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Step 2: Create Persona

Step 2: Create Persona​

Fields:

  • Persona Name (text)
    e.g., “SMB CMO – North America”
  • Description (textarea)
    Role & pain point
  • AI Assistant (dropdown)
    Select which AI persona to use (e.g., “Olivia_S_RevOps_USA”)
  • Job Functions (multi-select)
    Sales, Marketing, IT, etc.
  • Job Title (text or dropdown)
    e.g., “Director of Demand Gen”
  • Country (multiselect)
  • Job Levels (multi-select)
    CXO, VP, Director, Manager, Other
  • Enable Auto Recovery (toggle)
    If enabled, personas automatically reactivate after inactivity
  • Buttons:
    • Cancel
    • Back
    • Save & Next

Note: You can create multiple personas in this step. Each saved persona appears in a table below the form showing:

  • Persona Name
  • Job Functions
  • Country
  • Job Levels
  • Actions (Edit / Remove)

Once you’ve added all necessary personas, click Save & Next to proceed.