> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getpg.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Personas

> Configure contact groups to find relevant people and generate role-specific content

Personas help you identify the right contacts at target accounts and generate content tailored to their specific roles and responsibilities.

<Info>
  Personas must be configured in Settings → Personas before they appear in the Contacts tab. The system finds contacts whose job titles match your persona criteria.
</Info>

## How It Works

1. **Define persona groups** - Create categories like "Technical Decision Makers" or "Security Leadership"
2. **Set search criteria** - Add job titles, departments, and organizational levels
3. **Find contacts** - System identifies matching people at your target accounts
4. **Generate content** - Create role-specific messaging for each persona

## Persona Configuration

### **Setting Up Personas**

<Steps>
  <Step title="Define Persona Name">
    Create descriptive names like "Technical Decision Makers" or "Security Leadership"
  </Step>

  <Step title="Select Department">
    Choose the primary department or functional area where this persona operates
  </Step>

  <Step title="Set Contact Limits">
    Define maximum number of contacts to find per account for this persona
  </Step>

  <Step title="Configure Job Levels">
    Select applicable organizational levels (Executive, VP, Director, Manager, Individual Contributor)
  </Step>

  <Step title="Add Keywords">
    Include job titles, functions, and role-specific terms for contact identification
  </Step>

  <Step title="Select Dataset">
    Choose which sales collateral to use when generating content for this persona
  </Step>
</Steps>

<Warning>
  Create personas that match your typical buying committee. Too many personas create confusion, while too few may miss important stakeholders.
</Warning>

## Quick Actions

<CardGroup cols={3}>
  <Card title="Configure Personas" icon="gear" href="/settings/personas">
    Set up personas in Settings
  </Card>

  <Card title="Find Contacts" icon="users" href="/account-intelligence/contacts">
    Discover contacts at target accounts
  </Card>

  <Card title="Generate Content" icon="pencil" href="/account-intelligence/content">
    Create persona-specific messaging
  </Card>
</CardGroup>