To generate personas in Genezio from documents, upload the persona research that you already have. The platform reads the document and makes the persona for you. This guide tells you why to start from a document, what you get, and how to get a good result. We recommend this method for most new teams. Some documents already show how your business thinks about a customer segment. A persona from such a document is much faster to make than a persona from an empty form. Usually, the persona is also better.

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Why personas from documents give better results

In Genezio, personas have the largest effect on the quality of the results. A weak persona gives weak conversations, and weak conversations give weak insights. A strong persona comes from real knowledge of the audience. It lets the platform do its best work. Most teams already have this knowledge of the audience in written form. But the knowledge is outside Genezio, for example in these documents:
  • A buyer-persona document from the brand team or the research team
  • An internal presentation about customer research
  • A job description for the role that your product serves
  • Customer-success notes, summaries of sales discovery calls, one-page ICP documents, and descriptions of the ideal customer
With the document import, you bring this work directly into Genezio. You do not have to make it again in a form.

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What a generated persona contains

Upload a document, and Genezio makes a full persona for the brand. The persona has these items:
  • A name
  • A role
  • A country
  • A city
  • A language
  • The supporting context that controls how Genezio frames the conversations
Genezio saves the persona immediately. When the generation is complete, the persona is a real persona of the brand that you can use. If it is necessary, you can edit the persona after the generation, the same as each other persona. Each upload makes one persona. If your source document has many different personas, upload the document one time for each persona. Alternatively, divide the document before the upload.

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When to upload a document and when to use the form

If you are not sure that your document is “good enough”, upload it. The generation is fast and you can edit the result. Usually, a real document gives a better start than no document.

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Tips for a precise persona

  • Use the most specific and current document that you have. Old documents give old personas.
  • Include the role and the context, not only the demographics. A persona that knows the job-to-be-done of the buyer gives better conversations. A persona that knows only the age and the location gives worse conversations.
  • If the source has many audiences, divide it first. When you upload only the applicable section, you get a more precise persona.
  • Examine the persona after the generation. Small edits usually give better conversations. Examples are a clearer name, a more specific city, or a better description.
After you have your personas, write effective scenarios for them.

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In the API

The public API reads and changes personas in List personas and Create persona.