Persona is optional. Attributes guide the conversation but don’t restrict who can participate.
Adding attributes
- In the study builder, click Persona in the right sidebar
- Click Add attribute
- Enter an attribute name (e.g., “Age”) and value (e.g., “25-45”)
- Add more attributes as needed
Changes save automatically as you type. You can always add more attributes later.
Editing and deleting
- Edit: Click on any attribute name or value to modify it inline
- Delete: Hover over an attribute and click the trash icon
Duplicate key handling
If you add an attribute with a key that already exists (case-insensitive), the existing attribute is updated instead of creating a duplicate. For example, adding “age: 30-45” when “Age: 25-35” exists updates the existing entry.Formatting guide
Attributes are flexible. Use whatever format makes sense for your study:| Key | Example values |
|---|---|
age | 25-45, 18+, 65+ |
location | US, California, San Francisco |
plan | free, premium, enterprise |
tenure | <1 month, 1+ years |
role | manager, developer, designer |
You can use any attribute relevant to your study. These are just common examples.
How personas affect conversations
Persona attributes are embedded in your agent’s instructions. They shape how the agent asks questions and adapts its tone based on what you’ve defined.Best practices
Pick attributes that help answer your study questions, and use concrete values instead of vague labels:| Less effective | More effective |
|---|---|
young | 18-25 |
new user | account age < 30 days |
heavy user | 10+ sessions/week |
Next steps
Customize outreach
Write engaging opening messages.
Multi-language study
Reach users in their preferred language.