Why it exists
Leads need a different conversation at each stage: an opener after a free guide, a webinar invite, sales, or a booked call. A persona holds the rules and voice for one of those jobs. With no persona, the AI stays silent rather than invent one.
How it works
- Click New persona or Edit to set the name, use case and identity (who it says it is).
- Write the playbook, plain rules that win over everything else, and the system prompt for voice and product knowledge.
- Set the model and a fallback reply, then tick Active or Default persona.
- Use Try it for a test conversation. Nothing is sent and it cannot book anything.
- Use edit & train on a bad reply, or Examples, to save how it should answer similar messages.
Works with
- Knowledge base: documents each persona can quote
- Lead magnets: a magnet can have its own persona
- Conversations: where personas talk to real leads
Common questions
How is a persona chosen for a lead?
A lead magnet signup gets Webinar attraction until their webinar is over, unless the magnet has its own persona or they booked a call. Booked leads get Booking follow-up, others General inbound. Within a use case, Default wins. Someone who booked the Product demo from the website gets no persona, so you answer them yourself from the Inbox.