In this article, you will learn how to create and manage persona groups in PG:AI. Personas define the types of contacts you want to surface and target based on role, function, and seniority so that PG:AI can surface the right people within each account.
Personas help you focus your outreach on the right stakeholders by combining title levels, department keywords, and contextual data.
Navigate to Personas
Click the settings cog in the left sidebar.
Select the Personas tab.
Add or Edit a Persona Group
Create a New Persona
Click Add Persona in the top right.
Persona Name: Enter a name for this group (e.g., “EMEA Finance VPs”).
Department: Specify the business function (e.g., Finance, Marketing, DevOps).
Contact Volume: Set how many contacts PG:AI should retrieve per account (e.g., 5–10).
Persona Levels: Select the seniority titles to include (e.g., Chief, VP, Director, Manager). PG:AI will look for these keywords in job titles.
Relevant Title Keywords: Add role-specific keywords (e.g., “Cloud,” “Security,” “Data”) to further refine the search.
*If you wanted to look for Chief Security Officer. Persona Levels should say "Chief" and Relevant Title Key Words should say "Security Officer".
Data Set: Choose which of your uploaded datasets to apply. This ensures contacts are aligned to your initiatives and historical data.
Insight Keywords (Optional): List any extra keywords (technologies, certifications, industries) you want PG:AI to scan for on LinkedIn or other profile sources.
Click Save to create the persona group.
Edit an Existing Persona
Hover over the three-dot menu next to a persona and click Edit.
Update any fields name, department, volumes, levels, keywords, or dataset and click Save.
How Personas Are Used
Account Contacting: When you click Find Contacts within an account, PG:AI uses your active persona groups (plus location filters) to surface matching profiles - typically within 30 seconds.
Collaboration: Share persona groups across your team so everyone targets the same stakeholder profiles.