Living instruction manual

How to use Personas

This manual explains the current workflow for creating and running synthetic-persona research. We will update it as the product develops.

Quick start

STEP 1

Open Jobs

Go to Jobs to create a new research campaign or continue an existing one.

STEP 2

Choose a starting point

Pick an inspiration template or begin with a blank campaign.

STEP 3

Adapt the brief

Review the campaign name, product or service, and research objective.

STEP 4

Select a persona panel

Choose the live persona panel that best fits the question you want to explore.

STEP 5

Save and run

Save the campaign first, then start the research run when the setup is ready.

STEP 6

Review the output

Look for themes, assumptions, objections, and missing perspectives in the research responses.

Use an inspiration template

Templates are editable starting points

Choosing a template does not create or run a campaign.

Open Jobs.
Find the Inspiration library at the top of the page.
Select Use template on the template you want.
The campaign form below is prefilled. Edit the name, product or service, and objective.
Choose a persona panel, then save the campaign.

Starting with a blank campaign remains available if none of the templates fit your question.

Create and manage campaigns

Create and edit

Campaigns belong to your account. You can revise the research brief before running it.

Run research

Review the setup carefully, then start the run. Avoid submitting the same campaign again while a run is active.

Archive or delete

Archive campaigns you may need later. Delete only when you no longer need the campaign or its history.

Read results critically

Look for

Recurring ideas or concerns in the persona perspectives
Assumptions and claims that need validation
Differences between persona groups
Questions, assumptions, or viewpoints that appear to be missing

Review questions

Does the response reflect the intended audience context?
What evidence supports the claims?
What should you investigate with actual customers?

Important: Results are not statistically representative. Treat them as directional and hypothesis-generating only—never as a forecast, advice, or recommendation.

Sources and exports

Use Sources to work with supported Google Drive and Google Docs material.

Before importing, remove unnecessary confidential or identifying information. Review exported documents before sharing them outside your organization.

Confidentiality and safe use

Model providers and model names remain confidential. New runs use one model, not a parallel model comparison.
Do not try to identify providers from response style or content.
Do not include secrets, credentials, unnecessary personal data, or restricted source material in a campaign.
Campaigns and results are scoped to the signed-in account.
Use results to develop and test hypotheses, not to make automated decisions about people.

Troubleshooting

A template did not create a campaign

This is expected. Select Use template, complete the form, choose a persona panel, and save.

Account information cannot be checked

Use the retry action shown in the app. If the issue continues, wait briefly and try again.

A run appears interrupted

Return to Jobs and review the campaign status before attempting another run.

Results seem inconsistent

Review the audience context, wording, and assumptions. Synthetic responses can vary; validate important findings through human research.