How to Create a Persona?
Last updated: April 16, 2026
Step-by-Step Guide
Personas in AiSDR are prompt-based profiles that guide the AI to generate outbound messages in a specific style, tone, and structure tailored to your target audience.
We recommend creating separate personas for distinct audience segments, as, for example, the pain points and motivations of a CEO will differ from those of a Head of Sales — even if both belong to your ICP.
🎯 Why Personas Matter
A well-defined persona helps ensure:
Messaging is highly relevant and personalized
Structure and tone match the recipient’s expectations
Use-case examples and value props align with their role and industry
🪜 Steps to Create a Persona
1. Go to the "Personas" tab
This is where you can manage and create all your outbound personas.
2. Click “Create Persona”
Use the Create Persona button in the upper-right corner of the Personas tab. This will initiate the persona creation flow.
3. Select a Messaging Framework
Select the email template you want the AI to follow. This defines the structural style of your outreach, not the content itself.
You can browse the available templates and filter them by:
Vibe/Tone | Warm, Bold, Curious, Formal |
Length | Short, Medium, Long |
Approach | Challenge, Comfort, Intrigue, Impress |
Extra: Leading Move | Signal, Insight, Problem, Question |
✅ To select a style, simply click on the message preview that you like.
If you have a strong email example of your own, paste it directly. The AI will use it as the structural and tonal reference for the persona.
If you don't have an example, click Suggest Ideas. The AI will generate email example ideas based on your company and audience. Select the one that fits best and use it as your template.
Once you've selected a framework or submitted your example, click Continue.
4. Add Company and Audience Details
This step gives the AI the context it needs to generate relevant, personalized outreach.
Webpage
Add your product page URL (e.g., https://aisdr.com). The AI uses this to extract your positioning and core value proposition.
For best results, choose a page that includes specific product details, customer benefits, or technical advantages — not general branding, but a value-focused, content-rich page.
Target Audience Description
Describe the audience this persona will target: job titles, industries, company type, size, and any relevant traits.
Example:
C-level executives and leaders in science, product, and marketing at global companies (500–2,000 employees) in wellness, nutraceuticals, cosmetics, and personal care. They prioritize scientific credibility, personalization, and data-driven innovation.
The AI uses this description to generate the specific pain points that audience is likely experiencing, which makes the outreach more relevant and personal.
Additional Files (optional)
Upload any files that contain relevant information about your company: case studies, or one-pagers. The AI references this material when generating value propositions, proof points, and objection handling.
Step 5: Click "Create Persona"
The AI takes approximately 15 minutes to generate the persona prompt.
Step 6: Confirm Persona Status Is "Ready"
Once generation is complete, the persona status changes to Ready.
🤖 How AI Uses This Information
AiSDR will intelligently combine your inputs — including company details, ICP description, and case studies — to generate:
Specific pain points your audience likely experiences
Key value propositions mapped to those pain points
Relevant follow-up logic, case study mentions, and objection handling
All of this content becomes part of the persona prompt and is applied dynamically across every generated email.
The more specific and structured your inputs, the more relevant and compelling your AI-generated outreach will be.
✉ What You Can Do Next
A. Generate Test Emails
Go to your new persona
Click Preview Sequence
Select a lead from the dropdown (not Yuriy Zaremba)
Choose which steps you want to generate (e.g., Email #1, LinkedIn DM)
Select an AI generation model (see comparison article if unsure)
Click Generate Sequence
Test messaging across several leads to evaluate how the persona performs.
B. Edit Persona
If the AI-generated messages don’t feel right, Give Feedback on them or Edit the persona.
🔗 How to Adjust Your Messaging
C. Delete or Duplicate Persona
Personas can be deleted (Delete persona) or duplicated (Copy persona) for rapid testing.
D. Track Persona Usage
You’ll see which campaigns a persona has been used in directly from the Persona.
❓Common questions
Can I have multiple personas?
Yes, you can have multiple personas.
We recommend creating separate personas for each campaign, especially when targeting different company industries or audience segments. This helps ensure your messaging is tailored, as each group will have distinct pain points and may require a different value proposition.
Can I use the same persona across multiple campaigns?
Yes, you can use the same persona across multiple campaigns.
However, if your target audience differs, it’s better to create separate personas to keep your messaging aligned with specific needs and context.
What happens if I edit a persona while a campaign is already running?
If you edit a persona while a campaign is already running, the changes apply to all future messages.
Leads who haven’t been contacted yet will receive the updated initial emails + follow-ups. Leads who are already in the sequence won’t restart, but any next steps (e.g. follow-ups) will use the updated messaging.
How to change persona in a campaign?
Go to the campaign where you want to update the persona (messaging) → click Edit → find Persona Info → click the dropdown next to Name → select a new persona → click Save.
📹 Webinar #2 | Master Personas & Messaging