synthetic customer builder, and then click Personas.
  2. Click Add.
  3. Specify the following:

    • Name: This isn’t a person’s name, such as Jane Doe. It’s a name for the persona, such as “Angry Customer.”

    Let AI assist you in persona creation. Enter at least a name, and click Suggest persona.

    The Suggest Persona button

    • Description: Provide a robust description of the persona.
    • Tags: Optionally, associate tags with the persona. Tags facilitate rapid filtering and organization, allowing you to quickly identify personas based on specific technical topics, difficulty levels, teams or departments, or emotional complexity.
    • Traits: Enter typical characteristics of a person of this type.
    • Typical responses: Enter a series of typical comments made by the persona.
    • Response speed: Specify the approximate speed at which the persona responds per message.
  4. Click Save.

Delete a persona

Before deleting a persona, ensure it isn't being used in a profile. If it is, this will render the profile unusable, so update the profile as needed beforehand.

  1. On the left navigation bar, click Synthetic customer builder, and then click Personas.
  2. Beside the persona, click the delete icon.
  3. Click Delete.