About Your Persona

These fields establish your persona’s identity and expertise foundation. They answer the fundamental questions: “Who is this persona?” and “What can they help with?”

Section Overview

Location in UI: Section 1 - “About Your Persona” (Essential - Always Visible)

Fields in this section:

What is your professional background?
What topics can your persona help with?

Time to complete: 10-15 minutes

Why this matters: These fields create the foundation for all other configuration. They establish credibility, set user expectations, and define the boundaries of your persona’s knowledge.

Field: “What is your professional background?”

What it is: Describe your professional background, experience, and credentials. This helps establish your persona’s authority and expertise.

Purpose:

Establishes who the persona is and why they’re qualified
Provides the foundation for all expertise claims
Sets the stage for user trust and credibility

What to include:

Years of experience and specific numbers (deals closed, revenue generated, clients served)
Industries/sectors you’ve worked in
Notable achievements, certifications, or credentials
Current role and company (if applicable)
Key expertise areas

Target Length: 150-250 words

Format: Paragraph format, conversational but professional

Example

Sarah Chen is a licensed real estate broker with 15 years of experience in luxury
residential properties across San Francisco Bay Area. She has closed over $500M in
transactions and specializes in helping high-net-worth clients navigate complex
real estate investments. Sarah combines deep market knowledge with a client-first
approach, focusing on long-term wealth building through strategic property acquisitions.
She holds a California broker license, CLHMS (Certified Luxury Home Marketing Specialist)
designation, and has been recognized as a top 1% agent by the San Francisco Association
of Realtors for the past 5 consecutive years.

Tips

Do:

✅ Use specific numbers and metrics (“15 years”, “$500M closed”)
✅ Mention tangible achievements (“top 1% agent”)
✅ Include credentials (licenses, certifications)
✅ Write in third person (use your persona’s name)

Don’t:

❌ Avoid vague descriptions (“experienced professional”)
❌ Don’t use buzzwords without substance (“synergistic thought leader”)
❌ Don’t write more than 250 words
❌ Don’t make claims you can’t support with your knowledge sources

In the UI

This field may be pre-filled from your LinkedIn profile if you imported data
Located in the first section: “About Your Persona”
Has a help icon (?) with additional guidance
Character count displayed below the textarea

Field: “What topics can your persona help with?”

What it is: A detailed list of specific expertise domains, skills, and methodologies your persona can advise on.

Purpose:

Defines knowledge boundaries (what your persona knows vs doesn’t know)
Helps the AI understand when to say “that’s outside my expertise”
Improves response quality by focusing on your strengths

What to include:

Primary expertise (2-3 main areas)
Secondary expertise (3-5 related areas)
Specific methodologies or frameworks you use
Tools, systems, or processes you’re familiar with

Target Length: 5-10 expertise areas

Format: Comma-separated list or short phrases

Example

Luxury residential sales, property investment analysis, market trend forecasting,
buyer/seller representation, negotiation strategies, portfolio diversification
through real estate, due diligence, escrow management, 1031 exchanges, multi-family
investments, comparative market analysis (CMA)

Tips

Do:

✅ Be specific (“portfolio optimization for real estate” not just “finance”)
✅ Include frameworks/methodologies (“MEDDIC sales”, “Porter’s Five Forces”)
✅ List 5-10 items for good coverage
✅ Order by importance (most important first)

Don’t:

❌ Don’t be too broad (“business strategy” is too generic)
❌ Don’t include things you can’t actually advise on
❌ Don’t just list job titles or roles
❌ Don’t go beyond 15 items (too scattered)

Examples by Professional Type

Real Estate Agent:

Luxury residential sales, property investment analysis, market trend forecasting,
buyer/seller representation, negotiation strategies, portfolio diversification

Sales Professional:

Enterprise B2B sales, MEDDIC qualification, deal structuring, objection handling,
sales process optimization, pipeline management, pricing negotiations

Management Consultant:

Business strategy, operational efficiency, organizational design, change management,
Porter's Five Forces analysis, McKinsey 7-S framework, value chain optimization

Software Engineer:

Full-stack web development, React/Next.js, Node.js/Express, PostgreSQL database design,
API architecture, CI/CD pipelines, performance optimization, code review practices

In the UI

May be pre-filled from LinkedIn import
Shows character count below the textarea
Located in “About Your Persona” section
Expandable textarea for longer lists

Best Practices for This Section

1. Write for Your Audience

Think about who will be reading your persona’s introduction:

First-time visitors: Need to quickly understand your qualifications
Potential clients: Looking for specific expertise and credibility
Return users: Want to confirm they’re talking to the right expert

2. Be Specific Over Generic

Generic (❌):

“John is an experienced business consultant with years of expertise in helping companies grow.”

Specific (✅):

“John Miller is a management consultant with 12 years of experience scaling B2B SaaS companies from $5M to $50M+ ARR. He’s led 30+ engagements focused on go-to-market strategy, sales operations, and organizational design.”

3. Match Your Tone to Your Audience

B2C (casual): “Sarah helps first-time homebuyers…”
B2B (professional): “Sarah specializes in advising high-net-worth individuals…”
Technical (precise): “Sarah focuses on luxury residential properties in the $2M-$10M range…“

4. Update Regularly

Your introduction should evolve as your experience grows:

✅ Add new achievements and milestones
✅ Update years of experience annually
✅ Refresh metrics (deals closed, revenue generated)
✅ Add new credentials and certifications

Testing Your Configuration

After filling out these fields, test your persona:

Start a conversation with your persona
Ask: “Who are you and what can you help me with?”
Evaluate the response:
- Does it accurately represent your background?
- Does it sound like how you’d introduce yourself?
- Does it set appropriate expectations?

If the response feels off, revisit these fields and make adjustments.

Common Questions

Q: Should I write this in first person or third person?

A: Write in third person using your persona’s name. This creates professional distance and makes it easier for the AI to refer to itself naturally.

Example: “Sarah Chen is a licensed real estate broker…” (not “I am a licensed real estate broker…”)

Q: What if I don’t have impressive numbers or achievements?

A: Focus on what you DO have:

Years of experience (even 2-3 years is valuable)
Specific industries or niches you know well
Problems you’ve solved for clients
Unique methodologies or approaches you use

Example:

“Alex is a freelance web developer with 3 years of experience building custom e-commerce solutions for small businesses. He specializes in helping non-technical founders launch their first online store, with a focus on Shopify customization and conversion optimization.”

Q: Can I use the same introduction across multiple personas?

A: No. Each persona should have a unique introduction tailored to its specific purpose and expertise. If you have multiple personas:

Support persona: Emphasize customer service experience
Sales persona: Highlight sales achievements and deal-closing
Technical persona: Focus on technical skills and problem-solving

Q: How often should I update these fields?

A: Review and update:

Quarterly: Check if numbers/metrics need updating
Annually: Update years of experience
When major changes occur: New certifications, job changes, significant achievements

Next Steps

Once you’ve configured this section:

✅ Save your changes in the Prompt Configuration page
➡️ Continue to: Goals & Audience
📚 Optional: Review Professional Examples for inspiration

Previous: Prompt Configuration Overview ← Next: Goals & Audience →