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

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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

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Persona Configuration

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Setting Up Personas

1

Define Persona Name

Create descriptive names like “Technical Decision Makers” or “Security Leadership”
2

Select Department

Choose the primary department or functional area where this persona operates
3

Set Contact Limits

Define maximum number of contacts to find per account for this persona
4

Configure Job Levels

Select applicable organizational levels (Executive, VP, Director, Manager, Individual Contributor)
5

Add Keywords

Include job titles, functions, and role-specific terms for contact identification
6

Select Dataset

Choose which sales collateral to use when generating content for this persona
Create personas that match your typical buying committee. Too many personas create confusion, while too few may miss important stakeholders.

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Quick Actions

Configure Personas

Set up personas in Settings

Find Contacts

Discover contacts at target accounts

Generate Content

Create persona-specific messaging